Job Description

About the Position

Walton Enterprises is seeking a skilled, highly motivated and entrepreneurial individual to join the organization as a Senior Tax Associate. This position reports directly to an experienced Managing Director and works collaboratively with the members of our expanding tax team.

Our Commitment to Diversity, Equity, Inclusion and Belonging

We are committed to embedding diversity, equity, and inclusion throughout the organization to foster an environment where all associates THRIVE and belong. We do this by creating:

• a culture committed to continuous learning that recognizes and values differences
• an environment of respect and connection to learn from the richness of identities, experiences, and perspectives
• fair access for all to opportunities for growth and advancement

What you will do

You will have a chance to continue building your career. You will learn, grow, and contribute - building new relationships and discovering the satisfaction that comes with producing high-quality, valued work and advice. Senior Tax Associates will perform detail level review of individual, fiduciary, partnership, estate and gift workpapers and tax returns. You will participate in meetings and consult on projects related to tax planning opportunities and implications. You will oversee/assist with miscellaneous tax projects and conduct research to support the tax planning opportunities helping our principals make informed and strategic decisions based on their personal objectives. You will assist in training, mentoring, and supervising new staff as well as participate in and contribute to the goals of the department.

Responsibilities to include, but not limited to

• Perform detail reviews of all aspects of tax engagements including planning and preparation, for individual income tax, business tax, and philanthropic returns as appropriate
• Prepare and review and technical tax research, analysis, and written memorandums
• Prepare and review quarterly income tax projections
• Assist with management of federal and state tax notice responses and potential audits
• Interact with the client and their advisors
• Train and mentor staff level associates, ensuring proper execution of assignments
• Recognize technical issues, reach appropriate conclusions, and be able to discuss with managers applying authority to support conclusions
• Participate in training and seminars as well as present internally on technical issues
• Offer ongoing status updates to management and to the engagement team

Who we are looking for

Qualifications required for your success

The Senior Tax Associate should possess the following attributes/experience:

• Bachelor’s degree in accounting from an accredited college/university
• Minimum of 2 years tax compliance and advisory skills with focus on high-net-worth individuals, flow-through entities, or family office tax experience.
• CPA certification or CPA exam ready
• Public accounting experience, Big 4 strongly preferred
• Excellent analytical, technical, and tax accounting/technology skills with proficiency in tax compliance
• Ability to perform tax research to assist with tax consulting projects
• Experience with state & local taxation, including franchise and multi-jurisdiction income tax
• Proven ability to work on multiple client engagements and adhere to tax deadlines
• Ability to effectively use Microsoft Office Suite, including Word, Excel and PowerPoint
• Ability to instruct and mentor staff on a project level basis
• Experience with tax preparation and research software products such Thompson Reuters, CCH, BNA Income Tax Planner, and Bloomberg BNA

Additional helpful experience includes

• Advanced degree such as MST, MAcc, JD, or LLM
• Experience in investment partnerships such as hedge funds, private equity, or real estate
• Experience with foreign reporting common to high net worth investing and foreign tax credit utilization, and tax minimization

Personal attributes that support your success

• Ability to act as a trusted advisor to principals and colleagues while demonstrating expertise and integrity
• You are helpful, a team player, and show respect while collaborating with others
• You are results oriented and exercise sound judgment in your work
• Ability to multi-task and manage multiple commitments,
• Excellent organizational and communication skills
• Detail oriented; Looking for ways to improve work processes and increase efficiency
• A lifelong learner, who seeks to enhance knowledge through technical reading, continuing education, and other means.
• Ability to give and receive feedback graciously
• Is inquisitive and solves problems with bold thinking and innovation
• Knows how to build effective relationships and network to achieve results
• You are dedicated to achieving excellence and work with others to tackle the tasks at hand

Compensation and Benefits Information*

Compensation Range: $102,000-127,000

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.

• This information is provided to comply with Colorado Law

All offers of employment are contingent on your successful completion (where permitted by state law) of a confidentiality agreement, background check and credit 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.

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 & Helen Walton’s family.

Walton Enterprises is an equal opportunity employer and is committed to building and maintaining a culturally diverse workplace that is free of discrimination and harassment of any kind. We encourage women, minorities, individuals with disabilities and veterans to apply. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, or any other status protected by the laws or regulations in the locations where we operate.

Basic Qualifications

• Bachelor’s degree in accounting from an accredited college/university
• Minimum of 2 years tax compliance and advisory skills with focus on high-net-worth individuals, flow-through entities, or family office tax experience.
• CPA certification or CPA exam ready
• Public accounting experience, Big 4 strongly preferred
• Excellent analytical, technical, and tax accounting/technology skills with proficiency in tax compliance
• Ability to perform tax research to assist with tax consulting projects
• Experience with state & local taxation, including franchise and multi-jurisdiction income tax
• Proven ability to work on multiple client engagements and adhere to tax deadlines
• Ability to effectively use Microsoft Office Suite, including Word, Excel and PowerPoint
• Ability to instruct and mentor staff on a project level basis
• Experience with tax preparation and research software products such Thompson Reuters, CCH, BNA Income Tax Planner, and Bloomberg BNA