Manager, Economic Development and Capital Formation

About the role

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Responsibilities

• Intermediate analysis, project management, and client-facing work across the spectrum of our practice areas which includes economic analysis and strategy; urban development and planning; real estate transactions; housing market analysis; community development; equitable growth; incentive program development; workforce and labor analysis; and public-private-nonprofit real estate project strategy and implementation.
• Lead in project management and client relationships, aligning project teams with client needs and ensuring client satisfaction with our work.
• Develop in-depth knowledge of clients' existing conditions and needs and develop solutions through direct client interaction while working on multiple aspects of an engagement.
• Guide research and document writing; lead in guidance of communication in written and presentation formats.
• Guide project deliverables, memos, presentations, and final reports for delivery to the client, documenting and reviewing engagement work papers in accordance with project needs and industry acceptable methodologies.
• Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service.
• Support real estate transactions analysis, including but not limited to, due diligence, underwriting, and financial modeling.
• Manage, develop, train, and mentor staff on projects and assess performance for engagement and year-end reviews.
• Perform project management duties - oversee work plan execution, provide periodic internal and client facing status reports, generate invoices and manage the project budget, oversee development and distribution of deliverables, and manage day-to-day communication and coordination with client team.
• Lead professional and effective presentations to internal and external audiences.
• Continue to develop knowledge and experience working with various technology environments, platforms, applications, and tools/utilities.
• Attend professional development, networking events and training seminars.
• Adhere to the highest degree of professional standards and strict client confidentiality.
• Utilize entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue.

Qualifications

• 4-year degree
• 5 years professional experience
• Knowledge, skills and passion for the principles and practice connected to real estate, development, and redevelopment.
• Deep knowledge of real estate markets, trends, and asset classes, with the ability to forecast market dynamics and adapt strategies accordingly.
• Experience as a client serving professional desired.
• Excellent analytical, technical, and problem-solving skills, with strong attention to detail.
• Proficiency in Microsoft Excel and financial modeling software.
• Experience in applied economic analysis utilizing relevant platforms and use of data sources, including the Case-Shiller National Home Price Index, ESRI Business Analyst, PolicyMap, Placer.ai, CoStar, GreenStreet, IBISWorld, Lightcast and IMPLAN, help build a comprehensive perspective of the market dynamics related to trends in labor, land, and capital in a given market.
• Strong understanding of real estate, zoning regulations, tax implications, and compliance requirements.
• Exceptional verbal, presentation, and written communication, collaboration, and time management skills.
• Ability to multi-task, work well independently in a fast-paced environment, and be highly self-motivated.
• Motivation to work extended hours and travel as needed to meet the needs of clients and growth of the national practice.