Senior Tax Associate
American Healthcare REIT, Irvine, CA, United States
Tax Senior (Public REIT) - American Healthcare REIT, Inc.
Irvine, CA
Full-Time
Job Description We are seeking a Tax Senior to join the tax department of a publicly traded U.S. REIT. This role will support all aspects of income tax compliance and financial reporting, including REIT qualification, ASC 740 provision, and multi-state and international tax matters. The position will work closely with the Tax Director and SVP – Tax and will interact regularly with external advisors, auditors, and internal departments. Principal responsibilities include, but are not limited to:
Compliance
Coordinate preparation and review of federal, state, and local income tax returns with external tax advisors.
Assist with compliance related to UPREIT structure, including partnership and corporate filings.
Assist with partnership tax matters, including maintenance of tax capital accounts and 704(b) books.
Assist with REIT qualification compliance, including:
Quarterly and annual income and asset testing
Preparation, review, and maintenance of E&P
Shareholder reporting (including Forms 1099-DIV).
Assist with preparation and review of:
Estimated tax payments
Extensions
Withholding and composite filings
ASC 740 / Tax Provision
Prepare quarterly and annual income tax provision schedules, including:
Current and deferred tax calculations
Return-to-provision true-ups
Effective tax rate analysis
Valuation allowance considerationsUncertain tax position documentation
Assist with preparation of tax-related financial statement disclosures and footnotes.
Support provision documentation and workpapers for external audit review.
Operations & Process
Prepare and analyze tax data from general ledger and financial systems.
Maintain tax fixed asset schedules and depreciation support.
Maintain tax calendar and compliance timelines.
Assist with responses to federal, state, and local tax notices.
Support documentation and internal controls related to the tax function (including audit support).
Support ongoing tax planning initiatives led by tax leadership.
Partner with accounting, financial reporting, legal, investor relations, and property accounting teams to support tax reporting and compliance.
Coordinate closely with external accounting firms and advisors.
Requirements
Bachelor’s degree from an accredited college or university, preferably in accounting or finance.
3-6 years of experience in BIG 4 or national accounting firm and/or public company tax department in real estate industry.
Solid experience in corporate and partnership income tax return preparation in a multi-state environment.
Experience with REIT and real estate are strongly preferred.
CPA license is strongly preferred.
Experience with ASC 740.
Excellent Microsoft Office computer skills, including Excel & Word. Experience with E-forms is a plus.
Experience with tax provision software (OneSource, Corptax etc.) a plus.
Experience with tax return preparation software (GoSystem etc.) required.
Excellent written and verbal communications skills
Strong work ethic, team player with strong attention to details and ability to work independently and take ownership of assigned workstreams
Excellent critical thinking, problem solving, mathematical and sound judgement skills
Strong accounting, multitasking and organizational skills
#J-18808-Ljbffr
Irvine, CA
Full-Time
Job Description We are seeking a Tax Senior to join the tax department of a publicly traded U.S. REIT. This role will support all aspects of income tax compliance and financial reporting, including REIT qualification, ASC 740 provision, and multi-state and international tax matters. The position will work closely with the Tax Director and SVP – Tax and will interact regularly with external advisors, auditors, and internal departments. Principal responsibilities include, but are not limited to:
Compliance
Coordinate preparation and review of federal, state, and local income tax returns with external tax advisors.
Assist with compliance related to UPREIT structure, including partnership and corporate filings.
Assist with partnership tax matters, including maintenance of tax capital accounts and 704(b) books.
Assist with REIT qualification compliance, including:
Quarterly and annual income and asset testing
Preparation, review, and maintenance of E&P
Shareholder reporting (including Forms 1099-DIV).
Assist with preparation and review of:
Estimated tax payments
Extensions
Withholding and composite filings
ASC 740 / Tax Provision
Prepare quarterly and annual income tax provision schedules, including:
Current and deferred tax calculations
Return-to-provision true-ups
Effective tax rate analysis
Valuation allowance considerationsUncertain tax position documentation
Assist with preparation of tax-related financial statement disclosures and footnotes.
Support provision documentation and workpapers for external audit review.
Operations & Process
Prepare and analyze tax data from general ledger and financial systems.
Maintain tax fixed asset schedules and depreciation support.
Maintain tax calendar and compliance timelines.
Assist with responses to federal, state, and local tax notices.
Support documentation and internal controls related to the tax function (including audit support).
Support ongoing tax planning initiatives led by tax leadership.
Partner with accounting, financial reporting, legal, investor relations, and property accounting teams to support tax reporting and compliance.
Coordinate closely with external accounting firms and advisors.
Requirements
Bachelor’s degree from an accredited college or university, preferably in accounting or finance.
3-6 years of experience in BIG 4 or national accounting firm and/or public company tax department in real estate industry.
Solid experience in corporate and partnership income tax return preparation in a multi-state environment.
Experience with REIT and real estate are strongly preferred.
CPA license is strongly preferred.
Experience with ASC 740.
Excellent Microsoft Office computer skills, including Excel & Word. Experience with E-forms is a plus.
Experience with tax provision software (OneSource, Corptax etc.) a plus.
Experience with tax return preparation software (GoSystem etc.) required.
Excellent written and verbal communications skills
Strong work ethic, team player with strong attention to details and ability to work independently and take ownership of assigned workstreams
Excellent critical thinking, problem solving, mathematical and sound judgement skills
Strong accounting, multitasking and organizational skills
#J-18808-Ljbffr