Manager, Tax Planning

Ventas

Manager, Tax Planning at Ventas developing tax-efficient strategies for domestic and international transactions. Collaborating with internal teams to manage tax risk and maintain REIT compliance.

Posted 6/5/2026full-timeNew York City • Illinois, Kentucky, New York • 🇺🇸 United StatesMid-LevelSenior💰 $120,000 - $190,000 per yearWebsite

About the role

Key responsibilities & impact

Planning and execution of tax structuring efforts related to acquisitions, dispositions, financings, and joint ventures
Partner with Acquisitions, Asset Management, Accounting, and Legal to develop and implement tax-efficient transaction structures
Prepare tax modeling, technical analyses, and written memoranda for complex REIT structures (e.g., RIDEA/TRS, PropCo/OpCo, partnerships, B2B arrangements)
Support transaction diligence and execution, including review of deal structures and coordination with advisors
Closely collaborate with Tax Accounting and Tax Compliance to ensure accurate and timely reporting of planning positions
Assist in monitoring REIT income and asset tests, including tracking intercompany income streams, and income and asset mix considerations
Maintain strong working relationships with internal stakeholders and communicate regularly with business executives and department leaders
Manage relationships with outside advisors to ensure timely, budget-aligned delivery of tax, valuation, and related services
Support preparation of REIT representation letters and supporting analyses, as well as annual certifications and tax-related public disclosures
Prepare transfer pricing analyses supporting intercompany arrangements; assist with transfer pricing documentation and data gathering

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, or related field; CPA or JD required
5+ years of experience in real estate or REIT tax planning (public accounting, law firm, or in-house), ideally within the healthcare REIT space
Strong knowledge of REIT qualification rules, partnership taxation, and transaction structuring
Experience with tax modeling and analysis in a deal environment, as well as impact on tax provisions
Exposure to international tax and transfer pricing preferred
Strong written and verbal communication skills, with ability to explain complex tax concepts to non-tax stakeholders
Ability to manage multiple priorities in a fast-paced, collaborative environment
Must be located in the New York City, NY, Louisville, KY, or Chicago, IL surrounding area or willing to relocate for the duration of employment
Willingness to adapt and thrive in a blended work environment with 3-days in office, seamlessly transitioning between remote work and in-office operations
Must be legally authorized to work in the United States without need for employer sponsorship now or in the future.

Benefits

Comp & perks

medical
dental
vision
retirement savings
paid time off
other wellness benefits

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

tax structuringtax modelingtechnical analysesREIT structurestransfer pricingpartnership taxationtransaction structuringinternational taxfinancial analysisdiligence support

Soft Skills

communication skillsrelationship managementcollaborationorganizational skillsability to manage prioritiesadaptabilityproblem-solvingwritten communicationverbal communicationteamwork

Certifications

Bachelor’s degreeCPAJD