Senior Tax Associate

Tax Senior (Public REIT) - American Healthcare REIT, Inc.

Irvine, CA

Full-Time

Salary: $90,000 - $100,000

Job Description

Responsibilities

We are seeking a Tax Senior to join the tax department of a publicly traded U.S. REIT. This role will support all aspects of income tax compliance and financial reporting, including REIT qualification, ASC 740 provision, and multi-state and international tax matters. The position will work closely with the Tax Director and SVP – Tax and will interact regularly with external advisors, auditors, and internal departments. Principal responsibilities include, but are not limited to:

Compliance

• Coordinate preparation and review of federal, state, and local income tax returns with external tax advisors.
• Assist with compliance related to UPREIT structure, including partnership and corporate filings.
• Assist with partnership tax matters, including maintenance of tax capital accounts and 704(b) books.
• Assist with REIT qualification compliance, including:
• Quarterly and annual income and asset testing
• Preparation, review, and maintenance of E&P
• Shareholder reporting (including Forms 1099-DIV).
• Assist with preparation and review of:
• Estimated tax payments
• Extensions
• State apportionment schedules
• Withholding and composite filings

ASC 740 / Tax Provision

• Prepare quarterly and annual income tax provision schedules, including:
• Current and deferred tax calculations
• Return-to-provision true-ups
• Effective tax rate analysis
• Valuation allowance considerations
• Uncertain tax position documentation
• Assist with preparation of tax-related financial statement disclosures and footnotes.
• Support provision documentation and workpapers for external audit review.

Operations & Process

• Prepare and analyze tax data from general ledger and financial systems.
• Maintain tax fixed asset schedules and depreciation support.
• Maintain tax calendar and compliance timelines.
• Assist with responses to federal, state, and local tax notices.
• Support documentation and internal controls related to the tax function (including audit support).
• Support ongoing tax planning initiatives led by tax leadership.
• Partner with accounting, financial reporting, legal, investor relations, and property accounting teams to support tax reporting and compliance.
• Coordinate closely with external accounting firms and advisors.

Requirements

• Bachelor’s degree from an accredited college or university, preferably in accounting or finance.
• 3-6 years of experience in BIG 4 or national accounting firm and/or public company tax department in real estate industry.
• Solid experience in corporate and partnership income tax return preparation in a multi-state environment.
• Experience with REIT and real estate are strongly preferred.
• CPA license is strongly preferred.
• Experience with ASC 740.
• Excellent Microsoft Office computer skills, including Excel & Word. Experience with E-forms is a plus.
• Experience with tax provision software (OneSource, Corptax etc.) a plus.
• Experience with tax return preparation software (GoSystem etc.) required.
• Excellent written and verbal communications skills
• Strong work ethic, team player with strong attention to details and ability to work independently and take ownership of assigned workstreams
• Excellent critical thinking, problem solving, mathematical and sound judgement skills
• Strong accounting, multitasking and organizational skills