LIHTC Analyst, Affordable Housing

About the role

Baker Tilly is seeking a Financial Analyst to join its Development & Community Advisory team within the Affordable Housing practice. This role offers opportunities to work on complex transactions, support meaningful client outcomes, and contribute to the growth of the practice.

Responsibilities

• Support transaction structuring and financial modeling, including the integration of multiple tax credit programs, incentives, and nontraditional financing sources
• Aid in securing debt, equity, and other financing sources for transactions, including supporting negotiations with funding partners
• Assist with acquisition, preservation, disposition, recapitalization, and portfolio strategy assignments for real estate clients
• Research industry and technical topics, compile relevant data, and present clear, actionable findings
• Provide consulting support to help clients achieve strategic, financial, and operational objectives
• Contribute to additional real estate analyses, including market-rate projects, syndicated transactions, and end-of-compliance-period assessments

Requirements

• 4-year degree
• 1 year professional experience
• Two to three years of experience in financial modeling and/or low income housing tax credit (LIHTC) applications
• Experience with affordable housing funding sources, including LIHTC, HOME, FHLB, and HUD programs, strongly preferred
• Strong Microsoft Office skills, particularly in Excel and Word, with the ability to navigate and update complex financial models
• Ability to prepare applications, supporting documentation, and other detail-oriented client deliverables with accuracy and care
• Strong written and verbal communication skills, including the ability to draft professional emails, ask thoughtful questions, and provide clear project updates
• Demonstrated commitment to exceptional client service and continuous learning to stay current on applicable programs, policies, and strategies
• Exceptional attention to detail and a commitment to producing accurate, polished work
• A resourceful self-starter who takes initiative, works independently, and knows when to seek guidance
• A curious and motivated learner with strong critical thinking skills and a genuine interest in clients, real estate transactions, and the LIHTC industry

Qualifications

• Preferred Qualifications: Two (2) to three (3) years of experience in financial modeling and/or low income housing tax credit (LIHTC) applications

Skills

• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Proficiency in financial modeling software
• Knowledge of affordable housing funding sources and programs

Benefits

Baker Tilly offers a comprehensive compensation and benefits package to eligible employees, including competitive salaries, health insurance, retirement plans, and professional development opportunities.

Pay

The Madison, WI pay rate range for this job position is $62,000 - $95,610. The Chicago, IL pay rate range for this job position is $75,500 - $105,180. 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.

Schedule

Flexible work arrangements may be available based on the needs of the role and the candidate.