Senior Relationship Manager – New Markets Tax Credit Advisory

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 ats 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

• Pursue leads for new projects and successfully close the financing or new business opportunity
• Establish and maintain relationships with NMTC financing parties including community development entities, investors, and lenders
• Lead process of marketing NMTC projects to community development entities and investors
• Project management including educating potential borrower’s on NMTCs timeline, success strategy, process, and structure
• Aid clients with financing structures to support NMTC financings
• Prepare preliminary financial structures / models
• Prepare executive summary pitchbooks for projects to source NMTC capital from community development entities and investors
• Secure and negotiate term sheets from all parties
• Oversee the gathering, organizing, and analyzing of due diligence
• Oversee the closing and documentation of the NMTC financing
• As an industry leader internally and externally, represent Baker Tilly and the NMTC team through outreach efforts, internal and external meetings/events, and client interactions
• Aid with growing the NMTC financing practice
• Staff management and people development; supervising and coordinating activities of other team members

Requirements

• 4-year degree
• 8 years professional experience

Qualifications

• 10+ years of commercial mid-market or CRE lending, structured finance and/or NMTC or subsidy related accounting
• Experience with NMTCs or community development finance
• Willingness to travel to meetings, conferences, and events – Approximately 20 – 30% of time
• Demonstrated analytical, organizational, interpersonal, project management, and communication skills
• Ability to provide exceptional client service and demonstrate commitment to continuous learning in order to stay current regarding applicable strategies
• Understanding of financials, operating performance, proformas and budgets
• An undergraduate degree in Business Administration with emphasis in Accounting, Finance, or real estate preferred

Skills

• Client-facing skills
• Attention to detail
• Critical thinking
• Project management skills

Benefits

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

Pay

• The US National pay rate range for this job position is $179,850-$340,970
• The California pay rate range for this job position is $128,00-$340,970