Overview
This role is for a Tax Credit Finance and Consulting Manager on the Development Advisory team. The position supports clients involved in projects financed with Historic Tax Credits, Low-Income Housing Tax Credits, and other tax-incentivized subsidies.
Responsibilities include delivering financial consulting services to developers, institutional investors, and other stakeholders, partnering with firm leadership to support clients, and contributing to practice growth.
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.
Requirements
- 4-year degree
- 5 years professional experience
Preferred Qualifications
- Five+ years of financial modeling/analysis experience in real estate.
- 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.
Compensation & Benefits
- US National pay rate range: $59,400–$236,800
- Actual compensation is influenced by relevant factors including skills, prior experience, qualifications, degrees, professional certifications, work arrangements, and geographic location.
- A comprehensive compensation and benefits package is offered to eligible employees.
Location
Work location status may vary; discuss location requirements with the organization’s talent acquisition professional.