Manager, Tax Planning

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

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
• 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