Baker Tilly US
Baker Tilly US
Baker Tilly US is a professional services firm that helps organizations address financial, operational, and strategic challenges through accounting, assurance, tax, and business advisory services. Its expertise also spans cybersecurity, artificial intelligence consulting, ESG and sustainability, risk advisory, and other specialized areas. The firm works with clients across sectors including construction, healthcare, logistics, energy, higher education, and real estate, combining industry knowledge with practical guidance. Baker Tilly US is part of the global Baker Tilly International network.

LIHTC Analyst Affordable Housing Madison Hybrid

Support affordable housing tax credit transactions, financial modeling, and financing analysis for Baker Tilly’s real estate advisory clients. Contribute to applications, portfolio strategy, and transaction execution.

Description

  • Help structure transactions and build financial models that incorporate tax credits, incentives, and alternative financing sources
  • Support efforts to secure debt, equity, and other transaction financing, including funding-partner negotiations
  • Contribute to acquisition, preservation, disposition, recapitalization, and portfolio strategy assignments for real estate clients
  • Prepare application materials and perform analyses for transactions involving low-income and historic tax credits
  • Investigate industry and technical topics, organize relevant data, and communicate practical findings
  • Provide consulting support aligned with clients’ strategic, financial, and operational goals
  • Conduct additional real estate analyses covering market-rate projects, syndicated transactions, and end-of-compliance-period assessments
  • Collaborate with experienced leaders to deliver financial advisory services to real estate clients

Requirements

  • Bachelor’s degree from a four-year program
  • At least one year of professional experience
  • Two to three years of experience in financial modeling and/or low-income housing tax credit applications
  • Experience with affordable housing funding programs such as LIHTC, HOME, FHLB, and HUD is strongly preferred
  • Advanced proficiency with Microsoft Office, especially Excel and Word, including work with complex financial models
  • Ability to accurately prepare applications, supporting records, and other detail-focused client deliverables
  • Strong written and verbal communication skills, including professional email drafting, thoughtful questioning, and clear project updates
  • Highly detail-oriented with a consistent focus on accurate, polished work
  • Commitment to excellent client service and ongoing learning about relevant programs, policies, and strategies
  • Ability to organize competing priorities, meet deadlines, and complete assignments reliably
  • Self-directed and resourceful, with the judgment to work independently and request guidance when needed
  • Curious, motivated learner with strong critical-thinking skills and interest in clients, real estate transactions, and the LIHTC field

Benefits

  • Clear opportunities for career advancement
  • Flexibility in work arrangements and location
  • Comprehensive compensation and benefits package for eligible employees

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