Tax Credit Closing Manager

Berkadia•Boston, MA

6d•Remote

About The Position

The Tax Credit Closing Manager coordinates documentation, communication, and closing processes for LIHTC investments. The role supports accurate and efficient transaction execution by working with internal teams and external stakeholders, including outside counsel, investors, deal teams, vendors, and Finance. Responsibilities include tracking due diligence and closing documentation, managing checklists and transaction calendars, facilitating legal investment entity formation, coordinating investor materials and closing wire transfers, and following up on post-closing items.

Requirements

5–7 years of experience in a similar position.
Bachelor's degree or equivalent.
Strong analytical, organizational, and data management skills, with the ability to prioritize and manage multiple tasks effectively.
Ability to work independently with minimal supervision and collaborate effectively as part of a team.
Ability to understand and address the needs of diverse client groups, including developers, investors, lenders, and internal stakeholders.

Nice To Haves

Knowledge of the LIHTC program and documentation, with recent experience supporting real estate transaction closings.
Previous paralegal experience.

Responsibilities

Manage documentation tracking for LIHTC investment closings and maintain required materials accurately.
Coordinate with outside counsel and deal teams to identify and deliver necessary due diligence to investors during underwriting.
Oversee deal closing and investor due diligence checklists, distributing updates to internal and external participants.
Prepare and distribute template due diligence documents for relevant project parties and track their timely return.
Communicate with Investor Relations about investor closing checklist status and ensure timely completion.
Monitor critical dates and transaction calendars to align with investor approval timing requirements.
Facilitate the formation of legal investment entities and ensure compliance with necessary procedures.
Participate in internal and external closing calls to stay informed about deal updates and material changes.
Deliver investment packages to investors within required pre-closing timelines.
Coordinate with third-party vendors to order and track background searches and insurance approvals, ensuring deliverables meet applicable guidelines and closing requirements.
Coordinate with outside counsel and the internal Finance team to facilitate accurate, timely closing wire transfers in accordance with transaction requirements.
Track and follow up on post-closing documentation to resolve outstanding items.
Perform other duties as assigned.