Tax Accountant - Transactions & M&A (Real Estate)

Welltower™ Inc. (NYSE:WELL); Toledo (OH); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive Base Salary + Annual Bonus

Generous Paid Time Off and Holidays

Employee Stock Purchase Program – 15%

Employer-matching 401(k) + Profit-Sher

Student Debt Program – up to $10,000

Tuition Assistance Program

Medical/Dental/Vision options

Professional Growth

Job summary

Welltower Inc. is seeking a Tax Accountant, Transactions to support our tax function with workpapers, transaction reporting, and compliance across mergers, acquisitions, and dispositions. You will collaborate with GAAP accountants, cross-functional teams, and third-party providers to ensure timely tax reporting.

Responsibilities include preparing tax analyses, assisting with ERP data related to tax, and performing research to support transaction-related filings. Some travel may be required.

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 for partnership and joint venture tax reporting.
• 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 data for ERP builds as they relate to tax methods and reporting.
• Review changes to the company’s legal entity structure to determine tax filing requirements (including M&A).
• Perform tax research to support transaction-related compliance and documentation.

Skills

Tax accounting

CPA

Real estate experience

Education

Bachelor's degree in Accounting or related field

Tools

Tax compliance software

ERP systems

Job description

Welltower Inc. is seeking a Tax Accountant, Transactions to support our tax function with workpapers, transaction reporting, and compliance across mergers, acquisitions, and dispositions. You will collaborate with GAAP accountants, cross-functional teams, and third-party providers to ensure timely tax reporting.

Responsibilities include preparing tax analyses, assisting with ERP data related to tax, and performing research to support transaction-related filings. Some travel may be required.