Job Description

Join to apply for the Tax Director, Real Estate role at Waterton

2 weeks ago Be among the first 25 applicants

Join to apply for the Tax Director, Real Estate role at Waterton

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from Waterton

Waterton has grown from very humble beginnings with one phone and two desks to the successful, nationally recognized real estate investment and management firm it is today. As Waterton has evolved and grown, one thing has remained constant - the drive to achieve results by exceeding expectations. For 25 years Waterton remains passionate about delivering an incredible Resident Experience, which we believe is made possible by offering an extraordinary experience for our talented associates. We value performance that delivers experiences that exceed expectations, coupled with an unwavering commitment to Investor, Guest, and Resident service excellence. Overall, we are a collection of people who strive daily to “find the good and leave it better”.

Job Summary

The Tax Director, Real Estate is responsible for overseeing tax-related activities within the organization, ensuring compliance with local, state and federal tax regulations along with REIT compliance functions for corporate and portfolio entities

Your Impact And Job Responsibilities

• Leads tax planning and compliance efforts across federal and state jurisdictions, for both corporate and portfolio entities and structures, liaising between third-party tax preparers and internal accounting teams
• Leads REIT compliance process on a quarterly and annual basis and coordinates with internal accounting teams to document ASC 740 memos in conjunction with year-end audits
• Provides guidance for the CFO, SVP Portfolio Accounting and Investor Relations on tax-related items during the due diligence process for prospective investors
• Provides recommendations with structuring of acquisitions and dispositions and tax diligence, including underwriting of state and local taxes with a goal of minimizing tax exposure and maximizing returns
• Oversees third-party service providers to lead the quarterly and annual process to calculate and document corporate tax provisions
• Prepares tax-impacted versions of fund models on a semi-annual basis with the assistance of portfolio controllers
• Works with internal accounting and external tax preparers to prepare annual tax estimates for corporate and portfolio stakeholders
• Oversees and responds to investors’ tax-related inquiries on a recurring and/or ad-hoc basis
• Responsible for federal and state audits and represents the corporate and portfolio entities before taxing authorities, with the assistance of third-party tax preparers and consultants
• Responsible for state and local tax filings
• Maintains an understanding of significant agreements and impacts on tax matters
• Monitors and stays abreast with changes in tax laws, regulations, and industry trends that affect real estate investments, while providing relevant tax updates to leadership

What You’ll Bring- Desired Skills And Experience

• Bachelor’s degree in Accounting (preferred) or related field with specialization in Taxation
• 6+ years of real estate experience with a public accounting firm or corporate tax department; commercial experience is a plus, preferably in a multi-family environment
• Knowledgeable on federal and state tax laws as they pertain to real estate investments, fund structures, and the associated investor base
• Strong experience with tax planning, compliance, and structuring for complex real estate transactions and investments
• Proficient with Microsoft Office to include Word, Excel, and Outlook; Advanced skillset with general ledger software
• Proven ability to manage multiple projects, prioritize tasks, and meet deadlines in a fast-paced, dynamic environment
• Excellent customer service skills while maintaining the highest standards of professionalism

How We Will Recognize And Reward You

At Waterton, we recognize that compensation and benefits are important to our associates. We offer a wide variety of benefits including:

• Competitive compensation and incentive program participation
• Full suite of benefits including Medical, Dental, Life, Disability, and even pet insurance
• 401K + match
• Generous paid time off, volunteer time off, and paid holidays
• A commitment to life-long learning through learning plans that include internal and external trainings with LinkedIn Learning, as well as consideration for tuition reimbursement
• Employee discounts and wellness initiatives, likes an onsite gym
• Hybrid work environment (based on business or position need)

The typical base salary hiring range for this role is $130,000.00-$180,000.00 per year, plus bonus program participation.

The pay range is a base pay only and does not include any additional compensation or bonuses that this position may be eligible for. The pay range is approximate and the actual pay may vary depending on related work experience, certifications, education, and other job related factors.

Waterton welcomes all.

Waterton is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Management

Referrals increase your chances of interviewing at Waterton by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Child care support

Paid paternity leave

Tuition assistance

Disability insurance

Get notified about new Tax Director jobs in Chicago, IL .

Chicago, IL $180,000.00-$230,000.00 6 days ago

Greater Chicago Area $200,000.00-$250,000.00 3 weeks ago

Greater Chicago Area $300,000.00-$350,000.00 3 weeks ago

Chicago, IL $165,800.00-$221,000.00 1 week ago

Chicago, IL $210,000.00-$290,000.00 6 days ago

Senior Director, Tax & Regulatory Services

Northbrook, IL $165,800.00-$221,000.00 1 week ago

Tax Director - Mergers & Acquisitions (Private Equity)

Chicago, IL $120,000.00-$300,000.00 1 week ago

Director of Tax ( CPA and trust required)

Chicago, IL $280,000.00-$350,000.00 5 days ago

Tax Managing Director, State & Local Tax (Sales & Use)

Chicago, IL $185,500.00-$492,000.00 6 days ago

Vice President, Technical Accounting Advisory

Chicago, IL $125,000.00-$165,000.00 26 minutes ago

Chicago, IL $130,000.00-$195,000.00 1 week ago

Managing Director, Transaction Advisory Services

Chicago, IL $550,000.00-$900,000.00 1 week ago

Chicago, IL $157,500.00-$420,000.00 5 days ago

Chicago, IL $150,000.00-$200,000.00 1 week ago

Chicago, IL $150,000.00-$200,000.00 3 weeks ago

Chicago, IL $110,000.00-$120,000.00 1 week ago

Director - Strategic Financing Services - Applications and Strategic Planning

Financial Services Director of Business Development

Chicago, IL $120,000.00-$185,000.00 2 weeks ago

Managing Director of Investment Banking - Wealth Advisory - Minneapolis or Oak Brook

Chicago, IL $225,000.00-$275,000.00 4 days ago

Strategy& Deals Private Equity Value Creation (PEVC) TMT Director

Chicago, IL $155,000.00-$410,000.00 1 week ago

Chicago, IL $155,000.00-$410,000.00 1 week ago

Business Development Director – Nonprofit & Education

Chicago, IL $100,000.00-$300,000.00 23 hours ago

Chicago, IL $200,000.00-$285,000.00 3 days ago

Sustainability - Capital Project and Infrastructure Director

Chicago, IL $155,000.00-$410,000.00 2 weeks ago

Greater Chicago Area $80,000.00-$350,000.00 1 hour ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Job Tags

Similar Jobs