Tax Credit Investment Manager

East West Bank • Pasadena, CA

13h

About The Position

The Tax Investment Manager is responsible for underwriting, modeling, executing, and managing a diversified portfolio of tax credit investments, including Low-Income Housing Tax Credits (LIHTC), Investment Tax Credits (ITC), and other federal and state tax credit programs. This role provides critical expertise in evaluating tax-advantaged investment opportunities, ensuring compliance with regulatory requirements, optimizing after‑tax returns, and maintaining strong relationships with external partners and internal stakeholders.

Requirements

• Bachelor’s degree in Finance, Accounting, Business, Economics, or related field; advanced degree or CPA preferred.
• 8+ years of experience in tax credit investing, renewable energy finance, real estate finance, or related fields.
• Direct experience with LIHTC and/or ITC underwriting strongly preferred.
• Strong financial modeling and quantitative analysis capabilities.
• Deep understanding of federal and state tax credit programs, partnership structures, and tax compliance considerations.
• Excellent analytical, problem‑solving, and due‑diligence skills.
• Strong communication skills with the ability to present complex information clearly to senior stakeholders.
• High attention to detail, with strong execution and project‑management capabilities.
• Applicants must have legal authorization to work in the United States.
• We do not offer visa sponsorship at this time.

Responsibilities

• Lead financial underwriting and detailed tax credit modeling for LIHTC, ITC, and other tax credit investment opportunities.
• Evaluate project feasibility, risk, credit quality, capital structure, and projected tax benefits.
• Develop and maintain robust financial models incorporating sensitivity, scenario, and return analyses.
• Prepare investment recommendations, presenting findings and due diligence outcomes to senior leadership.
• Manage end-to-end deal execution, including structuring, negotiation, documentation review, and closing coordination.
• Collaborate with legal, finance, risk management, and external partners (developers, syndicators, investors) to ensure timely and accurate closing of transactions.
• Ensure all investment executions meet internal policy requirements, tax compliance standards, and strategic portfolio objectives.
• Oversee ongoing monitoring of the tax investments portfolio, including performance tracking, compliance reviews, and risk assessments.
• Analyze financial reporting, construction progress, lease-up metrics, credit delivery status, and operating results of underlying projects.
• Identify potential issues or variances and recommend corrective actions or mitigation strategies.
• Maintain up‑to‑date portfolio reporting and dashboards for internal stakeholders and regulatory needs.
• May perform other duties as assigned.

Benefits

• The base pay range for this position is USD $120,000.00/Yr. - USD $160,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 501-1,000 employees