Job Summary

The Vice President of Taxation reports to the Senior Vice President of Tax and is responsible for shaping and executing the Company’s tax strategy to support growth, optimize shareholder value, and ensure ongoing compliance.  Leads aspects of the Company’s tax compliance and planning function, including strategic planning, partnership tax, REIT compliance and property taxes. Manages a team of tax professionals and collaborate with the Company’s senior business leaders, external advisors, and regulatory agencies. 

The successful candidate will embody and work to reinforce MAA’s Core Values.  Those values include:

•  Appreciating the uniqueness of each individual

• Communicating openly and with integrity

• Embracing opportunities

• Doing the right thing at the right time for the right reasons

Duties and Responsibilities

Income Tax

• Leads the preparation and review of all federal and state tax filings, including complex partnership tax filings and K-1 analysis.
• Provides strategic tax guidance and planning, including entity structuring, transactions, dispositions and 1031 exchanges.
• Oversees the Company’s REIT qualification testing, including income and distribution tests as well as shareholder requirements.
• Projects REIT taxable income to support the Company’s dividend distribution planning.
• Directs capital account and debt allocation processes, including economic capital account maintenance (704b), tax basis capital account maintenance, and debt allocations to partners (REIT and non-REIT).
• Serves as a trusted advisor to senior leadership on emerging tax issues and opportunities and monitor tax-related issues.
• Partners with Finance and Accounting to monitor and adjust franchise, excise and income tax accruals and disclosures, including deferred tax assets/liabilities and valuation allowances.
• Manages all tax compliance audits, examinations and tax risk assessments. 

Property Taxes

• Oversees the Company’s property tax strategy, including valuation analyses, reviews, appeals and tax estimate integrity.
• Manages third-party consultants and internal processes for real and personal property tax, ensuring efficiency and cost savings.
• Directs all aspects of budgeting, planning and compliance to support the property tax process, including supervision of tax estimates for potential acquisitions and developments.
• Monitors economic and regulatory trends impacting property taxes.
• Ensures tax bills and business licenses are accurately filed and paid timely.

Leadership & Management

• Leads, mentors, and develops a team of tax professionals.
• Fosters cross-functional collaboration with Operations, Finance, Legal and other departments.
• Champions process improvements and technology adoption to enhance tax operations.
• Perform other related duties as assigned to meet the needs of the business.

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Required Qualifications

• Bachelor’s degree in Accounting, Taxation, or a related field required

• 10-15 years of professional tax experience, inclusive of a minimum of five (5) years in public accounting and corporate tax, are required

• Supervisory/management experience at the director-level or above required.

Preferred Qualifications

• Active CPA license preferred

• Master’s degree preferred

Knowledge, Skills, and Abilities

• Working knowledge of real estate and partnership agreements, including tax and accounting principles, K-1 analysis, capital account management, 1031 planning, etc.

• Working knowledge of real and personal property tax, including valuation and tax appeal processes, tax payment management, and planning.

• Knowledge and skill with interpreting financial reporting, tax laws and regulations specific to REITs

• Skills to supervise and manage the performance of a team, including selection, delegation, and coaching.

• Skill and ability to demonstrate a hands-on approach and success in working in a team-based environment.

• Skill and ability to clearly and concisely communicate verbally and in writing.

• Skill in applying critical thinking, analysis and problem-solving methods.

• Proficiency with Microsoft Office applications (Word, Excel, Outlook and PowerPoint)

Physical and Environmental Requirements

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• While performing the duties of this job, the employee is regularly required to talk or hear.

• The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms.

• This position requires the ability to occasionally lift office products and supplies, up to 20 pounds.

• This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Disclaimer

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