The client is seeking a Senior Director, Tax to lead REIT-related tax matters and support strategic private capital initiatives and tax planning activities. This role ensures transactions and operations are structured and executed in a REIT-compliant manner across a complex global structure. The position reports to the Vice President, Tax and leads a team of tax professionals, working cross-functionally with accounting, finance, legal, investments, and asset management, as well as external advisors.
Key responsibilities include developing tax strategies and advising on transactions involving M&A, capital markets activity, and investment structures within the REIT framework. The role reviews transaction documents and provides guidance on tax structuring and related provisions, while also overseeing REIT qualification and compliance, including income and asset testing, and managing REIT due diligence for acquisitions and investments. It will also lead U.S. tax matters related to private capital structures, joint ventures, and portfolio companies, and oversee tax compliance and reporting across partnership structures and global investments.
The Senior Director, Tax will provide guidance on tax operational matters, including planning, budgeting, internal communications, and collaboration with accounting on tax reporting, financial statement disclosures, and ASC 740 considerations, while maintaining internal controls and documentation to support SOX compliance. Qualifications include a bachelor’s degree in Accounting or a related field, with CPA, MST, or JD preferred, and at least 12+ years of progressive tax experience in public accounting and/or industry. The role requires deep expertise in REIT taxation, partnership taxation, and inbound tax considerations for non-U.S. investors, along with experience in complex transactions, joint ventures, and investment structures, strong analytical and communication skills, and leadership and team management experience; preferred qualifications include international tax experience (outbound), ASC 740 experience, exposure to financial products and tax structuring, and experience with tax technology and process improvement initiatives.