LIHTC Analyst, Affordable Housing

Baker Tilly US; Madison (WI); On-site; USD 62,000 - 95,610; Full time

Job summary

Baker Tilly US in Madison, WI is seeking a Financial Analyst in our Affordable Housing practice. This role provides an opportunity to support transaction structuring and financial modeling while helping clients achieve their financial goals.

The ideal candidate will have a 4-year degree and at least 1 year of professional experience, with a strong focus on financial modeling and client service. We offer competitive compensation in the range of $62,000 - $95,610.

Qualifications

• 1 year professional experience in financial analysis or related field.
• Demonstrated commitment to exceptional client service.
• Ability to manage multiple priorities and meet deadlines.

Responsibilities

• Support transaction structuring and financial modeling.
• Assist in securing debt and equity financing sources.
• Provide consulting support to help clients achieve objectives.

Skills

Financial modeling

Microsoft Excel

Client service

Communication skills

Organization

Education

4-year degree

Tools

Microsoft Word

Job description

Join Baker Tilly’s Development & Community Advisory team as a Financial Analyst in our Affordable Housing practice. This is an exciting opportunity to work alongside experienced leaders and help deliver high-impact financial advisory services to real estate clients. In this role, you will contribute directly to complex transactions, meaningful client outcomes, and the continued growth of our practice. Baker Tilly offers strong career progression, flexibility in how and where you work, and the chance to build meaningful relationships with clients, teammates, and leaders who are invested in your success and development.

Responsibilities

• Support transaction structuring and financial modeling, including the integration of multiple tax credit programs, incentives, and nontraditional financing sources
• Assist in securing debt, equity, and other financing sources for transactions, including supporting negotiations with funding partners
• Assist with acquisition, preservation, disposition, recapitalization, and portfolio strategy assignments for real estate clients
• Support transactions involving low-income and historic tax credits, including preparation of application materials and analysis to help maximize value
• Research industry and technical topics, compile relevant data, and present clear, actionable findings
• Provide consulting support to help clients achieve strategic, financial, and operational objectives
• Contribute to additional real estate analyses, including market-rate projects, syndicated transactions, and end-of-compliance-period assessments

Minimum Qualifications

• 4-year degree
• 1 year professional experience

Preferred Qualifications

• Two (2) to three (3) years of experience in financial modeling and/or low income housing tax credit (LIHTC) applications
• Experience with affordable housing funding sources, including LIHTC, HOME, FHLB, and HUD programs, strongly preferred
• Strong Microsoft Office skills, particularly in Excel and Word, with the ability to navigate and update complex financial models
• Ability to prepare applications, supporting documentation, and other detail-oriented client deliverables with accuracy and care
• Strong written and verbal communication skills, including the ability to draft professional emails, ask thoughtful questions, and provide clear project updates
• Exceptional attention to detail and a commitment to producing accurate, polished work
• Demonstrated commitment to exceptional client service and continuous learning to stay current on applicable programs, policies, and strategies
• Ability to manage multiple priorities, stay organized, meet deadlines, and follow through on assignments
• A resourceful self-starter who takes initiative, works independently, and knows when to seek guidance
• A curious and motivated learner with strong critical thinking skills and a genuine interest in clients, real estate transactions, and the LIHTC industry

Compensation

• The Madison, WI pay rate range for this job position is $62,000 - $95,610.
• The Chicago, IL pay rate range for this job position is $75,500 - $105,180.

Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.