Senior Accounting & Financial Analyst - New Markets Tax Credit (NMTC)

Overview

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. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

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Job Description:


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.

About the Team

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.

What You'll Do

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. Responsibilities include:

• Deliver high value structured finance consulting to project sponsors
• Support the structuring of NMTC transactions.
• Prepare executive summaries and marketing materials to source NMTC allocations and investments.
• Coordinate with Community Development Entities, investors, lenders, and other financing partners.
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