Tax Credit Finance and Consulting Manager
Core
Trusted business advisor delivering financial consulting services to developers, institutional investors, and stakeholders on projects financed with Historic Tax Credits, Low-Income Housing Tax Credits, and other tax incentivized subsidies.
Role type
Senior IC tax credit finance and consulting manager
Builds
Financial models, investment analyses, and transaction scenarios for real estate tax credit investments
Domain
Real estate development and tax credit finance
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial modeling, investment analysis, transaction structuring, tax credit optimization, partnership structure design, client management, data analysis, project management
Preferred skills
Historic Tax Credits (HTC) expertise, Low-Income Housing Tax Credits (LIHTC) expertise, advanced Excel, complex real estate transaction structuring, partnership taxation knowledge, real estate financial statement analysis
Technologies
Excel
Responsibilities
Build and review complex Excel financial models for real estate tax credit investments; Develop financial projections, investment analyses, and transaction scenarios; Serve as primary client contact throughout the transaction lifecycle; Manage multiple client engagements and transactions independently; Advise clients on transaction structure, financial feasibility, tax credit optimization, and partnership structures; Mentor and support the development of junior staff
Seniority
Manager, hands-on IC with mentorship responsibilities