Senior Relationship Manager – New Markets Tax Credit Advisory

Job Description
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a coast‑to‑coast and global advantage in major regions of the U.S. and many of the world’s leading financial centers, including New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP 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.

We are looking for a Senior Relationship Manager to join our Capital Formation Team. The team specializes in structuring and sourcing tax credits to support funding for high‑impact projects and operating businesses nationwide. The NMTC team has closed billions of dollars of NMTC transactions for a wide range of industries, providing jobs or essential services in underserved communities. As a client‑facing role, you will manage multiple clients, develop new business, and lead projects through the NMTC financing process.

Specific Responsibilities Include

Pursue leads for new projects and successfully close financing or new business opportunities

Establish and maintain relationships with NMTC financing parties including community development entities, investors, and lenders

Lead the marketing of NMTC projects to community development entities and investors

Project manage, educating potential borrowers on NMTC timelines, success strategies, processes, and structures

Assist clients with financing structures to support NMTC financings

Prepare preliminary financial structures and models

Prepare executive‑summary pitchbooks for projects to source NMTC capital

Secure and negotiate term sheets from all parties

Oversee gathering, organizing, and analyzing due diligence

Oversee closing and documentation of NMTC financing

Represent Baker Tilly and the NMTC team internally and externally through outreach, meetings, events, and client interactions

Assist with growing the NMTC financing practice

Supervise and develop other team members

Minimum Qualifications

4‑year degree

8 years professional experience

Preferred Qualifications

10+ years of commercial mid‑market or CRE lending, structured finance, and/or NMTC or subsidy‑related accounting

Experience with NMTCs or community development finance

Willingness to travel 20–30% of the time

Strong analytical, organizational, interpersonal, project‑management, and communication skills

Exceptional client service and commitment to continuous learning

Understanding of financials, operating performance, proformas, and budgets

Remote work applicable on a limited or seasonal basis; willingness to work in Baker Tilly offices as needed

Undergraduate degree in Business Administration with emphasis in Accounting, Finance or real estate preferred

No immigration sponsorship available for this position

Compensation
The U.S. National pay rate range for this position is $179,850–$340,970. The California pay rate range is $128,000–$340,970.

EEO Statement
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.

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