New Markets Tax Credit Fellowship (2026 Open Access– Part-time)
About The Position
It’s an exciting time to join Baker Tilly! We are looking for an Open Access Fellow to join our Capital Formation - New Markets Tax Credits Team. The Capital Formation Team at Baker Tilly (BT) is comprised of dedicated, client-focused professionals specializing in capital sourcing for real estate projects and operating businesses nationwide. Our specialized team assists project sponsors in securing and structuring capital for new construction, expansion, and acquisition/rehabilitation of real estate and the expansion of job creating operating businesses. BT’s New Markets Tax Credit (NMTC) team is an industry leading financial consulting group which has been involved in the NMTC industry since its inception over 20 years ago. The team presently maintains offices in Illinois, Texas and Wisconsin and is comprised of professionals with significant NMTC and structured finance experience. You will have the opportunity to: Seek information from project sponsors to analyze community impacts of projects Collaborate with and assist team with financing structures to support NMTC or related financings Prepare executive summary pitchbooks for projects to source NMTC capital, investment and subsidy from development entities and investors [primarily national banks] Assist team to identify and interact with the financing participants and investors Assist team in obtaining and negotiating term sheets Prepare preliminary financial models Gather, organize and analyze due diligence Assist in project management responsibilities Assist in the closing and documentation of the NMTC related financing Assist in drafting of NMTCs applications
Requirements
- A high school diploma required
- Applied and admitted into the Open Access program; flexibility to work part-time starting in May 2026 to August 2026
- Demonstrated analytical, organizational, interpersonal, project management, and communication skills
- Ability to provide exceptional client service and demonstrate commitment to continuous learning to stay current regarding applicable strategies
- Understanding of financial and operating performance
- There is currently no immigration sponsorship available for this position
Responsibilities
- Seek information from project sponsors to analyze community impacts of projects
- Collaborate with and assist team with financing structures to support NMTC or related financings
- Prepare executive summary pitchbooks for projects to source NMTC capital, investment and subsidy from development entities and investors [primarily national banks]
- Assist team to identify and interact with the financing participants and investors
- Assist team in obtaining and negotiating term sheets
- Prepare preliminary financial models
- Gather, organize and analyze due diligence
- Assist in project management responsibilities
- Assist in the closing and documentation of the NMTC related financing
- Assist in drafting of NMTCs applications
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What This Job Offers
Job Type
Part-time
Career Level
Intern
Education Level
High school or GED
Number of Employees
1,001-5,000 employees
