Tax Director

Overview

The organization is seeking a Tax Director. This role involves working independently and collaboratively in a flexible, Teams-driven workplace.

Responsibilities

Quarterly and Annual Tax Compliance

• Calculate the annual taxability of the Company’s dividends for review by outside tax experts.
• Oversee timely preparation of international, federal, and state income tax returns and estimated tax payments for the parent REIT, operating partnership, and other affiliates where the Company has a direct or indirect ownership interest.
• Review and oversee quarterly and annual tax compliance activities for the Company’s taxable REIT subsidiaries (TRSs), including taxable income calculations, estimated tax payments, income tax returns, and related supporting workpapers.
• Advise unitholders on federal and state estimates of quarterly taxable income; coordinate with tax staff to disseminate information to unitholders; serve as liaison to respond to unitholder questions and comments.
• Oversee and coordinate preparation and dissemination of composite consents and/or withholding affidavits to unitholders.
• Direct tax staff in timely review of monthly, quarterly, and annual sales tax returns, including determining taxable goods and services on a state-by-state basis.
  • Respond to audit notices as needed.
  • Analyze benefits and costs of voluntary disclosure agreements.
  • Correspond with center staff as needed.
• Review annual personal property tax listings and coordinate with center management as needed.
• Prepare and/or review annual tax basis financial statements for wholly owned entities.
• Oversee timely preparation of certain business license renewals and ensure proper filing with appropriate governing bodies.
• Review and coordinate with tax staff maintenance of tax return due date lists and schedules to ensure timely filing of required forms in jurisdictions where the Company does business.
• Oversee and assist tax staff in gathering information and preparing or reviewing responses to notices received from taxing authorities.
• Review quarterly REIT income, asset, and distributions tests and complete compliance checklist for final review by VP, Tax.
  • Conduct quarterly REIT calls with outside REIT experts.
  • Communicate with operations and marketing departments to identify other income items.

Manage Tax Work and Research

• Review and/or complete tax research assigned by VP, Tax, including:
  • REIT qualification issues
  • Federal, state, and local law changes
  • Partnership issues
  • Foreign reporting and accounting tax matters
• Evaluate the effects of sales, purchases, and joint venture arrangements, including related projection calculations of income and fixed asset implications; assist in due diligence.
• Ensure efficient implementation of new tax law and/or IRS guidelines and regulations for all companies, including joint ventures, including:
  • Ensuring companies make the most beneficial yearly elections on tax returns.
  • Ensuring timely filing of necessary method change forms with the IRS.
  • Creating and maintaining matrices to detail annual elections and method change forms to be filed by each affiliated company.
• Manage ASC 740/FIN48 reporting and monitoring for all domestic and international (Canada) activity.
• Analyze and document revaluation triggers; prepare or oversee required work due to conclusions reached.
• Prepare or review quarterly and annual tax provision work, including ASC 740 analyses, uncertain tax positions, deferred tax calculations, and supporting disclosures for SEC reporting purposes.

Joint Venture Accounting (10%)

• Record and monitor quarterly and annual tax basis financial statements of joint ventures to ensure completeness and accuracy for internal and external partner tax information needs.
• Prepare federal and state income tax workpapers for use by outside tax preparers to complete joint venture tax returns; provide oversight of outside preparers and primary review of returns once completed.
• Interpret operating agreements and create income allocation models for new or potential joint ventures.
• Maintain records of joint venture partners according to operating agreements; ensure obligations are met.
• Calculate estimates of taxable income and answer JV partners’ questions.
• Correspond periodically with JV partners as required by operating agreements or as needed to maintain compliance.

Requirements

• Masters of Science with a concentration in Taxation or Juris Doctorate with Tax LL.M required.
• At least 7 years of experience working in the area of taxation either at an accounting firm, law firm, or REIT.
• Active standing CPA license (if MS in Tax).
• 1–3 years of experience in a corporate accounting department or public accounting is preferred.

Preferred Qualifications

• Demonstrates an advanced understanding of accounting standards and procedures (tax law and regulations, GAAP).
• Knowledge of taxation by following federal, state, and international laws.
• Ability to outline and communicate performance expectations to staff aligned with departmental and organizational goals.
• Ability to research, problem solve, and make decisions based on laws, policies, and best practices.
• Ability to anticipate and mitigate risks.
• Ability to work well under pressure.
• Ability to work independently as well as in a small team is essential.
• Ability to continue required education necessary to maintain CPA license.

Compensation & Benefits

• Hiring range (base salary): $99,000 - $147,600 per year
• Competitive salary
• Generous suite of Medical, Dental, and Vision Benefits
• 401(k) match
• Paid PTO and Holidays
• Paid Volunteer Hours
• Team Member Paid Leave Programs
• Tuition Reimbursement
• Wellness Incentives
• Group Life and Disability Insurance
• Voluntary Benefits
• Team Member Discounts

Location

Flexible, Teams-driven workplace designed to support connection across geographies.