Manager, Tax Planning

Job Description:

Ventas is a leading S&P 500 company enabling exceptional environments that benefit a large and growing aging population. With an enterprise value exceeding $50 billion and a portfolio of more than 1,400 properties across North America and the United Kingdom, Ventas is a preeminent participant in the longevity economy. Its largest business is private-pay senior housing, which includes over 850 communities providing valuable care and services to more than 90,000 residents. The Ventas portfolio also includes outpatient medical buildings, research centers and healthcare facilities that attract strong institutional demand from the largest health systems, biomedical companies and universities and other research institutions in the world. Backed by strong financial performance and a collaborative culture, Ventas has the capital, capabilities and relationships to deliver superior value. The experienced Ventas team shares a commitment to each other and to the Company's mission of helping people live longer, healthier, happier lives.

The Ventas tax department consists of various teams including tax planning, tax compliance, real estate tax, and tax accounting. The tax department's responsibilities include accurate and timely filings of federal, state, and local tax returns, monitoring REIT tax compliance, supporting the business with all tax planning matters, and providing tax data for various accounting purposes.

About the Role

The Manager, Tax Planning will play a critical and strategic role in developing and executing tax-efficient strategies across a wide range of domestic and international transactions. This individual will partner closely with cross-functional teams to support business initiatives while managing tax risk and maintaining REIT compliance.

This role requires a technically strong, business-oriented professional with deep experience in REIT and corporate tax matters, strong communication skills, and the ability to operate effectively in a dynamic, deal-driven environment. The position includes responsibility for mentoring junior team members. Key responsibilities include:

• 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

Qualifications

• 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

The estimated base salary range for this position is $125,000 - $180,000 per year. This range reflects a good-faith estimate of the base salary Ventas reasonably expects to pay at the time of posting. Actual base pay will be determined based on work location, skills, qualifications, relevant experience, and business needs.

In addition to base salary, this role is eligible for discretionary incentive compensation and a comprehensive benefits package, which includes medical, dental, vision, retirement savings, paid time off, and other wellness benefits under applicable plan terms.

#LI-MB1

#LI-Hybrid