Tax Credit Finance and Consulting Manager

Baker Tilly•Madison, WI

About The Position

Baker Tilly is a leading advisory, tax and assurance firm. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure. 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. Baker Tilly is an equal opportunity/affirmative action employer. This role is on the 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 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.
Understanding of real estate financial statements and operating 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.

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.