Senior Relationship Manager – New Markets Tax Credit Advisory

Baker Tilly•Madison, WI

13d•Hybrid

About The Position

Baker Tilly is seeking a Senior Relationship Manager to join their Capital Formation Team. This team specializes in structuring and sourcing tax credits to fund the growth and expansion of high-impact projects and operating businesses nationwide. The NMTC team is an industry-leading financial consulting group with over 20 years of experience in the NMTC industry, having closed billions of dollars in NMTC transactions for diverse projects. They work with For-Profit and Non-Profit organizations to secure tax credits, structure financing, and maximize capital stacks. The Senior Relationship Manager will identify, engage, and lead projects through the competitive NMTC financing process. This client-facing role requires attention to detail, critical thinking, and project management skills, with the responsibility of managing multiple clients simultaneously. While new business development is not the primary focus initially, it is expected to become an integral part of the role to support planned growth. Candidates with experience in client management and new business development are highly desired. Performance is rewarded, and there are many professional growth opportunities within the team.

Requirements

4-year degree
8 years professional experience
Demonstrated analytical, organizational, interpersonal, project management, and communication skills.
Ability to provide exceptional client service and demonstrate commitment to continuous learning in order to stay current regarding applicable strategies.
Understanding of financials, operating performance, proformas and budgets.

Nice To Haves

Ten+ years of commercial mid-market or CRE lending, structured finance and/or NMTC or subsidy related accounting.
Work experience with NMTCs or community development finance.
Willingness to travel to meetings, conferences, and events – Approximately 20 – 30% of time.
While remote work is applicable on limited or seasonal basis, the successful candidate will have a willingness to work in BT Offices on a regular basis and to travel as required [generally short duration].
An undergraduate degree in Business Administration with emphasis in Accounting, Finance, or real estate preferred.

Responsibilities

Pursue leads for new projects and successfully close the financing or new business opportunity
Establish and maintain relationships with NMTC financing parties including community development entities, investors, and lenders
Lead process of marketing NMTC projects to community development entities and investors
Project management including educating potential borrower’s on NMTCs timeline, success strategy, process, and structure
Assist clients with financing structures to support NMTC financings
Prepare preliminary financial structures / models
Prepare executive summary pitchbooks for projects to source NMTC capital from community development entities and investors
Secure and negotiate term sheets from all parties
Oversee the gathering, organizing, and analyzing of due diligence
Oversee the closing and documentation of the NMTC financing
Perform as an industry leader internally and externally, representing Baker Tilly and the NMTC team through outreach efforts, internal and external meetings/events, and client interactions
Assist with growing the NMTC financing practice
Staff management and people development; supervising and coordinating activities of other team members