CareerPlan

Tax Credit Finance and Consulting Manager

Madison, WI, USFull-time$59k–$237k2026-08-25 → 2026-11-13

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

Manager, Tax Credit Finance and Consulting

Builds

Financial projections, investment analyses, transaction scenarios, and client deliverables for real estate tax credit investments.

Domain

Real Estate Development / Tax Credit Finance

Required skills

Financial modeling, Investment analysis, Transaction structuring, Client management, Technical research, Partnership structuring

Preferred skills

Historic Tax Credits (HTC) experience, Low-Income Housing Tax Credits (LIHTC) experience, Advanced Excel, Partnership taxation knowledge, Real estate financial statements 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