What are the responsibilities and job description for the Senior Tax Associate position at American Healthcare REIT?
Tax Senior (Public REIT) - American Healthcare REIT, Inc.
Irvine, CA
Full-Time
Job Description
Responsibilities
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
- State apportionment schedules
- 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 considerations
- Uncertain 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