LIHTC Senior Analyst, Affordable Housing

About the role

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

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
• 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
• 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
• Demonstrated commitment to exceptional client service and continuous learning to stay current on applicable programs, policies, and strategies
• Demonstrated 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; 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; Demonstrated 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

Benefits

Baker Tilly offers a comprehensive compensation and benefits package to eligible employees, including a competitive salary range based on experience and qualifications. 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.