Sr. Manager, REIT Tax

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This position is primarily responsible for the supervision and execution of US direct tax and REIT reporting and compliance.


  • Supervise and execute REIT tests and help maintain related compliance with REIT rules including, but not limited to:
  • REIT income and asset testing on a quarterly basis
  • Ensure compliance with Lineage’s Private Letter Ruling
  • Assist with managing and minimizing risks inherent with being a REIT
  • Assist with REIT due diligence for acquisitions and integration into existing REIT tax structure.
  • Monitor REIT industry issues and analyze legislative proposals impacting the REIT industry.
  • Supervise and execute accurate and timely preparation and filing of US federal, state, and local income and franchise tax returns.
  • Prepare and/or review documents to support internal/external auditors and tax advisors.
  • Lead income tax projections, including those related to forecasts and budgets.
  • Assist with estimated tax payment calculations, and ensure all tax payments are made timely and recorded accurately, working with AP/Treasury
  • Assist with income tax provisions and supporting schedules, including documenting uncertain tax positions.
  • Ensure tax account balances are accurate and in accordance with GAAP.  
  • Supervise the tracking of all compliance and filing statuses.
  • Prepare responses to IRS, state, and local tax matters, ensuring appropriate tracking of communications and responses, and assist with any related audits.
  • Assist with special projects as assigned.
  • Supervise the Tax Analyst

Required qualifications:

  • Minimum 5 years’ experience to include the following:
    • Comprehensive knowledge and experience with US tax reporting and related regulations
    • Comprehensive knowledge of US Tax laws specific to REIT compliance with extensive practical “hands-on” modelling experience for both income and asset testing components.
  • Bachelor’s Degree in Tax or Accounting
  • Strong organization skills with a demonstrated ability to effectively manage multiple projects and processes while meeting deadlines
  • Strong analytical skills, critical thinking, and problem-solving skills 
  • Demonstrated ability to successfully exercise independent judgment and discretion
  • Assertive, self-motivated, team-oriented individual with excellent verbal and written communication skills
  • Intermediate to advanced computer skills, including experience with Microsoft Excel, Word, Outlook, PowerPoint

Lineage Team Members:

  • Lead with our core values:  Safe, Trust, Respect, Innovation, Bold, Servant Leadership
  • Continually meet internal and external customer expectations through collaborative teamwork and a willingness to help and support others.
  • Commit to a culture of safety, promote a safe work environment through personal actions and identification of any safety concerns.
  • Demonstrate a natural curiosity about the business and take initiative to continually improve performance and work processes through feedback, problem solving and innovation.

Why Lineage?

This is an excellent position to begin your career path within Lineage! Success in this role enables greater responsibilities and promotions! A career at Lineage starts with learning about our business and how each team member plays a part each and every day to satisfy our customers’ requirements. Beyond that, you’ll help us grow and learn on our journey to be the very best employer in our industry. We’ll ask you for your opinion and ensure we do our part to keep you developing and engaged as we grow our business. Working at Lineage is energizing and enjoyable. We value respect and care about our team members.

Lineage is an Equal Employment Opportunity Employer and is committed to compliance with all federal, state, and local laws that prohibit workplace discrimination and unlawful harassment and retaliation.  Lineage will not discriminate against any applicant on the basis of race, color, age, national origin, religion, physical or mental disability or any other protected status under federal, state and local law.


Lineage provides safe, stable, reliable work environments, competitive pay, excellent Health and Dental benefits, 401K, and Paid Time Off and Sick Days