Senior Associate, Tax - Funds

Walton Enterprises; Denver (CO); On-site; USD 114,000 - 135,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) retirement plan

Paid time off

Job summary

Walton Enterprises seeks a Senior Associate, Tax - Funds to support tax compliance, reporting, and planning for fund-related investments including private equity, venture capital, hedge funds, and real estate. You will prepare and review partnership tax filings, analyze investment-related tax data, and coordinate with cross-functional teams to ensure timely reporting.

The role emphasizes technical tax research, complex reporting, and collaboration with investment, accounting, legal, and

Qualifications

• Bachelor's degree in Accounting or related field with 3.25 GPA in major coursework.
• CPA certification or exam eligibility preferred.
• Master's degree in Taxation, Accounting, MBA, or JD preferred.
• Experience with private equity, venture capital, or hedge fund taxation preferred.
• Exposure to nonprofit or foundation tax matters and foreign compliance experience preferred.

Responsibilities

• Prepare and review tax returns and schedules for fund-related partnerships and LLCs.
• Maintain and reconcile tax basis schedules, capital accounts, and partnership allocations per Subchapter K.
• Analyze K-1s from PE/VC/hedge funds for individual, trust, and philanthropic tax reporting.
• Monitor UBTI, ECI, PFICs, and foreign reporting (Forms 8865, 5471, 8938).
• Conduct technical tax research on partnership taxation and multi-jurisdictional filings.
• Collaborate with investment, accounting, legal, and philanthropic teams to support tax compliance.
• Prepare documentation and responses for tax audits and regulatory reporting.
• Support tax planning for high-net-worth individuals, trusts, and foundations.

Skills

Partnership tax

Investment funds

K-1 analysis

Tax research

Cross-team collaboration

Excel proficiency

Education

Bachelor's in Accounting

GPA 3.25+

CPA certification or eligibility

Master's in Tax/Accounting

JD preferred

PE/VC/hedge fund experience preferred

Job description

Position Title: Senior Associate, Tax - Funds

Department: Tax

Reporting to: Managing Director, Tax

FLSA Status: Exempt

Location: Denver, CO or Bentonville, AR

Walton Enterprises is seeking a skilled, highly motivated and entrepreneurial individual to join the team as a Senior Associate, Tax - Funds. The ideal teammate will have the demonstrated ability to apply technical knowledge of partnership taxation and investment fund structures, analyze complex tax information, prepare accurate tax filings, and collaborate across functional teams to support tax compliance, reporting, and planning.

About the Position

The Senior Associate, Tax - Funds supports tax compliance, reporting, and planning for fund-related investments, including private equity, venture capital, hedge funds, real estate, and fund-of-funds structures. This position prepares and reviews partnership tax filings, analyzes investment-related tax information, and applies technical tax knowledge to complex reporting requirements. The role also supports tax planning for individuals, trusts, and philanthropic entities while coordinating with internal teams to maintain accurate and timely reporting.

What you will do

In this role, you will support tax compliance and planning activities involving complex investment fund structures, partnerships, and related entities. You will prepare and review tax filings, evaluate investment-related tax reporting requirements, conduct technical research, and work closely with cross-functional teams to ensure accurate and timely reporting.

Responsibilities

• Prepare and review tax returns and supporting schedules for fund-related partnerships and LLCs, including tiered partnerships and fund-of-funds structures.


• Maintain and reconcile tax basis schedules, capital accounts, and partnership allocations in accordance with applicable Subchapter K requirements.


• Analyze Schedules K-1 from private equity, venture capital, and hedge fund investments to assess tax reporting implications for individuals, trusts, and philanthropic entities.


• Monitor specialized tax reporting requirements, including unrelated business taxable income (UBTI), effectively connected income (ECI), passive foreign investment companies (PFICs), and applicable foreign reporting obligations, including Forms 8865, 5471, and 8938.


• Conduct technical tax research related to partnership taxation, investment structures, and multi-jurisdictional filing requirements, documenting findings and escalating complex matters as appropriate.


