Manager, Tax Planning
About The Position
The Manager, Tax Planning will play a critical and strategic role in developing and executing tax-efficient strategies across a wide range of domestic and international transactions. This individual will partner closely with cross-functional teams to support business initiatives while managing tax risk and maintaining REIT compliance. This role requires a technically strong, business-oriented professional with deep experience in REIT and corporate tax matters, strong communication skills, and the ability to operate effectively in a dynamic, deal-driven environment. The position includes responsibility for mentoring junior team members.
Requirements
- Bachelor’s degree in Accounting, Finance, or related field; CPA or JD required.
- 5+ years of experience in real estate or REIT tax planning (public accounting, law firm, or in-house), ideally within the healthcare REIT space
- Strong knowledge of REIT qualification rules, partnership taxation, and transaction structuring
- Experience with tax modeling and analysis in a deal environment, as well as impact on tax provisions
- Strong written and verbal communication skills, with ability to explain complex tax concepts to non-tax stakeholders
- Ability to manage multiple priorities in a fast-paced, collaborative environment
- Must be legally authorized to work in the United States without need for employer sponsorship now or in the future
Nice To Haves
- Exposure to international tax and transfer pricing preferred
Responsibilities
- Planning and execution of tax structuring efforts related to acquisitions, dispositions, financings, and joint ventures
- Partner with Acquisitions, Asset Management, Accounting, and Legal to develop and implement tax-efficient transaction structures
- Prepare tax modeling, technical analyses, and written memoranda for complex REIT structures (e.g., RIDEA/TRS, PropCo/OpCo, partnerships, B2B arrangements)
- Support transaction diligence and execution, including review of deal structures and coordination with advisors
- Closely collaborate with Tax Accounting and Tax Compliance to ensure accurate and timely reporting of planning positions
- Assist in monitoring REIT income and asset tests, including tracking intercompany income streams, and income and asset mix considerations
- Maintain strong working relationships with internal stakeholders and communicate regularly with business executives and department leaders
- Manage relationships with outside advisors to ensure timely, budget-aligned delivery of tax, valuation, and related services
- Support preparation of REIT representation letters and supporting analyses, as well as annual certifications and tax-related public disclosures
- Prepare transfer pricing analyses supporting intercompany arrangements; assist with transfer pricing documentation and data gathering
Benefits
- medical
- dental
- vision
- retirement savings
- paid time off
- other wellness benefits
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What This Job Offers
Job Type
Full-time
Career Level
Manager
