Tax Associate

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.

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.

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.

• 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 work papers 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.

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

• 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

• 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.

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.

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…