Manager, Fiscal Operations Advisory
bakertilly
Tax Credit Finance and Consulting Manager
bakertilly· Baker Tilly Advisory Group, LP
About this role
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.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
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.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Are you interested in joining one of the fastest-growing public accounting firms?
If so, consider joining Baker Tilly (BT) as a Tax Credit Finance and Consulting Manager on our Development Advisory team. This is an exciting opportunity to serve as a trusted business advisor, delivering financial consulting services to developers, institutional investors, and other stakeholders related to projects financed with Historic Tax Credits, Low-Income Housing Tax Credits, and other tax incentivized subsidies. You'll work alongside firm leadership to support clients, help grow the practice, and make a direct impact on the firm's success. As one of the nation's fastest-growing firms, Baker Tilly offers strong career growth, workplace flexibility, and meaningful relationships with clients, teammates, and leaders who are invested in your success.
Baker Tilly's Development Advisory practice brings deep expertise in complex real estate transactions, a passion for supporting community development, and a commitment to helping clients navigate an increasingly regulated environment. We serve developers, property owners, state housing finance agencies, public housing authorities, syndicators, and investors across the United States, providing proactive guidance on development, compliance, risk, and strategic initiatives.
Key Responsibilities
- Build, maintain, and review complex Excel financial models for real estate tax credit investments.
- Develop financial projections, investment analyses, and transaction scenarios.
- Serve as the primary client contact throughout the transaction lifecycle, partnering with developers, investors, attorneys, and internal stakeholders.
- Manage multiple client engagements and transactions independently with minimal supervision.
- Advise clients on transaction structure, financial feasibility, tax credit optimization, and partnership structures.
- Prepare and organize client deliverables.
- Research technical and industry issues, analyze data, and present findings to clients and internal teams.
- Mentor and support the development of junior staff.
- Provide general consulting services to help clients achieve their strategic and financial objectives.
Minimum Qualifications:
- 4-year degree
- 5 years professional experience
Preferred Qualifications:
- Five+ years of financial modeling/analysis real estate experience.
- Experience with Historic Tax Credits (HTC), Low-Income Housing Tax Credits (LIHTC), or other real estate tax credit investments.
- Demonstrated advanced Excel and financial modeling expertise.
- Experience structuring complex real estate tax credit transactions.
- Strong understanding of partnership structures and partnership taxation.
- Understanding of real estate financial statements and operating performance.
- Excellent client management, communication, analytical, organizational, interpersonal, and project management skills.
- Ability to work independently, manage multiple transactions, and deliver exceptional client service.
- Commitment to continuous learning and staying current on industry trends, regulations, and applicable tax credit strategies.
The US National pay rate range for this job position is $59,400-$236,800. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.
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Frequently Asked Questions
What is the salary for the Tax Credit Finance and Consulting Manager role at bakertilly?
The listed salary for this Tax Credit Finance and Consulting Manager position at bakertilly is USD 59K–237K. This is a remote Full time role.
Is the Tax Credit Finance and Consulting Manager job at bakertilly remote?
Yes, this Tax Credit Finance and Consulting Manager position at bakertilly is remote, with team members based in Madison, WI, USA IL Chicago 800 W Fulton, USA Remote, USA WI Milwaukee. You can work from home or anywhere in the supported regions.
Is the Tax Credit Finance and Consulting Manager role at bakertilly full-time or part-time?
This is listed as a Full time position. It is posted as a Tax Credit Finance and Consulting Manager role in the Baker Tilly Advisory Group, LP department at bakertilly.
Which team or department does the Tax Credit Finance and Consulting Manager at bakertilly belong to?
This Tax Credit Finance and Consulting Manager position is part of the Baker Tilly Advisory Group, LP department at bakertilly. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Tax Credit Finance and Consulting Manager position at bakertilly?
Click the "Apply Now" button on this page. You will be redirected to bakertilly's official application portal hosted on workday where you can submit your application directly.
When was the Tax Credit Finance and Consulting Manager job at bakertilly posted?
This Tax Credit Finance and Consulting Manager position at bakertilly was posted on Aug 25, 2026. Apply as soon as possible — early applications are often reviewed first.
Tax Credit Finance and Consulting Manager
bakertilly · 💰 USD 59K–237K
You'll be redirected to bakertilly's official application page on Workday.