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Walton Enterprises · 1 month ago

Senior Coordinator – Tax & Accounting

US-FL-Naples

Full-time

Onsite

Mid, Senior Level

3+ years exp

Walton Enterprises is a family-led organization supporting the trust administration needs of the Walton family. They are seeking a Senior Coordinator – Tax & Accounting to provide advanced administrative and operational support across the Tax and Accounting teams, ensuring the accuracy and organization of tax and financial records while supporting compliance activities.

Domain RegistrarGraphic DesignInformation TechnologyWeb DesignWeb DevelopmentWeb Hosting

Comp. & Benefits

H1B Sponsor Likely

Responsibilities

Perform routine tax compliance tasks, including filings, payments, and reconciliations

Collect, organize, and distribute supporting documentation for tax returns

Assist with the preparation of simple tax forms, workpapers, and setup of tax software

Research and resolve minor tax discrepancies or notices, serve as a resource for standard tax procedures, and escalate issues to Tax team

Maintain tax calendars, compliance checklists, tracking sheets, and documentation used to support timely tax filings and reviews

Coordinate materials for tax meetings, reviews, and special projects

Perform weekly bank reconciliations for 150+ accounts, including identifying discrepancies and coordinating with accounting team members to investigate and resolve issues

Maintain bank reconciliation tracker to ensure completeness, accuracy, and timely reconciliation of all accounts and periods

Research and resolve straightforward accounting discrepancies

Oversee the end-to-end process for 250+ monthly custodial statements, including downloading from portals, uploading to SharePoint, and tracking receipt and archival status

Maintain financial records, schedules, and reporting dashboards

Provide operational support to Accounting team members for ad hoc tasks, special projects, and routine accounting operations

Qualification

Tax complianceAccounting experienceMicrosoft OfficeDocument managementProblem-solving

Required

High school diploma required; associate or bachelor's degree preferred

3–5 years of administrative, accounting, or tax experience

Demonstrated ability to manage workflows with minimal supervision

Proficiency with Microsoft Office (Excel, Power Point, Word, SharePoint, etc.)

Preferred

associate or bachelor's degree preferred

Company

Walton Enterprises

Walton Enterprises provides logo design, website design, web hosting, and web maintenance services.

Founded in 1983

Bentonville, Arkansas, US

51-200 employees

https://www.waltonbusad.com

H1B Sponsorship

Walton Enterprises has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

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Trends of Total Sponsorships

2025 (1)

2021 (1)