Tax Credit Finance & Development Leader

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

Job summary

Baker Tilly invites applications for a Tax Credit Finance and Consulting Manager within the Development Advisory group. The role focuses on delivering financial consulting to developers, institutional investors, and stakeholders involved in Historic Tax Credits and LIHTC projects.

You will help grow the practice and influence engagements across the United States. You will work with leadership to navigate complex real estate transactions, provide guidance on transaction structure, tax credit

Qualifications

• 4-year degree required.
• 5 years professional experience required.
• Strong Excel and financial modeling skills.

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 experience

Advanced Excel

Tax credit transactions

Client management

Project management

Analytical skills

Independent worker

Communication

Regulatory awareness

Education

4-year degree

Job description

Baker Tilly invites applications for a Tax Credit Finance and Consulting Manager within the Development Advisory group. The role focuses on delivering financial consulting to developers, institutional investors, and stakeholders involved in Historic Tax Credits and LIHTC projects.

You will help grow the practice and influence engagements across the United States. You will work with leadership to navigate complex real estate transactions, provide guidance on transaction structure, tax credit