• Collaborate with investment, accounting, legal, and philanthropic teams to gather information, resolve reporting questions, and support tax compliance and planning activities.


• Prepare supporting documentation and responses for tax audits, ensuring records and reporting materials meet internal standards and applicable regulatory requirements.


• Support tax planning projects and compliance activities involving high-net-worth individuals, trusts, and philanthropic entities.


• Monitor relevant tax law developments and contribute to process improvements that enhance the accuracy, transparency, and efficiency of fund-related tax reporting.

Who we are looking for

Skills needed

• Knowledge of partnership taxation, investment fund structures, and Subchapter K requirements.


• Ability to prepare and review tax returns, analyze Schedules K-1, and maintain tax basis and capital account schedules.


• Technical tax research and analytical problem-solving skills.


• Understanding of tax compliance, reporting requirements, and related compliance risks.


• Financial reporting, data analysis, and tax planning support.


• Proficiency with Microsoft Office applications, including Excel.


• Effective written and verbal communication skills and the ability to collaborate across functional teams.

Qualifications required for success

• Bachelor's degree in Accounting or a related field, with a minimum 3.25 GPA in major coursework.


• Minimum of 2 years of experience in tax compliance, including exposure to partnership taxation or investment funds.


• Working understanding of Subchapter K and fund-level partnership allocations.


• CPA certification or CPA exam eligibility preferred.


• Master's degree in Taxation, Accounting, Business Administration, or a Juris Doctor (JD) preferred.


• Experience with private equity, venture capital, or hedge fund taxation preferred.


• Exposure to nonprofit or foundation tax matters and familiarity with foreign compliance requirements for investment funds preferred.


• Experience with AI enabled tax software or platforms is a plus.

Personal attributes that support success

• Demonstrates discretion, integrity, and sound judgment when handling confidential financial and tax information.


• Maintains accuracy, attention to detail, and accountability in tax compliance and reporting activities.


• Approaches complex tax matters with analytical thinking, curiosity, and a commitment to continuous learning.


• Collaborates respectfully and effectively with colleagues and cross-functional partners.


• Demonstrates initiative, adaptability, and a commitment to improving processes and delivering reliable results.

All offers of employment are contingent on your successful completion (where permitted by state law) of a confidentiality agreement and background check. In addition, you will need to provide proper identification verifying your eligibility to work in the United States on your first day of work.

Benefits Information

Compensation Range: $114,000 - $135,000

Benefits Information: We offer a comprehensive and generous benefits package which includes medical, dental, and vision insurance, a 401(k) retirement plan and paid time off.

Work Environment and Physical Demands

The physical demands and work environment described here are representative of those required to successfully perform the essential functions of this position. Qualified individuals must be able to perform the essential functions of the position, with or without reasonable accommodation. Reasonable accommodations will be made, provided they do not pose an undue hardship to the company.

Work is generally performed in a standard office or remote office environment. Duties typically require sitting for long periods; prolonged use of a computer, phone, and other standard office productivity equipment; participating in meetings, communicating by phone, video, and email; and occasional movement within the office or between meeting locations. Occasional lifting of boxes, files, or paperwork may be required. The role is not normally subject to extreme environmental conditions or unusual physical demands.

This job description is intended to describe the general nature and level of work being performed by individuals assigned to this position. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the role. Duties and responsibilities may change based on business needs.

About the Tax Department

The Tax Department provides a suite of services including partnership, private wealth, federal, and state income tax compliance and planning. The tax team serves as family advisors and assists in tax planning and strategy. They also support Walton Enterprises, Walton Family Foundation, and a variety of businesses.

About Walton Enterprises

Walton Enterprises supports the personal, philanthropic, and business activity for the Walton family. We are a family-led organization, supporting multiple generations of Sam and Helen Walton's family.

We value trust, mutual respect, and a workplace where every associate belongs and can do their best work. We bring together talented people with different backgrounds and viewpoints, support their growth, and empower them to contribute meaningfully.

We are an equal opportunity employer committed to a workplace that is free of discrimination and harassment of any kind. All applicants receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, genetic information, or any other status protected by the laws or regulations in the locations where we operate.