Senior Manager, Technical Services

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

📋 Description

• Analyze and enhance financial models to guarantee compliance with Enterprise modeling standards, which includes investor capital account and minimum gain analysis, assessing entity structures, and verifying development cost classification.

• Assist underwriters and analysts by creating tailored model schedules pertaining to effective interest, OID, and other tax structuring conventions.

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

• Ensure coherence between project-level financial information and investor-facing financial models.

• Aid in initial equity funding during transaction closings.

• Examine post-closing documentation such as Form 8609s, cost certifications, lease-up schedules, and tax returns to refresh financial models.

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

• Apply model updates that reflect tax credit adjusters and structural modifications.

• Play a role in training and onboarding new analysts and underwriters.

• Collaborate cross-functionally on special projects that require tax and structuring expertise.

• Coordinate with external legal counsel on transaction closing timelines and structuring considerations.

• Assist Asset Management in assessing the effects of post-closing structural or financial adjustments.

• Act as a vital feedback resource for initial deal structuring and post-closing adjustments.

⛳️ Requirements

• Bachelor’s degree in Business, Accounting (preferably in Tax Accounting), Finance, or a related field.

• Over 10 years of experience with LIHTC and familiarity with other federal tax credit programs (historic, solar, new markets); knowledge of state credit programs is an advantage.

• In-depth understanding of tax structuring issues within LIHTC transactions.

• More than 10 years of advanced Excel modeling experience, including modeling for tax-incentivized real estate transactions.

• Understanding of real estate ownership structures and entity classifications.

• Basic knowledge of accounting practices for construction costs.

• Excellent communication and interpersonal skills; comfortable collaborating across various departments.

• Strong attention to detail, ability to work independently, and confidence in navigating a fast-paced, deadline-oriented environment.

• Willingness to participate as a presenter in team or company training sessions.

🏝️ Benefits

• Annual performance bonuses.

• Generous paid leave programs.

• Dental, health, and vision care plans.

• Adoption and surrogacy support.

• Flexible work arrangements.

• Health advocacy.

• Employee Assistance Program (EAP).

• Mental health benefits.

• Financial education.

• Wellness programs.

• 401(k) plan with employer matching contributions.

• Learning and development opportunities.

• Tuition reimbursement for job-related courses and certifications.