Manager, Tax Credit Structuring – Advisory

This is a fully remote position, open to applicants in Illinois, +1 more state.

📋 Description

• Construct, uphold, and evaluate intricate Excel financial models for investments in real estate tax credits.

• Create financial forecasts, investment assessments, and transaction scenarios.

• Act as the main client liaison throughout the transaction process, collaborating with developers, investors, attorneys, and internal stakeholders.

• Independently manage multiple client engagements and transactions with minimal oversight.

• Counsel clients on transaction structure, financial viability, tax credit optimization, and partnership frameworks.

• Prepare and arrange client deliverables efficiently.

• Investigate technical and industry-related issues, analyze data, and present insights to clients and internal teams.

• Mentor and assist in the growth of junior staff members.

• Provide general consulting services to aid clients in achieving their strategic and financial goals.

⛳️ Requirements

• Bachelor's degree (4-year).

• A minimum of 5 years of professional experience.

• Over five years of experience with Low-Income Housing Tax Credits (LIHTC), including underwriting, financial modeling, development, consulting, or similar roles.

• Familiarity with Historic Tax Credits (HTC), affordable housing, or other real estate tax credit investments.

• Advanced proficiency in Excel and financial modeling.

• Experience in structuring intricate real estate tax credit transactions.

• Strong grasp of partnership structures and partnership taxation.

• Knowledge of real estate financial statements and operational performance.

• Exceptional client management, communication, analytical, organizational, interpersonal, and project management abilities.

• Highly developed skills in Microsoft Office, especially Excel and Word.

• Capability to work autonomously, manage multiple transactions, and provide outstanding client service.

• Dedication to continuous learning and staying updated on industry trends, regulations, and relevant tax credit strategies.

🏝️ Benefits

• Significant opportunities for career advancement.

• Flexibility in the workplace.

• Meaningful connections with clients, colleagues, and leaders who are committed to employee success.

• Comprehensive compensation and benefits package available to eligible employees.