Tax Accountant, Transactions

Welltower™ Inc. (NYSE:WELL); Frisco (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive base salary

Annual bonus

Employee stock purchase program

401(k) with company match

Tuition assistance

Comprehensive health benefits

Job summary

Welltower in Frisco, TX is seeking a Tax Accountant, Transactions to support the tax function by preparing workpapers, assisting with transaction-related tax reporting, and ensuring compliance for mergers, acquisitions, and dispositions.

You will work with GAAP accountants and cross-functional teams, perform tax research, and help with return filings, with travel as needed and a background in real estate tax preferred.

Qualifications

• Bachelor’s degree in Accounting or related field required.
• 1–3 years of tax accounting experience in a CPA firm or corporate tax department preferred.
• CPA certification preferred.
• Real estate industry experience preferred.

Responsibilities

• Prepare tax workpapers and supporting schedules for federal, state, and local income tax returns.
• Assist in setting up closed transactions in tax compliance software and systems for partnership and joint venture tax reporting.
• Prepare analyses such as capital account reconciliations and income allocations related to transactions.
• Assist with estimated tax payments and computation of taxes due.
• Support preparation of corporate, partnership, and state income tax returns.
• Help compile data for ERP systems as they relate to tax methods and reporting.
• Review changes to the legal entity structure to determine tax filing requirements, including M&A activity.
• Perform tax research to support transaction-related compliance and documentation.

Skills

Tax accounting

Real estate tax

1-3 years experience

Education

Bachelor's degree in Accounting

CPA certification

Job description

WELLTOWER – REIMAGINE REAL ESTATE WITH US

Welltower, now the world’s largest real estate company by market capitalization, is continuing to grow at an exciting pace!

At Welltower, we’re transforming how the world thinks about senior living and wellness-focused real estate. As a global leader in residential wellness and healthcare infrastructure, we create vibrant, purpose-driven communities where housing, healthcare, and hospitality converge. Our culture is fast-paced, collaborative, and endlessly ambitious—guided by our mantra: The only easy day was yesterday.

We’re looking for bold, independent thinkers who thrive on challenge, embrace complexity, and are driven to deliver long-term value. Every team member is empowered to think like an owner, innovate fearlessly, and lead from where they stand. If you're passionate about outcomes and inspired by the opportunity to shape the future of healthcare infrastructure, we want you on our best-in-class team.

Summary

The Tax Accountant, Transactions will support the Company’s tax function by preparing tax workpapers, assisting with transaction‑related tax reporting, and supporting compliance activities. This role will work closely with cross-functional teams, the Company’s GAAP accountants, and third‑party service providers to help ensure accurate and timely reporting of tax matters related to transactions, mergers, acquisitions, and dispositions (M&A). The position will also assist with tax research, documentation, and coordination of information to support return filings and other tax reporting requirements.

Key Responsibilities

• Prepare tax workpapers and supporting schedules for federal, state, and local income tax returns.
• Assist in setting up closed transactions in the Company’s tax compliance software and systems for partnership and joint venture tax reporting, capital account maintenance, and income tax compliance.
• Prepare analyses such as capital account reconciliations and income allocations related to transactions.
• Assist with the preparation of estimated tax payments and computation of taxes due.
• Support the preparation of corporate, partnership, and state income tax returns.
• Help compile and maintain data for ERP system builds as they relate to tax methods and reporting.
• Assist in reviewing changes to the Company’s legal entity structure to determine tax filing requirements, including those from M&A activity.
• Perform tax research to support transaction‑related compliance and documentation.
• Perform other duties as assigned.

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

• Bachelor’s degree in Accounting or related field required.
• 1–3 years of tax accounting experience in a CPA firm or corporate tax department preferred.
• CPA certification preferred.
• Real estate industry experience preferred.

Employment is contingent upon the successful completion of a background check, drug screening, 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 401(k) Program + Profit Sharing Program
• Student Debt Program – we’ll contribute up to $10,000 towards your student loans!
• Tuition Assistance Program
• Comprehensive and progressive Medical/Dental/Vision options
• Professional Growth
• And much more! https://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