Senior Relationship Manager – New Markets Tax Credit Advisory

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.

Discussion of Work Location
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Job Description
It’s an exciting time to join Baker Tilly! We are looking for a Senior Relationship Manager to join our Capital Formation Team. The Capital Formation Team at Baker Tilly (BT) is comprised of client‑focused professionals specializing in the structuring and sourcing of tax credits that create net cash benefits to support funding the growth and expansion of high impact projects and operating businesses nationwide. BT’s NMTC team is an industry‑leading financial consulting group that has been involved in the NMTC industry since its inception over 20 years ago – closing billions of dollars of NMTC transactions for hundreds of projects in manufacturing, healthcare, education, community facilities and other diverse industries creating jobs or providing needed goods and services to underserved communities. The NMTC team works closely with for‑profit and non‑profit organizations to secure tax credits, structure financing, and maximize the capital stack while working with multiple financing sources. The team provides deep industry expertise and leverages extensive relationships with NMTC stakeholders including community development entities, investors and lenders. We are seeking a highly organized, articulate and detail‑oriented individual to join our team as a Senior Relationship Manager who will be part of the team to identify, engage and successfully lead projects through the competitive NMTC financing process. This position is client‑facing and requires attention to detail, critical thinking, and project management skills. In this role, you will be responsible for managing multiple clients simultaneously. Clients include businesses or developers seeking NMTC financing for their high impact projects nationwide. The ideal candidate will have 10+ years of commercial mid‑market or CRE lending, structured finance, and/or similar accounting experience as well as experience with NMTCs and/or community development finance. While new business development responsibilities are not the primary focus in the current role, the expectation is that as the position evolves, new business development will become an integral part of the job to support planned growth and to assist the team in growing and developing processes, procedures and best practices. Therefore, candidates managing clients while successfully developing new business and/or client sales leads are highly desired. Performance is rewarded and there are many professional opportunities to grow within the team. As a Senior Relationship Manager with BT’s Capital Formation Team, you will work closely with Partners and staff to provide high‑value NMTC consulting services for projects.

Specific Responsibilities Include

Pursue leads for new projects and successfully close the financing or new business opportunity

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

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

Project management including educating potential borrower’s on NMTCs timeline, success strategy, process, and structure

Assist clients with financing structures to support NMTC financings

Prepare preliminary financial structures / models

Prepare executive summary pitchbooks for projects to source NMTC capital from community development entities and investors

Secure and negotiate term sheets from all parties

Oversee the gathering, organizing, and analyzing of due diligence

Oversee the closing and documentation of the NMTC financing

Perform as an industry leader internally and externally, representing Baker Tilly and the NMTC team through outreach efforts, internal and external meetings/events, and client interactions

Assist with growing the NMTC financing practice

Staff management and people development; supervising and coordinating activities of other team members

Minimum Qualifications

4‑year degree

8 years professional experience

Preferred Qualifications

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

Work experience with NMTCs or community development finance

Willingness to travel to meetings, conferences, and events – Approximately 20–30% of time

Demonstrated analytical, organizational, interpersonal, project management, and communication skills

Ability to provide exceptional client service and demonstrate commitment to continuous learning in order to stay current regarding applicable strategies

Understanding of financials, operating performance, proformas and budgets

While remote work is applicable on a limited or seasonal basis, the successful candidate will have a willingness to work in BT Offices on a regular basis and to travel as required [generally short duration]

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

There is currently no immigration sponsorship available for this position

The pay rate ranges for this job position are listed below. 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.

The US National pay rate range for this job position is $179,850–$340,970.

The California pay rate range for this job position is $128,000–$340,970.

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.

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