Senior Manager, Tax-Funds

Role Overview

Position: Senior Tax Manager - Funds

Department: Accounting

Reporting to: Managing Director, 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 Senior Tax Manager - Funds. The ideal teammate demonstrates advanced expertise in partnership taxation, alternative investments, and real estate structures while providing strategic leadership across complex tax compliance and planning activities.

About the Position

This role leads tax compliance, reporting, and planning efforts for the family office investment portfolio, including private equity, venture capital, hedge funds, fund of funds, and real estate partnerships. The position integrates deep technical tax knowledge with investment focused insight, supporting pass‑through entity filings, tax basis tracking, and K‑1 analysis across a broad range of investment vehicles. The role also contributes to tax planning and research activities for individuals, trusts, and charitable entities in support of long‑term financial and philanthropic objectives.

Provide senior level tax leadership for investment funds and real estate activities, oversee complex compliance and planning efforts, and advise internal partners on tax strategy and risk considerations.

• Perform reviews of tax research, partnership work papers, allocations, and tax filings prepared by junior staff.
• Identify complex tax issues and provide tax analyses for a variety of hedge funds, private equity, fund‑of‑funds, real estate partnerships and their affiliates.
• Research, monitor, and assess downstream impact on individuals, trusts, and foundations.
• Develop planning ideas to negate negative outcomes for downstream investors.
• Monitor tax‑sensitive issues such as UBTI, ECI, PFIC, and foreign reporting obligations (e.g., Forms 8865, 5471, 8938).
• Support the Managing Director, Tax - Funds in fund structuring discussions, reviewing allocation models, waterfall provisions, and side letters as part of due diligence for investment opportunities.

• Conduct tax research on issues related to investment products and advise the investment services team on strategic tax planning.
• Stay current with tax law changes relevant to the real estate industry, alternative investment funds, partnerships, and high‑net‑worth individuals.
• Support the development and documentation of tax planning strategies tailored to investment entities.

• Coordinate with investment, legal, accounting, and philanthropic services teams to gather required data for tax filings and planning.
• Assist in data compilation and analysis to support tax audits and internal reporting.
• Participate in special projects related to new fund launches, transactions, or restructuring efforts.

• Advanced partnership and real estate taxation expertise
• Strategic tax research and technical writing skills
• Investment fund compliance and advisory experience
• Financial analysis and data interpretation
• Proficiency in Excel and tax workpaper systems
• Clear communication of complex tax concepts

• Bachelor's degree in Accounting or related field
• CPA certification.
• Master's in Taxation, Accounting, Business Administration, or J.D. preferred.
• 8+ years of experience in advanced partnership taxation or investment funds.
• Strong understanding of Subchapter K (704(b), 704(c), 734, 743), pass‑through entities, and fund‑level allocations.
• Excellent research and writing skills.
• Experience reviewing partnership agreements, side letters, and subscription documents.

• 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…