ABOUT THE ROLEThe AVP/VP, Transactions Tax will provide thoughtful leadership on tax planning, lead technical tax research, own the development of scalable processes, and oversee the modeling and review of transaction tax implications across the portfolio. This role will also deepen relationships with external advisors, guide policy development, and enhance the systems and workflows that support the company's transaction pipeline.
KEY RESPONSIBILITIES - Provide strategic leadership and oversight of the Transaction Tax function, ensuring accurate and timely tax analysis, investment structuring, and joint venture reporting.
- Advise on tax implications and structuring alternatives for complex real estate transactions, joint ventures, and capital deployment strategies.
- Lead cross-functional coordination of closing and financial information between Treasury, Capital Markets, Tax, Accounting, FP&A, Legal, and Portfolio Management to support seamless transaction execution.
- Develop and implement scalable policies, controls, and best practices to drive efficiency, consistency, and accuracy across the transaction tax lifecycle.
- Oversee and review sophisticated financial models, including waterfalls, income allocations, and tax forecasting models to support investment decision-making.
- Manage relationships and direction of third-party advisors, including law firms, accounting firms, and other specialists.
- Oversee analysis of ERP business unit builds to ensure proper tax method application and alignment with reporting requirements.
- Lead review of tax consolidation methods and monthly legal entity structure changes, ensuring accuracy and compliance.
- Provide technical tax expertise, including research and preparation of documentation supporting audit positions, tax filings, and internal decision-making.
- Develop, coach, and mentor team members, cultivating a culture of high performance, accountability, and continuous improvement.
OTHER DUTIESPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of this employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
TRAVELSome out of area and overnight travel may be expected.
MINIMUM REQUIREMENTS- Bachelor's degree in Accounting.
- CPA certification required.
- Minimum of 8-10 years of relevant experience.
- Prior experience in public accounting, project management, and team leadership.
- Strong understanding of GAAP accounting and tax compliance.
- Real estate industry experience preferred.
Employment is contingent upon the successful completion of a background check, drug screening, and verification of employment, education, and other credentials relevant to the position.
WHAT WE OFFER- Competitive Base Salary + Annual Bonus
- Generous Paid Time Off and Holidays
- Employee Stock Purchase Program - purchase shares at a 15% discount
- Employer-matching 401(k) Program + Profit Sharing Program
- Student Debt Program - we'll contribute up to $10,000 towards your student loans!
- Tuition Assistance Program
- Comprehensive and progressive Medical/Dental/Vision options
- Professional Growth
- And much more! https://welltower.com/newsroom/careers/
