LIHTC Analyst, Affordable Housing
Baker Tilly US · Chicago, IL · 2 wk ago
HybridSales$62k–$96k/yrFull-time
Responsibilities
- Support transaction structuring and financial modeling, including the integration of multiple tax credit programs, incentives, and nontraditional financing sources
- Absorb and assist in securing debt, equity, and other financing sources for transactions, including supporting negotiations with funding partners
- Absorb and assist with acquisition, preservation, disposition, recapitalization, and portfolio strategy assignments for real estate clients
- Absorb and assist with transactions involving low-income and historic tax credits, including preparation of application materials and analysis to help maximize value
- Research industry and technical topics, compile relevant data, and present clear, actionable findings
- 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 (2) to three (3) 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
- Exceptional attention to detail and a commitment to producing accurate, polished work
- Demonstrated commitment to exceptional client service and continuous learning to stay current on applicable programs, policies, and strategies
- 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
- Minimum Qualifications: 4-year degree, 1 year professional experience
- Preferred Qualifications: Two (2) to three (3) 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, strong Microsoft Office skills, particularly in Excel and Word, ability to prepare applications, supporting documentation, and other detail-oriented client deliverables with accuracy and care, strong written and verbal communication skills, exceptional attention to detail and a commitment to producing accurate, polished work, demonstrated commitment to exceptional client service and continuous learning to stay current on applicable programs, policies, and strategies, 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
Skills
- Financial Modeling
- Low Income Housing Tax Credit (LIHTC) Applications
- Real Estate Transactions
- Acquisition, Preservation, Disposition, Recapitalization, and Portfolio Strategy
- Market Rate Projects
- Syndicated Transactions
- End-of-Compliance-Period Assessments
- Industry and Technical Research
- Microsoft Office Skills (Excel, Word)
- Client Service
- Continuous Learning
Benefits
- Comprehensive Compensation and Benefits Package
Pay
- Madison, WI pay rate range: $62,000 - $95,610
- Chicago, IL pay rate range: $75,500 - $105,180
Schedule
- Flexible Work Arrangements