LIHTC Senior Analyst, Affordable Housing

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
• Support 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
• 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
• 3 years professional experience
• 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
• Ability to manage multiple priorities, stay organized, meet deadlines, and follow through on assignments
• A resourceful self-starter who takes initiative, works independently, and knows when to seek guidance
• 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: 3+ years of experience in financial modeling and/or low income housing tax credit (LIHTC) applications

Skills

• Financial modeling
• Low Income Housing Tax Credit (LIHTC) applications
• Real estate transactions
• Acquisition, preservation, disposition, recapitalization, and portfolio strategy assignments
• Industry research and analysis
• Microsoft Office skills, particularly in Excel and Word
• Client service and continuous learning
• Attention to detail and accuracy
• Multiple priorities management
• Resourcefulness and independence
• Critical thinking and curiosity

Benefits

Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

Pay

The US National pay rate range for this job position is $84,000-$164,300. The California pay rate range for this job position is $77,800-$164,300.