Tax Accountant, Transactions

About the Role

The Tax Accountant, Transactions will support the Company’s tax function by preparing tax workpapers, assisting with transaction-related tax reporting, and supporting compliance activities. This role will work closely with cross-functional teams, the Company’s GAAP accountants, and third-party service providers to help ensure accurate and timely reporting of tax matters related to transactions, mergers, acquisitions, and dispositions (M&A). The position will also assist with tax research, documentation, and coordination of information to support return filings and other tax reporting requirements.

Key Responsibilities

• Prepare tax workpapers and supporting schedules for federal, state, and local income tax returns.
• Assist in setting up closed transactions in the Company’s tax compliance software and systems for partnership and joint venture tax reporting, capital account maintenance, and income tax compliance.
• Prepare analyses such as capital account reconciliations and income allocations related to transactions.
• Assist with the preparation of estimated tax payments and computation of taxes due.
• Support the preparation of corporate, partnership, and state income tax returns.
• Help compile and maintain data for ERP system builds as they relate to tax methods and reporting.
• Assist in reviewing changes to the Company’s legal entity structure to determine tax filing requirements, including those from M&A activity.
• Perform tax research to support transaction-related compliance and documentation.
• Perform other duties as assigned.

Minimum Requirements

• Bachelor’s degree in Accounting or related field required.
• 1–3 years of tax accounting experience in a CPA firm or corporate tax department preferred.
• CPA certification preferred.
• 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!

Travel

Some out of area and overnight travel may be expected.

About Welltower

Welltower® Inc. (NYSE: WELL) an S&P 500 company, is the world's preeminent residential wellness and healthcare infrastructure company. Our portfolio of 1,500+ Seniors and Wellness Housing communities is positioned at the intersection of housing, healthcare, and hospitality, creating vibrant communities for mature renters and older adults in the United States, United Kingdom, and Canada. We also seek to support physicians in our Outpatient Medical buildings with the critical infrastructure needed to deliver quality care. Our real estate portfolio is unmatched, located in highly attractive micro-markets with stunning built environments. Yet, we are an unusual real estate organization as we view ourselves as a product company in a real estate wrapper driven by relationships and unconventional culture. Through our disciplined approach to capital allocation powered by our data science platform and superior operating results driven by the Welltower Business System, we aspire to deliver long-term compounding of per share growth and returns for our existing investors – our North Star.