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
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