Position Summary
The Senior Director, Tax will be a key member of the global tax function, responsible for leading REIT-related tax matters, strategic private capital initiatives, and tax planning activities. This role supports the company’s growth strategy by ensuring transactions and operations are executed in a REIT-compliant manner across a complex global structure.
This position reports to the Vice President, Tax and will lead a team of tax professionals. The role works cross-functionally with accounting, finance, legal, investments, and asset management teams, as well as external advisors.
Key Responsibilities
Tax Strategy & Transactions
- Lead and implement tax planning strategies related to M&A, capital markets activity, and investment structures within the REIT framework
- Review transaction documents and provide guidance on tax structuring and related provisions
- Partner with internal stakeholders and external advisors to support transaction execution
REIT Compliance & Oversight
- Oversee REIT qualification and compliance, including income and asset testing
- Manage REIT due diligence processes for acquisitions and investments
- Develop and maintain scalable REIT compliance policies and procedures
Private Capital & Joint Ventures
- Lead U.S. tax matters related to private capital structures, joint ventures, and portfolio companies
- Oversee tax compliance and reporting across complex partnership structures and global investments
Tax Operations & Reporting
- Provide guidance on tax operational matters, including planning, budgeting, and internal communications
- Partner with accounting on tax reporting, financial statement disclosures, and ASC 740 considerations
- Maintain internal controls and documentation to support SOX compliance
Leadership & Stakeholder Management
- Manage, mentor, and develop a team of tax professionals
- Collaborate with external advisors (law firms and accounting firms) and manage related engagements and budgets
- Monitor legislative and regulatory developments and advise the business on potential impacts
Qualifications
- Bachelor’s degree in Accounting or related field required; CPA, MST, or JD preferred
- 12+ years of progressive tax experience in public accounting and/or industry
- Deep expertise in REIT taxation, partnership taxation, and inbound tax considerations for non-U.S. investors
- Experience with complex transactions, joint ventures, and investment structures
- Strong leadership and team management experience
Core Competencies
- Strong analytical and problem-solving skills
- Ability to operate independently and make sound decisions in a fast-paced environment
- Attention to detail with a focus on identifying risks and improving processes
- Effective communication skills, with the ability to present technical concepts to non-tax stakeholders
Preferred Qualifications
- International tax experience (outbound)
- Experience with ASC 740
- Exposure to financial products and tax structuring
- Experience with tax technology and process improvement initiatives
