Tax Credit Finance & Development Manager

Baker Tilly (US)

Madison (WI)

On-site

USD 66,000 - 182,000

Full time

14 days+

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Job summary

Baker Tilly (US) is seeking a Tax Credit Finance and Consulting Manager to join the Development Advisory team in Madison, WI. You will build and review complex financial models for HTC/LIHTC investments, develop analyses, and lead client engagements from start to finish, guiding developers, investors, and attorneys through transaction structuring and tax-optimization strategies.

Ideal candidates have a 4-year degree and 5+ years in real estate financial modeling, with advanced Excel skills and

Qualifications

4-year degree required.
5+ years of professional experience in real estate/finance.
Advanced Excel and financial modeling expertise.
Experience with Historic Tax Credits (HTC), LIHTC or other real estate tax credit investments.

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 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.
Mentor and support the development of junior staff and deliverables.