Community Impact Capital Senior Tax Analyst
Core
Subject matter expert leading tax compliance, reporting, and tax credit strategy for an investment portfolio, focusing on LIHTC, HTC, and NMTC.
Role type
Senior Tax Analyst (Tax Credit Specialist)
Builds
Tax compliance reports, K-1s, and optimized tax credit utilization strategies for direct, proprietary, and multi-investor funds.
Domain
Financial Services / Tax Credit Investments
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Partnership taxation, LIHTC/HTC/NMTC program expertise, federal and state tax compliance, financial modeling, K-1 analysis, tax credit structure evaluation
Preferred skills
Advanced LIHTC technical knowledge, transaction document review, process improvement in tax reporting
Technologies
Tax reporting tools, financial modeling software
Responsibilities
Lead review and analysis of partnership tax returns and K-1s; Evaluate and document complex federal and state tax issues; Manage communication and tracking of tax returns across investment funds; Forecast annual tax liabilities and recommend credit utilization strategies; Identify opportunities to maximize state and federal tax credits; Review partnership and operating agreements for tax implications; Support new product development by evaluating tax implications of proposed structures; Lead tax-related process improvement initiatives; Assist with responses to internal, external, and regulatory audit requests.
Seniority
Senior, hands-on IC
