Associate, Tax

Position: Tax Associate Department: Tax

Reporting to: Senior Manager, Tax

FLSA Status: Exempt Location: Bentonville, AR, Denver, CO

Walton Enterprises is seeking a skilled, highly motivated and entrepreneurial individual to join the team as a Tax Associate. The ideal teammate will have the demonstrated ability to prepare individual, partnership and/or nonprofit tax returns under the supervision of an experienced tax manager.

About the Position

As a member of the Tax Department, the Tax Associate will support the preparation and review of tax filings across a wide range of entities, including individuals, trusts, partnerships, nonprofits, and private foundations. This role will gain exposure to complex, multi-generational family office tax work, providing an excellent foundation for growth within the team.

What you will do

The Tax Associate contributes to compliance, research, and planning projects under the guidance of senior tax professionals. The role assists with return preparation, supports documentation and record management, and helps identify planning opportunities, while continuously building technical knowledge and professional expertise.

Responsibilities

Assist in preparing and reviewing tax returns for individuals, trusts, partnerships, pass-through entities, nonprofits, and foundations.
• Conduct tax research and prepare analysis to support compliance and planning.
• Assist in preparation of workpapers and filings across various state jurisdictions.
• Maintain accurate tax records and supporting documentation.
• Collaborate with other departments to gather information required for compliance and reporting.
• Support the identification of tax planning opportunities and assist in developing recommendations.
• Stay current with changes in tax laws, regulations, and industry best practices.
• Contribute to ad hoc tax-related projects and compliance initiatives.
• Participate in the preparation and review of 1099 filings and other annual compliance requirements.
• Support the Tax Department in delivering high-quality service to family clients and entities.

Who we are looking for

Skills needed

• Tax Compliance
• Tax Management
• Tax Advisory and Planning
• Financial Reporting
• Detail Attentive
• Communicating Effectively

Qualifications required for your success

• Bachelor's degree in Accounting or related field
• Master's degree in Accounting, Tax, Business Administration or Juris Doctor preferred
• CPA certification or CPA exam eligible preferred
• Previous experience in tax accounting or related field preferred
• Strong knowledge of tax regulations and laws
• Excellent communication and interpersonal skills
• Ability to build and maintain positive client relationships
• Strong problem-solving and analytical skills
• Attention to detail and accuracy
• Proficient in Microsoft Office Suite
• Experience with tax preparation and tax research software

Personal attributes that support your success

• Demonstrates discretion, integrity, and expertise while serving as a trusted advisor to principals and colleagues.
• Collaborates respectfully and effectively with others, contributing to a supportive, team-oriented environment.
• Approaches challenges with curiosity, bold thinking, and a commitment to continuous learning and innovation.
• Maintains a strong focus on results, consistently exercising sound judgment and decision-making.
• Brings a visionary mindset, planning strategically for the future with imagination and insight.
• Committed to excellence and actively engages with others to accomplish shared goals.

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: $94,000 - $117,000

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.

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.