Senior Tax Associate – Funds (Remote/Hybrid)

Walton Enterprises; Denver (CO); Presencial; USD 114.000 - 135.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

401(k) retirement plan

Paid time off

Descripción de la vacante

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

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Partnership tax

Investment funds

K-1 analysis

Tax research

Cross-team collaboration

Excel proficiency

Educación

Bachelor's in Accounting

GPA 3.25+

CPA certification or eligibility

Master's in Tax/Accounting

JD preferred

PE/VC/hedge fund experience preferred

Descripción del empleo

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