Senior Relationship Manager – New Markets Tax Credit Advisory

Role Overview

Senior Relationship Manager for Baker Tilly’s Capital Formation Team, leading client engagement and NMTC financing projects across the United States.
Responsibilities

Pursue and close new project leads and NMTC financing opportunities.
Establish and maintain relationships with community development entities, investors, and lenders.
Market NMTC projects to development partners and coordinate outreach efforts.
Project‑manage borrower education on NMTC timelines, strategies, and structures.
Assist clients with financing structures, prepare preliminary financial models and executive‑summary pitchbooks.
Secure and negotiate term sheets and oversee due‑diligence, documentation, and closing of NMTC financing.
Represent Baker Tilly at internal and external meetings, events, and outreach activities.
Support growth of the NMTC practice, develop processes, procedures, and best practices.
Supervise and coordinate activities of other team members.
Qualifications

4‑year degree.
8+ years professional experience in commercial mid‑market or CRE lending, structured finance, or related accounting.
10+ years experience with NMTCs or community development finance (preferred).
Strong analytical, organizational, interpersonal and project management skills.
Excellent client service, communication, and continuous learning orientation.
Understanding of financials, operating performance, pro‑formas and budgets.
Willingness to travel 20–30% of the time; available to work in Baker Tilly offices and travel as required.
For remote work: limited or seasonal basis; experience with remote collaboration acceptable.
Undergraduate degree in Business Administration, Accounting, Finance, or real estate preferred.
No immigration sponsorship available for this position.
Pay & Benefits

United States national pay range: $179,850 – $340,970. California pay range: $128,000 – $340,970.
Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.
Equal Opportunity

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, protected veteran status, gender identity, sexual orientation or any other legally protected basis, in accordance with applicable federal, state or local law.

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