Assistant Director, LIHTC Transaction Structuring

This is a fully remote position, open to applicants in United States.

📋 Description

• Evaluate and enhance financial models to ensure conformity with Enterprise modeling standards and tax regulations.

• Aid underwriters and analysts by creating specialized model schedules.

• Support the LIHTC Structuring Services team in tracking and interpreting new LIHTC legislation.

• Collaborate with Finance and Investor Relations to deliver precise, investor-ready financial data and return analyses.

• Assist with the initial equity funding during transaction closings.

• Examine post-closing documentation to revise financial models.

• Engage in tax credit adjuster calculations and provide final reviews as necessary.

• Contribute to the training and onboarding processes for new analysts and underwriters.

• Work collaboratively on special projects that require tax and structuring expertise.

⛳️ Requirements

• Bachelor's degree in Business, Accounting, Finance, or a related field (Master's degree preferred).

• 7-10+ years of experience with LIHTC.

• Knowledge of other federal tax credit programs (historic, solar, new markets) and state credit programs is advantageous.

• Extensive experience in addressing complex tax structuring challenges in LIHTC transactions.

• 5-7+ years of advanced Excel proficiency, including modeling for tax-incentivized real estate transactions.

• Understanding of real estate ownership structures and entity classifications.

• Basic knowledge of accounting treatment for construction costs.

• Familiarity with Microsoft Word and PowerPoint.

• Excellent communication and interpersonal skills.

🏝️ Benefits

• Annual performance bonuses.

• Generous paid leave programs.

• Dental, health, and vision care plans.

• Family-building benefits including adoption and surrogacy support.

• Flexible work arrangements.

• Health advocacy services.

• Employee Assistance Program (EAP).

• Mental health support.

• Financial education resources.

• Wellness initiatives.

• Automatic enrollment in the 401(k) plan with employer matching contributions.

• Opportunities for learning and development.