VP, Tax

Overview

The organization is seeking a VP, Tax to oversee the company’s tax strategy, compliance, reporting, and risk management while helping preserve REIT status and supporting long-term growth initiatives. This role works independently and collaboratively in a flexible, Teams-driven workplace.

Responsibilities

Domestic Monthly, Quarterly, and Annual Tax Compliance

• Lead and oversee the company’s REIT compliance activities, including quarterly income, asset, and distribution testing; collaborate with outside REIT experts; and coordinate with Operations and Marketing to identify other income items.
• Oversee the preparation, review, and timely filing of federal, state, international, and joint venture tax returns, estimated tax payments, dividend taxability workpapers, and related tax reporting requirements.
• Manage sales tax reporting, personal property tax returns/listings, tax notices, audits, and communications with taxing authorities, outside tax experts, and JV partners.
• Evaluate tax credits, incentives, debt allocation matters, cost segregation studies, depreciation allocation schedules, and other tax-planning opportunities that support company objectives.

Other Tax Work and Research

• Review and/or complete tax research related to REIT qualification issues; federal, state, and local law changes; partnership issues; and foreign reporting and accounting tax matters.
• Review acquisition and disposition agreements, JV structures, operating agreements, TIF and development agreements, and significant acquisition due diligence for possible tax implications to the company or Operating Partnership.
• Lead implementation of new tax law and/or IRS guidelines and regulations, including yearly elections, method change forms, matrices, tax provisions, ASC 740/FIN48 reporting, and revaluation trigger analysis.
• Serve as a tax resource to leadership and business partners, including consultation as applicable with NAREIT and support with People & Culture on employee federal, state, and local tax withholding and timing issues involving remittance of such tax.

International Monthly, Quarterly, and Annual Tax Compliance

• Oversee international tax compliance activities, including tax return preparation, withholding obligations, transaction tax reporting, and responses to international taxing authorities, coordinating with outside tax preparers and tax accounting staff as needed.

Corporate Structure / Entity Management and Excess Ownership Limitations

• Advise management on entity formation and dissolution issues; ensure Form W-9s are accurately prepared and current; and work with corporate counsel and outside counsel on ownership reports, shareholder ownership limitations, annual confirmations, and related resolutions or waivers.

Assistance with Financial Reporting / Incentive Compensation Administration

• Prepare and/or review tax-related public reporting disclosures, annual proxy statement schedules and disclosures, and support administration of the company’s incentive compensation plans in coordination with People & Culture, as needed.

Requirements

• Master of Science with a concentration in Taxation.
• At least 10 years of experience working in REIT and real estate taxation, either at an accounting firm, law firm, or REIT.
• Active CPA license, if Master of Science in Tax.

Preferred Qualifications

• Continuing education to maintain an active CPA license.

Competencies

• Demonstrates advanced understanding of accounting standards, tax law and regulations, and GAAP.
• Demonstrates knowledge of taxation by following federal, state, and international laws.
• Clearly outlines and communicates 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 environment.
• Ability to read, write, and comprehend the English language.

Compensation & Benefits

• Hiring Range: $153,000 - $233,000 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

Additional Information

• A background check will be conducted for this position.
• Equal Opportunity: All employment decisions are based on qualifications, merit, and business need.
• E-Verify is used for employment verification.
• Unsolicited agency submissions from recruiters or staffing agencies will not be considered.

EEO Statement

The organization values diverse perspectives and is committed to fostering an environment where everyone is valued and respected.