Baker Tilly US · 1 day ago
LIHTC Analyst, Affordable Housing
Madison, WI
Full-time
Hybrid
Entry Level
1+ years expBaker Tilly is a leading advisory, tax and assurance firm, and they are seeking a Financial Analyst in the Housing group. This role involves delivering industry-focused financial services to real estate clients, transaction structuring, financial modeling, and assisting with various aspects of transactions involving low-income and historic tax credits.
Accounting
Responsibilities
Transaction structuring and financial modeling – this can include incorporating multiple tax credit programs, incentives and non-traditional financing programs
Assist in securing financing and equity sources for transactions, and negotiation surrounding these sources
Assist with acquisition, preservation, disposition and recapitalization strategies for real estate portfolios
Assist with various aspects of transactions involving low-income and historic tax credits including preparing the relevant application materials and structuring the credits to ensure the value is maximized
Research industry and technical issues, compile data, and present findings
General consulting to assist clients in achieving their objectives
Assist in other real estate focused analysis for market rate projects, syndicated deals or end of compliance period analysis
Qualification
Required
One (1) to two (2) years of experience with financial modeling and/or tax credit application experience 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
Preferred
Experience with affordable housing funding sources, including low-income housing tax credits, HOME, FHLB, and HUD, highly preferred
Company
Baker Tilly US
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.
10001+ employees
H1B Sponsorship
Baker Tilly US has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
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Trends of Total Sponsorships
2025 (7)
2024 (19)
2023 (23)
2022 (25)
2021 (19)
Funding
Current Stage
Late StageLeadership Team
Brett Bowles, CPA
Senior Consultant - Transaction and CFO Advisory
Caleb Tollefson
CFO Advisory Manager
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