Financial Forecasting Accountant

Position Summary

Under close supervision, this Financial Forecasting Accountant role, which specializes in financial forecasting and mixed‑finance transaction structuring, will complete a variety of assignments as designated by the Supervisor or Manager. Some positions at Novogradac may be open to remote or hybrid work arrangements depending on business needs. Please discuss available options with your recruiter.

• Complete assignments, including the preparation of financial forecasts for tax‑credit‑subsidized transactions as directed by the Manager
• Evaluate and extract financial and non‑financial data from client materials such as letters of intent, audited financial statements, tax returns, partnership agreements, loan agreements, and other documents
• Consult with clients on ways to optimize tax‑credit equity investments by evaluating different ownership structures, federal and state subsidies, and debt‑and‑equity financing options
• Participate in conference calls with clients and project finance team members to discuss issues related to structuring investments that qualify for federal tax credits from opportunity zones, renewable energy, historic rehabilitation, and/or new markets tax credits
• Document and reference assumptions used in the financial forecasts
• Prepare summarized financial data reports
• Identify and communicate potential problem areas during engagements
• Assist with accounting, audit and tax engagements, including year‑end financial statement audits, tax returns, cost certifications, and cost segregation studies
• Other duties and projects as assigned

• Bachelor’s degree, preferably in accounting, finance or economics, and 2+ years of relevant experience; ability to sit for the CPA exam or having passed sections is a plus
• Interest in developing knowledge of community development finance and other tax‑credit‑subsidized investments
• Excellent verbal and written communication skills
• Perform work accurately and time‑efficiently with strong attention to detail
• Strong organizational and follow‑through skills; ability to coordinate complex activities and prioritize conflicting demands and deadlines
• Ability to accept constructive feedback and make adjustments as directed
• Ability to work collaboratively and foster a productive, team‑oriented environment
• Strong computer skills, including proficiency in Microsoft Excel and report‑writing tools, with ability to learn new programs quickly
• Maintain a professional demeanor with coworkers and clients
• Adherence to internal firm deadlines (time entry)
• Knowledge of partnership accounting/taxation, real estate and lending terminology, and related concepts is a plus
• Availability to work evenings and weekends as required and to travel domestically if necessary

• Affordable Housing, Low Income Housing Tax Credits (LIHTC), Opportunity Zones (OZ), Renewable Energy Tax Credits (RETC), Historic Tax Credits (HTC), Housing and Urban Development (HUD), New Markets Tax Credits (NMTC)
• Real Estate, Developers, Partnerships, Housing Authority (HA), Public Housing Authority, Community Development Financial Institutions (CDFI), Community Development Entity Certification Applications (CDE), Property Compliance, Nonprofit, Single Audit, Uniform Guidance, A‑133, Forecasting, Cost Segregation, Year‑15 Exit, Tax‑exempt bond and HOME programs

• Increased number of paid holidays per year
• Competitive salaries with continuous market review
• Flexible working hours, remote and hybrid opportunities
• Inclusive workplace with strong professional growth and development opportunities
• Strong growth opportunities within the firm
• Competitive benefits package including medical, dental, vision, paid time off, life/disability insurance, commuter flex accounts
• 401(k) package with firm profit‑sharing
• Discretionary annual bonuses for eligible positions and a CPA bonus plan
• Dress‑for‑your‑day policy and emphasis on work‑life integration
• Compensation: $65,000 to $70,000 depending on experience; more is possible with higher experience

Novogradac & Company LLP is an equal‑opportunity employer. We value diversity and respect the viewpoints of all employees regardless of age, race, religion, gender identity or sexual orientation. We are committed to creating an equitable and inclusive workplace for our entire workforce.