AVP, Transactions Tax

Welltower Careers • Dallas, TX

3d

About The Position

At Welltower, we’re transforming how the world thinks about senior living and wellness-focused real estate. As a global leader in residential wellness and healthcare infrastructure, we create vibrant, purpose-driven communities where housing, healthcare, and hospitality converge. Our culture is fast-paced, collaborative, and endlessly ambitious—guided by our mantra: The only easy day was yesterday. We’re looking for bold, independent thinkers who thrive on challenge, embrace complexity, and are driven to deliver long-term value. Every team member is empowered to think like an owner, innovate fearlessly, and lead from where they stand. If you're passionate about outcomes and inspired by the opportunity to shape the future of healthcare infrastructure, we want you on our best-in-class team. ABOUT THE ROLE The AVP, Transactions Tax will provide thought 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.

Requirements

• Bachelor’s degree in Accounting.
• CPA certification required.
• Minimum of 8 years of relevant experience.
• Prior experience in public accounting, project management, and team leadership.
• Strong understanding of GAAP accounting and tax compliance.

Nice To Haves

• Real estate industry experience preferred.

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.

Benefits

• 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!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees