Baker Tilly

Tax Credit Finance and Consulting Manager

Baker Tilly$59K — $236K *
US-AnywhereRemote in Chicago, IL
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 4-year degree required
  • 5 years of professional experience
  • 5+ years of financial modeling/analysis in real estate preferred
  • Experience with Historic and Low-Income Housing Tax Credits
  • Demonstrated advanced Excel and financial modeling skills
  • Strong understanding of partnership structures and taxation
  • Excellent communication and project management skills

Responsibilities

  • Build and review complex Excel financial models for tax credit investments
  • Develop financial projections and investment analyses
  • Serve as primary contact throughout the transaction lifecycle
  • Manage multiple client engagements with minimal supervision
  • Advise on transaction structure and financial feasibility
  • Prepare and organize client deliverables
  • Conduct research and present findings
  • Mentor junior staff and support their development

Benefits

  • Strong career growth opportunities
  • Workplace flexibility
  • Opportunity to build meaningful relationships with clients and leaders
  • Invested leadership in employee success
  • Exposure to complex real estate transactions and community development
  • Commitment to continuous learning and staying current on industry trends.
Full Job Description
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 rate 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.

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