Senior Tax Associate, Funds — Hybrid/Remote Options

Walton Enterprises; Bentonville (AR); Presencial; USD 114.000 - 135.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, vision insurance

401(k) retirement plan

Descripción de la vacante

Walton Enterprises seeks a Senior Associate, Tax - Funds to support tax compliance, reporting, and planning for fund investments including private equity, venture capital, hedge funds, and real estate. You will prepare partnership tax filings, analyze K-1s, and assist with multi-jurisdictional reporting.

The role requires strong knowledge of Subchapter K, collaboration with investment, accounting, legal, and philanthropic teams, and experience with complex fund structures.

Formación

• Bachelor's degree in Accounting or related field with GPA 3.25+
• 2+ years of experience in tax compliance including partnership taxation or investment funds
• Understanding of Subchapter K and fund-level partnership allocations
• CPA certification or CPA 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 for funds preferred
• Experience with AI-enabled tax software or platforms is a plus

Responsabilidades

• Prepare and review tax returns and schedules for fund partnerships and LLCs
• Maintain and reconcile tax basis schedules, capital accounts, and partnership allocations
• Analyze Schedules K-1 from PE/VC/hedge fund investments for tax reporting implications
• Monitor reporting requirements including UBTI, ECI, PFICs and forms 8865/5471/8938
• Conduct technical tax research related to partnership taxation and multi-jurisdictional filing requirements
• Collaborate with investment, accounting, legal, and philanthropic teams to gather information
• Prepare supporting documentation for tax audits and regulatory reporting
• Support tax planning for high-net-worth individuals, trusts, and foundations
• Monitor tax law developments and propose process improvements

Conocimientos

Partnership taxation

Investment fund structures

Subchapter K

Tax return preparation

K-1 analysis

Excel

Educación

Bachelor's degree in Accounting

CPA certification preferred

Master's in Taxation/Accounting/JD preferred

MBA or JD preferred

Herramientas

AI-enabled tax software

Microsoft Excel

Tax research platforms

Descripción del empleo

Walton Enterprises seeks a Senior Associate, Tax - Funds to support tax compliance, reporting, and planning for fund investments including private equity, venture capital, hedge funds, and real estate. You will prepare partnership tax filings, analyze K-1s, and assist with multi-jurisdictional reporting.

The role requires strong knowledge of Subchapter K, collaboration with investment, accounting, legal, and philanthropic teams, and experience with complex fund structures.