Financial Forecasting Accountant

Novogradac & Company LLP; San Francisco (CA); On-site; USD 67,000 - 72,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid time off

Remote and hybrid opportunities

Job summary

Novogradac & Company LLP is seeking a Financial Forecasting Accountant to support financial forecasting for tax credit subsidized transactions and mixed-finance structuring. Under supervision, you will prepare forecasts, analyze client data, and help optimize tax credit equity investments.

The role requires a Bachelor’s in accounting/finance/economics, 2+ years of experience, and strong communication skills. Some remote or hybrid work arrangements may be available, with travel as needed.

Qualifications

• Bachelor’s degree in accounting, finance, or economics with 2+ years of experience.
• Ability to sit for the CPA exam or passed sections is a plus.
• Interest in community development finance and tax credit investments.
• Excellent verbal and written communication, attention to detail, and organization.
• Ability to work evenings/weekends and travel domestically if required.

Responsibilities

• Prepare financial forecasts for tax credit subsidized transactions.
• Extract financial and non-financial data from client documents.
• Advise on ownership structures and subsidies for tax credits.
• Discuss structuring investments with project finance team for tax credits.
• Document assumptions and prepare summarized data reports.
• Assist with year-end audits, tax returns, cost certifications, and cost segregation studies.
• Identify potential issues and communicate them to the team.

Skills

Financial forecasting

Data extraction

Client consultation

CPA exam pursuit

Tax credit knowledge

Analytical skills

Excel proficiency

Communication skills

Education

Bachelor's degree in accounting/finance/economics

Tools

Microsoft Office Suite

Tax software

Job description

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business.

Job Description Dare to bring your unique perspective? At Novogradac, we value individuals who bring unique perspectives and bold ideas.

Position Summary

Under close supervision, this Financial Forecasting Accountant role, which specializes in financial forecasting and mixed-finance transaction structuring, will complete a variety of assignments as designated by the Supervisor or Manager.

Some positions at Novogradac may be open to remote or hybrid work arrangements depending on business needs. Please discuss available options with your recruiter.

Your Contributions and Responsibilities

• Complete assignments, including the preparation of financial forecasts for tax credit subsidized transactions as directed by the Manager
• Evaluate and extract financial and non-financial data from information provided by clients, including letters of intent, audited financial statements, tax returns, partnership agreements, loan agreements and other documents
• Consult with clients on ways to optimize tax credit equity investments by evaluating different ownership structures, federal and state subsidies, as well as debt and equity financing options
• Participate in conference calls with clients and project finance team members to discuss issues involved with structuring investments that qualify for federal tax credits from federal opportunity zones, renewable energy, historic rehabilitation and/or new markets tax credits
• Document and reference assumptions used in the financial forecasts
• Prepare summarized financial data reports
• Identify and communicate potential problem areas during engagements
• Assist with accounting, audit and tax engagements with respect to year-end financial statement audits and tax returns as well as cost certifications and cost segregation studies
• Other duties and projects as assigned

Your Background and Skills

Bachelor’s degree, preferably in accounting, finance or economics, and 2+ years of appropriate experience.

Ability to sit for the CPA exam or passed sections of the CPA exam is a plus.

Exhibit interest in developing a better knowledge of community development finance and other tax credit subsidized investments.

Excellent verbal and written communication skills.

Perform work accurately and in a time-efficient manner with strong attention to detail.

Strong organizational and follow-through skills, ability to coordinate complex activities and prioritize conflicting demands and deadlines.

Ability to accept constructive feedback and make adjustments as directed.

Ability to work collaboratively and foster a productive, team-oriented environment.

Strong computer skills, including solid skill in the Microsoft Office suite (particularly Excel) and report writing tools, and ability to learn new programs quickly.

Maintain a professional demeanor with coworkers and clients.

Adhere to internal Firm deadlines (time entry).

Ability to contribute ideas and add value to designated team.

Knowledge of partnership accounting/taxation, real estate and lending terminology and other related concepts is a plus.

Ability to sit for the CPA exam or having passed sections of the CPA exam is a plus.

Available to work evenings and weekends based on position needs and to travel domestically if required.

Experience with any of the following is helpful but not mandatory: Affordable Housing, Low Income Housing Tax Credits (LIHTC), Opportunity Zones (OZ), Renewable Energy Tax Credits (RETC), Historical Tax Credits (HTC), Housing and Urban Development (HUD), New Markets Tax Credits (NMTC), Real Estate, Developers, Partnerships, Housing Authority (HA), Public Housing Authority, Community Development Financial Institutions (CDFI), Community Development Entity Certification Applications (CDE), Property Compliance, Nonprofit, Single Audit, Uniform Guidance, A‑133, Forecasting, Cost Segregation, Year 15 Exit, Tax‑exempt bond and HOME programs.

Why work with us?

Novogradac is committed to fostering a welcoming workplace where all employees feel valued and empowered to grow. We believe in offering a supportive, balanced work environment that encourages professional growth and work-life integration. We're proud to offer:

• Increased number of paid holidays per year
• Competitive salaries with continuous review of market conditions
• Flexible working hours and work arrangements
• Remote and hybrid opportunities
• Inclusive workplace, providing strong professional growth and development opportunities.

The benefits of joining our team

• Strong growth opportunities
• Competitive benefits package
• 401(k) package with firm profit-sharing
• Discretionary annual bonuses for eligible positions & CPA bonus plan
• Strong emphasis on quality work-life integration
• Dress for your day policy
• Resources of a national firm
• Opportunities to engage with our active Employee Resource Groups (ERGs), affinity groups, and advance your career within a supportive, inclusive environment
• Compensation: $66,500 to $71,500 depending on experience. More is possible if experience dictates.

Get to know us better!

We’re Novogradac, a national certified public accounting and consulting firm headquartered in San Francisco. Founded in 1989, the allied group of Novogradac companies has grown to more than 900 employees and partners with more than 25 offices throughout the country. Novogradac is one of the nation’s top 40 certified public accounting and consulting firms and is a recognized leader in real estate and community development. Novogradac provides publicly and privately held national enterprises with a full spectrum of audit, tax, valuation, expert witness and litigation support, property compliance and general consulting services and works extensively in the affordable housing, community development, historic preservation and renewable energy fields.

Commitment to Inclusion Novogradac is committed to ensuring a fair and inclusive recruitment process, making reasonable accommodations to individuals with disabilities or special needs throughout the application process. We encourage applicants from all backgrounds, identities, and experiences to apply, as we believe that unique perspectives strengthen our ability to achieve excellence. At Novogradac, we offer a variety of Employee Resource Groups and Affinity Groups to provide all employees with opportunities to connect, collaborate, and support one another in the workplace.

Novogradac & Company LLP offers a progressive work environment, competitive pay and an excellent benefits package including medical, dental, vision, paid time off, life/disability insurance, commuter flex accounts and a 401(k). Novogradac and Company LLP is an equal opportunity employer.

Novogradac’s culture is centered on education, acceptance, innovation and opportunity. We value diversity and respect the different perspectives that each of our employees bring to Novogradac no matter their age, race, religion, gender identity or sexual orientation. We are committed to creating an equitable and inclusive workplace for our entire workforce.

By submitting an application with us, you are providing Novogradac with personal information. More information on how we use your personal information may be found in our Privacy Notice at Collection.