Indirect Tax Specialist

Welltower Inc. (NYSE : WELL); Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading residential wellness and healthcare company in Ontario is seeking an Indirect Tax Specialist to assist with tax filings, compliance, and planning. The ideal candidate will have experience in preparing sales tax returns and understanding of tax legislation. This role offers competitive salary, paid time off, and a supportive work environment focused on professional growth.

Benefits

Competitive Base Salary + Annual Bonus

Generous Paid Time Off and Holidays

Employee Stock Purchase Program

Employer-matching RRSP Program

Tuition Assistance Program

Comprehensive Medical/Dental/Vision options

Qualifications

• Minimum 3 to 5 years of experience with preparing and filing sales tax returns.
• Industry experience in seniors living and real estate development/management is a plus.

Responsibilities

• Prepare monthly, quarterly, and annual sales tax returns for federal and provincial taxes.
• Review operator prepared working papers and sales tax returns.
• Identify opportunities to reduce risk of noncompliance.

Skills

Tax compliance

Analytical skills

Accounting principles

Communication

Education

Bachelor's degree in Accounting

CPA accounting designation

Job description

About The Role

The Indirect Tax Specialist will assist the tax department with various indirect filing and compliance responsibilities, tax planning and research.

Key Responsibilities

• Account analysis and preparation of working papers to support the filing of monthly / quarterly / annual federal and provincial sales tax returns.
• Review operator prepared working papers and sales tax returns.
• Review current tax processes and procedures for efficiencies and ensure compliance by operators.
• Research best practices to ensure we maintain full compliance and make recommendations to management.
• Identify opportunities and implement strategies to reduce risk of noncompliance and maximizing input tax credits.
• Process & data entry real estate tax bills, valuations, and notices into internal database.
• Monthly / quarterly monitoring of property tax accruals to ensure payments are made on a timely basis.
• Manage the indirect tax calendar to ensure timely filings, and co-ordinate all necessary GST, HST and PST tax payments.
• Assist with the preparation of W-8-BEN-E and related residency certification forms.
• Assist advisors with annual report filings and research. Includes paying invoices received from third party support services.
• Reconciliation of government sales tax statements to accounting records and independently resolving discrepancies. Create an action plan to resolve any issues while keeping the tax department informed of potential risk and recommending solutions for mitigating those risks.
• Handle government audits including answering auditor queries and researching tax legislation to support filing positions.
• Preparation of self-assessments on new real estate developments, new residential property rebates and other applicable ITCs relating to constructed real estate.
• Independently research, analyze and document excise tax issues or legislative changes.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of this employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Travel

Some out of area and overnight travel may be expected.

Minimum Requirements

• Accounting designation (CPA) complete or actively working towards attaining, is preferred.
• Bachelors degree in Accounting or related field required.
• Minimum 3 to 5 years of experience with preparing and filing sales tax returns.
• Industry experience in seniors living and real estate development / management a plus.

Employment is contingent upon the successful completion of a background check, and verification of employment, education, and other credentials relevant to the position.

What We Offer

• Competitive Base Salary + Annual Bonus
• Generous Paid Time Off and Holidays
• Employee Stock Purchase Program – purchase shares at a 15% discount
• Employer-matching RRSP Program
• Tuition Assistance Program
• Comprehensive and progressive Medical / Dental / Vision options
• Professional Growth
• And much more! welltower.com / newsroom / careers /

About Welltower

Welltower Inc. (NYSE : WELL) an S&P 500 company, is the world\'s preeminent residential wellness and healthcare infrastructure company. Our portfolio of 1,500+ Seniors and Wellness Housing communities is positioned at the intersection of housing, healthcare, and hospitality, creating vibrant communities for mature renters and older adults in the United States, United Kingdom, and Canada. We also seek to support physicians in our Outpatient Medical buildings with the critical infrastructure needed to deliver quality care.

Our real estate portfolio is unmatched, located in highly attractive micro-markets with stunning built environments. Yet, we are an unusual real estate organization as we view ourselves as a product company in a real estate wrapper driven by relationships and unconventional culture.

Through our disciplined approach to capital allocation powered by our data science platform and superior operating results driven by the Welltower Business System, we aspire to deliver long-term compounding of per share growth and returns for our existing investors – our North Star.

Welltower is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our people. EOE / AA. Minority / Female / Sexual Orientation / Gender Identity / Disability / Vet