Manager, Tax Planning

About the role

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.

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
• 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

Qualifications

• 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
• Exposure to international tax and transfer pricing preferred
• 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 located in the New York City, NY, Louisville, KY, or Chicago, IL surrounding area or willing to relocate for the duration of employment
• Willingness to adapt and thrive in a blended work environment with 3-days in office, seamlessly transitioning between remote work and in-office operations
• Must be legally authorized to work in the United States without need for employer sponsorship now or in the future

Pay

The estimated base salary range for this position is $120,000 – $190,000 per year. This range reflects a good-faith estimate of the base salary Ventas reasonably expects to pay at the time of posting. Actual base pay will be determined based on work location, skills, qualifications, relevant experience, and business needs.

Schedule

This role is eligible for a flexible schedule with 3-days in office, seamlessly transitioning between remote work and in-office operations.