Indirect Tax Specialist - Sales & Use Tax

Indirect Tax Specialist - Sales & Use Tax

At Welltower, we're transforming how the world thinks about senior living and wellness-focused real estate. As a global leader in residential wellness and healthcare infrastructure, we create vibrant, purpose-driven communities where housing, healthcare, and hospitality converge. Our culture is fast-paced, collaborative, and endlessly ambitiousguided by our mantra : The only easy day was yesterday.

We're looking for bold, independent thinkers who thrive on challenge, embrace complexity, and are driven to deliver long-term value. Every team member is empowered to think like an owner, innovate fearlessly, and lead from where they stand. If you're passionate about outcomes and inspired by the opportunity to shape the future of healthcare infrastructure, we want you on our best-in-class team.

The Indirect Tax Specialist will assist the tax department with sales and use tax filing and compliance responsibilities. Duties will also include tax planning, research, and audit management.

Key Responsibilities :

• Prepare and file various state and local sales and use tax returns, supported by detailed financial data analysis
• Maintain adequate work papers supporting the sales and use tax filings
• Process sales & use tax payments and operator billings with coordination from various accounting teams
• Own the reconciliation process for sales and use tax general ledger accounts
• Manage sales tax registrations, renewals, and cancellations across jurisdictions
• Review current tax processes and procedures for efficiencies and compliance. Research best practices to ensure we maintain full compliance and make recommendations to management.
• Serve as a knowledgeable resource for internal sales and use tax inquiries and provide guidance based on current state and local tax regulations
• Maintain comprehensive tax exemption records inclusive of resale certifications
• Contribute to strategic tax projects with high visibility and cross-functional collaboration
• Monitor new tax laws and regulations to ensure compliance across the portfolio
• Receive and manage all tax notices from state and local authorities. Responsible for creating an action plan to resolve any issues while keeping the tax department informed of potential risk and recommending solutions for mitigating those risks.
• Defending sales and use tax audits, including obtaining supporting documentation, preparing schedules to support tax positions, and researching sales / use tax audit issues

Other Duties :

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of this employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Travel :

Some out of area and overnight travel may be expected.

Minimum Requirements :

What We Offer :

About Welltower :

Welltower Inc. (NYSE : WELL) an S&P 500 company, is the world's preeminent residential wellness and healthcare infrastructure company. Our portfolio of 1,500+ Seniors and Wellness Housing communities is positioned at the intersection of housing, healthcare, and hospitality, creating vibrant communities for mature renters and older adults in the United States, United Kingdom, and Canada. We also seek to support physicians in our Outpatient Medical buildings with the critical infrastructure needed to deliver quality care.

Our real estate portfolio is unmatched, located in highly attractive micro-markets with stunning built environments. Yet, we are an unusual real estate organization as we view ourselves as a product company in a real estate wrapper driven by relationships and unconventional culture.

Through our disciplined approach to capital allocation powered by our data science platform and superior operating results driven by the Welltower Business System, we aspire to deliver long-term compounding of per share growth and returns for our existing investors our North Star.

Welltower is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our people. EOE / AA. Minority / Female / Sexual Orientation / Gender Identity / Disability / Vet.