Tax Credit Finance and Consulting Manager

Baker Tilly International; Madison (WI); On-site; USD 59,000 - 237,000; Full time

Job summary

Baker Tilly is seeking a Tax Credit Finance and Consulting Manager within our Development Advisory team to provide financial consulting to developers, investors, and stakeholders on projects funded with Historic Tax Credits and LIHTC. You will help grow the practice and serve as a trusted advisor across the lifecycle of transactions.

Leverage deep real estate tax credit expertise to optimize structures, guide feasibility, and deliver clear client deliverables.

Qualifications

• 4-year degree is required.
• 5 years professional experience is preferred.
• Experience with historic tax credits and LIHTC investments is a plus.

Responsibilities

• Build, maintain, and review complex Excel financial models for real estate tax credit investments.
• Develop financial projections, investment analyses, and transaction scenarios.
• Serve as the primary client contact throughout the transaction lifecycle, partnering with developers, investors, attorneys, and internal stakeholders.
• Manage multiple client engagements and transactions independently with minimal supervision.
• Advise clients on transaction structure, financial feasibility, tax credit optimization, and partnership structures.
• Prepare and organize client deliverables.
• Research technical and industry issues, analyze data, and present findings to clients and internal teams.
• Mentor and support the development of junior staff.
• Provide general consulting services to help clients achieve their strategic and financial objectives.

Skills

Financial modeling

Real estate investments

HTC/LIHTC knowledge

Excel advanced

Client management

Education

4-year degree

Job description

Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. 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. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description

Are you interested in joining one of the fastest-growing public accounting firms? If so, consider joining Baker Tilly (BT) as a Tax Credit Finance and Consulting Manager on our Development Advisory team. This is an exciting opportunity to serve as a trusted business advisor, delivering financial consulting services to developers, institutional investors, and other stakeholders related to projects financed with Historic Tax Credits, Low-Income Housing Tax Credits, and other tax incentivized subsidies. You'll work alongside firm leadership to support clients, help grow the practice, and make a direct impact on the firm's success. As one of the nation's fastest-growing firms, Baker Tilly offers strong career growth, workplace flexibility, and meaningful relationships with clients, teammates, and leaders who are invested in your success. Baker Tilly's Development Advisory practice brings deep expertise in complex real estate transactions, a passion for supporting community development, and a commitment to helping clients navigate an increasingly regulated environment. We serve developers, property owners, state housing finance agencies, public housing authorities, syndicators, and investors across the United States, providing proactive guidance on development, compliance, risk, and strategic initiatives.

Key Responsibilities

• Build, maintain, and review complex Excel financial models for real estate tax credit investments.
• Develop financial projections, investment analyses, and transaction scenarios.
• Serve as the primary client contact throughout the transaction lifecycle, partnering with developers, investors, attorneys, and internal stakeholders.
• Manage multiple client engagements and transactions independently with minimal supervision.
• Advise clients on transaction structure, financial feasibility, tax credit optimization, and partnership structures.
• Prepare and organize client deliverables.
• Research technical and industry issues, analyze data, and present findings to clients and internal teams.
• Mentor and support the development of junior staff.
• Provide general consulting services to help clients achieve their strategic and financial objectives.

Minimum Qualifications

• 4-year degree
• 5 years professional experience

Preferred Qualifications

• Five+ years of financial modeling/analysis real estate experience.
• Experience with Historic Tax Credits (HTC), Low-Income Housing Tax Credits (LIHTC), or other real estate tax credit investments.
• Demonstrated advanced Excel and financial modeling expertise.
• Experience structuring complex real estate tax credit transactions.
• Strong understanding of partnership structures and partnership taxation.
• Understanding of real estate financial statements and operating performance.
• Excellent client management, communication, analytical, organizational, interpersonal, and project management skills.
• Ability to work independently, manage multiple transactions, and deliver exceptional client service.
• Commitment to continuous learning and staying current on industry trends, regulations, and applicable tax credit strategies.

The US National pay range for this job position is $59,400-$236,800. 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.

#LI-JM3 Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. 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. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the “Contact Us” feature on our Careers page. A member of our People Solutions team will follow up with you to discuss your specific needs.