Senior Financial Analyst – Markets Tax Credit; NMTC)

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It’s an exciting time to join Baker Tilly! We're seeking a Financial Analyst/Underwriter to join our Capital Formation team, specializing in New Markets Tax Credit (NMTC) financing.

Baker Tilly's Capital Formation team helps clients nationwide secure and structure financing for real estate developments and operating businesses. We work with project sponsors to source capital for new construction, acquisitions, rehabilitation projects, business expansions, and other economic development initiatives. Our NMTC practice is an industry leader with more than 20 years of experience. With professionals located across Illinois, Texas, and Wisconsin, our team partners with for-profit and nonprofit organizations (“Project Sponsors”) to secure NMTC allocations, structure complex financing transactions, and maximize available funding.

We leverage deep industry expertise and strong relationships with Community Development Entities (CDEs), investors, and lenders to deliver successful outcomes for our clients. This is a client-facing role offering meaningful responsibility, exposure to complex structured finance transactions, and significant opportunities for professional growth. At Baker Tilly, you'll join a collaborative team where you'll work on impactful projects, build strong client relationships, and develop your expertise in a highly specialized area of structured finance.

As a Senior Analyst, you'll work closely with Baker Tilly Principals and Senior Managers to deliver New Markets Tax Credit (NMTC) and other structured finance solutions for Project Sponsors. You'll collaborate daily with client executives, lenders, investors, legal counsel, Community Development Entities (CDEs), and other financing partners throughout the transaction lifecycle.

• Deliver high value structured finance consulting to project sponsors
• Support the…