Affordable Housing Manager
Baker Tilly Advisory Group, LP

Madison, Wisconsin

Posted in Accountancy


Job Info


Overview

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.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

Responsibilities
Are you interested in joining one of the fastest growing public accounting firms?

If yes, consider joining Baker Tilly (BT) in our Development & Community Advisory team as a Manager. This is a great opportunity to be a valued business advisor delivering industry-focused financial consulting services to developers and other stakeholders of multi-family housing. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

Within this team, Baker Tilly's Housing practice has a deep understanding of complex real estate transactions, a passion for supporting the mission of community stakeholders, and a commitment to the financial and operational health of our clients' organizations in an increasingly-regulated environment. We serve housing developers, property owners, property managers, state housing credit agencies, public housing authorities, syndicators and investors across the United States, and our clients trust our proactive and experienced advice to manage compliance, development, risk and other strategic and operational issues. In the past 24 months, Baker Tilly has closed affordable housing deals totaling $626 million of equity from LIHTC and $29 million of historic tax credits; we've been involved in the review or/or direct completion of more than 10 percent of Rental Assistance Demonstration (RAD) applications; and we've closed RAD transactions totaling 1,250 units and $149 million in development costs.

What you will do:

  • Manage relationships with various stakeholders, including clients, staff and various entities involved in the transactions
  • Transaction structuring and financial modeling
  • Assist in securing financing and equity sources for transactions, and negotiation surrounding these sources
  • Assist in writing, editing and organization of work product, including client reports and funding applications
  • Assist with acquisition, preservation, disposition and recapitalization strategies for real estate portfolios
  • Assist with various aspects of transactions involving low-income housing tax credits including preparing the relevant application materials and structuring the credits
  • Assist with the management and development of staff
  • Provide support in developing presentations, responses to requests for proposals, pitch books and proposals for the team
  • Research industry and technical issues, compile data, and present findings
  • General consulting to assist clients in achieving their objectives

Qualifications
Successful candidates will meet the following requirements:
  • Minimum of five (5) years of low-income housing tax credit experience, which may include underwriting, modeling, developing, consulting or other similar work required.
  • Understanding of real estate financials and operating performance.
  • Demonstrated analytical, organizational, interpersonal, project management, and communication skills.
  • Highly developed Microsoft Suite skills (Word, Excel) required.
  • Ability to provide exceptional client service and demonstrate commitment to continuous learning in order to stay current regarding applicable strategies.



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