BBaker Tilly logo

Baker Tilly

Accounting · 10k people

Tax Credit Finance and Consulting Manager

Posted 19 Oct

What’s this role about? The manager will build and maintain complex financial models for real estate tax credit investments while serving as the primary client contact for developers and investors. They will also manage multiple transactions independently, advise on financial feasibility, and mentor junior staff members.

Madison, Wisconsin
Hybrid
$59K – $237K
Full-time
5-10 years exp
4807 Innovate Ln, Madison, Wisconsin 53718
Bachelor degree

Skills required

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Company

About Baker Tilly Every business is different—and the strongest decisions come from collaborating with a firm that understands how yours truly works. Baker Tilly is a top 10 advisory, tax, and assurance firm helping organizations uncover what drives their performance and reveal the distinct strategic advantage within. With unparalleled industry intelligence across 30+ sectors focused on the middle market, we deliver guidance tailored to your needs that’s backed by professionals across the U.S. and global markets. —— Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 143 territories, with more than 50,000 professionals and a combined worldwide revenue of $6.8 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook , and Instagram.

Baker Tilly

AssuranceTaxAnalyticsGovernanceRiskand ComplianceGovernment ContractsGrowth StrategiesHuman CapitalLitigation Support
BBaker Tilly logo
10,001+ employees
Accounting
Partnership
161k LinkedIn followers
Raised $2.5B

Responsibilities

  • Are you interested in joining one of the fastest-growing public accounting
  • firms?
  • If so, consider joining Baker Tilly (BT) as a Tax Credit Finance and Consulting
  • Manager on our Development Advisory team. This is an exciting opportunity to
  • serve as a trusted business advisor, delivering financial consulting services to
  • developers, institutional investors, and other stakeholders related to projects
  • financed with Historic Tax Credits, Low-Income Housing Tax Credits, and other
  • tax incentivized subsidies. You'll work alongside firm leadership to support
  • clients, help grow the practice, and make a direct impact on the firm's success.
  • As one of the nation's fastest-growing firms, Baker Tilly offers strong career
  • growth, workplace flexibility, and meaningful relationships with clients,
  • teammates, and leaders who are invested in your success.
  • Baker Tilly's Development Advisory practice brings deep expertise in complex
  • real estate transactions, a passion for supporting community development, and a
  • commitment to helping clients navigate an increasingly regulated environment. We
  • serve developers, property owners, state housing finance agencies, public
  • housing authorities, syndicators, and investors across the United States,
  • providing proactive guidance on development, compliance, risk, and strategic
  • initiatives.
  • Build, maintain, and review complex Excel financial models for real estate
  • tax credit investments.
  • scenarios.
  • Serve as the primary client contact throughout the transaction lifecycle,
  • partnering with developers, investors, attorneys, and internal
  • stakeholders.
  • minimal supervision.
  • Advise clients on transaction structure, financial feasibility, tax credit
  • optimization, and partnership structures.
  • Prepare and organize client deliverables.
  • Research technical and industry issues, analyze data, and present findings to
  • clients and internal teams.
  • Mentor and support the development of junior staff.
  • Provide general consulting services to help clients achieve their strategic
  • and financial objectives.

Qualification

Finance & AccountingConsultingManagement & Leadership

Preferred

  • Five+ years of financial modeling/analysis real estate experience.
  • Experience with Historic Tax Credits (HTC), Low-Income Housing Tax Credits
  • (LIHTC), or other real estate tax credit investments.
  • Demonstrated advanced Excel and financial modeling expertise.
  • Experience structuring complex real estate tax credit transactions.
  • Strong understanding of partnership structures and partnership taxation.
  • performance.
  • Excellent client management, communication, analytical, organizational,
  • interpersonal, and project management skills.
  • Ability to work independently, manage multiple transactions, and deliver
  • exceptional client service.
  • Commitment to continuous learning and staying current on industry trends,
  • regulations, and applicable tax credit strategies.
  • The pay range for this position is $66,000 to $182,200. This range represents a
  • good-faith and reasonable estimate of the compensation the firm expects to pay
  • for this position at the time of posting. Actual compensation will depend on a
  • variety of relevant factors, including an applicant’s skills, experience,
  • qualifications, professional certifications, work arrangements, geographic
  • location, and other business and organizational needs. It is not typical for an
  • individual to be hired at or near the top of the range, and compensation
  • decisions depend on the facts and circumstances of each case. Baker Tilly offers

Benefits

  • Workplace flexibility
  • Career growth opportunities

Interested in this role?

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