LIHTC Senior Analyst, Affordable Housing

Overview

Join Baker Tilly’s Development & Community Advisory team as a Financial Analyst in our Affordable Housing practice. This role involves contributing to complex transactions, delivering high‑impact financial advisory services to real estate clients, and supporting the growth of the practice.

• Support transaction structuring and financial modeling, integrating multiple tax credit programs, incentives, and nontraditional financing sources.
• Assist in securing debt, equity, and other financing sources for transactions, including 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, particularly in 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 the ability to draft professional emails, ask thoughtful questions, and provide clear project updates.
• Exceptional attention to detail and a commitment to producing accurate, polished work.
• Demonstrated commitment to exceptional client service and continuous learning to stay current on applicable programs, policies, and strategies.
• Ability to manage multiple priorities, stay organized, meet deadlines, and follow through on assignments.
• Resourceful self‑starter who takes initiative, works independently, and knows when to seek guidance.
• Curious and motivated learner with strong critical thinking skills and a genuine interest in clients, real estate transactions, and the LIHTC industry.

Baker Tilly offers a comprehensive compensation and benefits package to eligible employees. Pay ranges vary by location and are influenced by factors such as skills, experience, and location.

US National pay rate range: $84,000 – $164,300.
California pay rate range: $77,800 – $164,300.

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, and local law.