Director, Tax Planning

Ventas is a leading S&P 500 company dedicated to building exceptional environments for an aging population. The tax department is organized into teams that handle tax planning, compliance, real estate tax, and tax accounting.

About the Role

The Director, Tax Planning plays a critical strategic role in developing and executing tax‑efficient strategies across a wide range of domestic and international transactions. This individual will partner closely with cross‑functional teams to support business initiatives while managing tax risk and maintaining REIT compliance. The role includes mentoring junior team members and may include direct supervisory responsibility.

Key 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.
• 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.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• CPA or JD required.
• 8+ 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.

Benefits

The estimated base salary range for this position is $170,000 - $275,000 per year, with discretionary incentive compensation and a comprehensive benefits package that includes medical, dental, vision, retirement savings, paid time off, and wellness benefits under applicable plan terms.