Manager, Tax Credit Structuring & Advisory
About The Position
Are you interested in joining one of the fastest-growing public accounting firms? If so, consider joining Baker Tilly (BT) as a Manager, Tax Credit Structuring & Advisory 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.
Requirements
- 4-year degree
- 5 years professional experience
Nice To Haves
- Five+ years of Low-Income Housing Tax Credit (LIHTC) experience, including underwriting, financial modeling, development, consulting, or similar work.
- Experience with Historic Tax Credits (HTC), affordable housing, or other real estate tax credit investments.
- Advanced Excel and financial modeling expertise.
- Experience structuring complex real estate tax credit transactions.
- Strong understanding of partnership structures and partnership taxation.
- Understanding of real estate financial statements and operating performance.
- Excellent client management, communication, analytical, organizational, interpersonal, and project management skills.
- Highly developed Microsoft Office skills, particularly Excel and Word.
- 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.
Responsibilities
- Build, maintain, and review complex Excel financial models for real estate tax credit investments.
- Develop financial projections, investment analyses, and transaction scenarios.
- Serve as the primary client contact throughout the transaction lifecycle, partnering with developers, investors, attorneys, and internal stakeholders.
- Manage multiple client engagements and transactions independently with 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.
Benefits
- comprehensive compensation and benefits package
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What This Job Offers
Job Type
Full-time
Career Level
Manager
