VP, Tax - Real Estate Transactions

Welltower Refresh 2025; Dallas (TX); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Annual bonus

PTO and holidays

Employee stock purchase program

401(k) with profit sharing

Student debt program

Job summary

Welltower seeks an AVP/VP, Transactions Tax to lead tax planning, manage technical tax research, and develop scalable processes for the portfolio. The role includes modeling, advisory work on complex real estate deals, and guiding policy development.

You will collaborate with Treasury, Finance, Legal, and Portfolio Management to ensure accurate tax analysis and compliant execution across investments. CPA required.

Qualifications

• Bachelor’s degree in Accounting is required.
• CPA certification is required.
• 8–10 years of relevant experience in tax or real estate.
• Public accounting, project management, and team leadership experience is preferred.
• Strong understanding of GAAP accounting and tax compliance.
• Real estate industry experience is preferred.

Responsibilities

• Provide leadership for the Transaction Tax function and tax analysis.
• Advise on tax implications and structuring for complex real estate transactions.
• Coordinate closing activities across Treasury, Capital Markets, Tax, Accounting, FP&A, Legal, and Portfolio Management.
• Develop scalable tax policies, controls, and best practices.
• Oversee tax modeling, including waterfalls and tax forecasting models.
• Manage relationships with external advisors including law and accounting firms.
• Review ERP builds for proper tax method alignment and reporting.
• Lead review of monthly tax consolidation methods and entity changes.
• Provide research support for audit positions, filings, and internal decisions.
• Coach and mentor team members to foster high performance.

Skills

Tax planning

Tax research

Leadership

Cross-functional coordination

Financial modeling

Mentoring/coaching

Education

Bachelor’s degree in Accounting

CPA certification

Tools

ERP systems

Tax software

Financial modeling tools

Job description

WELLTOWER – REIMAGINE REAL ESTATE WITH US

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.

ABOUT THE ROLE

The AVP/VP, Transactions Tax will provide thoughtful leadership on tax planning, lead technical tax research, own the development of scalable processes, and oversee the modeling and review of transaction tax implications across the portfolio. This role will also deepen relationships with external advisors, guide policy development, and enhance the systems and workflows that support the company’s transaction pipeline.

KEY RESPONSIBILITIES

• Provide strategic leadership and oversight of the Transaction Tax function, ensuring accurate and timely tax analysis, investment structuring, and joint venture reporting.
• Advise on tax implications and structuring alternatives for complex real estate transactions, joint ventures, and capital deployment strategies.
• Lead cross-functional coordination of closing and financial information between Treasury, Capital Markets, Tax, Accounting, FP&A, Legal, and Portfolio Management to support seamless transaction execution.
• Develop and implement scalable policies, controls, and best practices to drive efficiency, consistency, and accuracy across the transaction tax lifecycle.
• Oversee and review sophisticated financial models, including waterfalls, income allocations, and tax forecasting models to support investment decision-making.
• Manage relationships and direction of third- party advisors, including law firms, accounting firms, and other specialists.
• Oversee analysis of ERP business unit builds to ensure proper tax method application and alignment with reporting requirements.
• Lead review of tax consolidation methods and monthly legal entity structure changes, ensuring accuracy and compliance.
• Provide technical tax expertise, including research and preparation of documentation supporting audit positions, tax filings, and internal decision-making.
• Develop, coach, and mentor team members, cultivating a culture of high performance, accountability, and continuous improvement.

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, and 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.
• CPA certification required.
• Minimum of 8-10 years of relevant experience.
• Prior experience in public accounting, project management, and team leadership.
• Strong understanding of GAAP accounting and tax compliance.
• 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!

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