LIHTC Senior Finacial Analyst, Affordable Housing

Overview

Baker Tilly is a leading advisory, tax and assurance firm. We provide clients with a coast‑to‑coast and global advantage in major U.S. regions and in many of the world’s leading financial centers, such as New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker

TillyUS, LLP offer professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws and regulations.

Develop Financial Analyst in our Affordable Housing practice on the Development & Community Advisory team. You will work alongside experienced leaders to deliver high‑impact financial advisory services to real‑estate clients, contributing directly to complex transactions and the continued growth of the practice.

• Support transaction structuring and financial modeling, including integration of multiple tax credit programs, incentives, and non‑traditional financing sources.
• Assist in securing debt, equity, and other financing sources for transactions, supporting negotiations with funding partners.
• Assist with acquisition, preservation, disposition, recapitalization, and portfolio strategy assignments for real‑estate clients.
• Support transactions involving low‑income and historic tax credits, including preparation of application materials and analysis to maximize value.
• Research industry and technical topics, compile relevant data, and present clear, actionable findings.
• Provide consulting support to help clients achieve strategic, financial, and operational objectives.
• Contribute to additional real‑estate analyses, including market‑rate projects, syndicated transactions, and end‑of‑compliance‑period assessments.

• 4‑year degree.
• 3 years of professional experience.

• 3+ years of experience in financial modeling and/or low‑income housing tax credit (LIHTC) applications.
• Experience with affordable housing funding sources, including LIHTC, HOME, FHLB, and HUD programs.
• Strong Microsoft Office skills, especially Excel and Word, with the ability to navigate and update complex financial models.
• Ability to prepare applications, supporting documentation, and other detail‑oriented client deliverables with accuracy and care.
• Strong written and verbal communication skills, including drafting professional emails and providing clear project updates.
• Exceptional attention to detail and a commitment to producing accurate, polished work.
• Demonstrated commitment to exceptional client service and continuous learning on applicable programs, policies and strategies.
• Ability to manage multiple priorities, stay organized, meet deadlines, and follow through on assignments.
• A self‑starter who takes initiative, works independently, and knows when to seek guidance.
• A curious and motivated learner with strong critical‑thinking skills and a genuine interest in clients, real‑estate transactions, and the LIHTC industry.

The U.S. national pay range for this position is $84,000–$164,300. The California pay range is $77,800–$164,300. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

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.