Senior Financial Tax Analyst

A Brief Overview

Reporting to the Assistant Vice President, the Senior Financial Analyst will provide assistance and support with activities related to analyzing, researching, underwriting and closing LIHTC investments. The Senior Financial Analyst should demonstrate strength in quantitative analysis and financial modelling with a focus on detail, and possess an analytical orientation and the initiative to work in a fast-paced environment in a reliable manner. The Senior Financial Analyst will present work to colleagues, management and other internal teams including acquisitions, tax, accounting, and asset management departments.

What you will do

• Develop and maintain financial models to support the investment analysis of various new investment opportunities.
• Maintain financial models to support the management and oversight of current investments.
• Drive qualitative and quantitative research efforts to support all analyses.
• Research federal and state tax credit programs.
• Develop and maintain up to date knowledge and IRS rules of developments in affordable housing and real estate. Assist building and keeping database for the latest federal and state tax regulations
• Review audit, cost certifications, cost segregation studies, and 8609s.
• Assist tax related questions / requests from investors.
• Distills and analyzes crucial financial information relevant for the entire portfolio.
• Make substantial contributions to analysis that will inform the firm’s investment decisions
• Review partnership tax returns of operating partnerships and fund level entities
• Assist in the training of junior staff.

Qualifications

Compensation

We are committed to offering competitive and equitable compensation. The hiring range for this position is generally between $85,000 - $110,000, exclusive of fringe benefits or potential bonuses. This position is also eligible for a performance bonus. Final salaries will be determined based on factors such as geographic location, skills, education, licenses, certifications, and / or experience. In addition to these factors – we believe in the importance of pay equity. Please keep in mind that the range mentioned above is the general Hiring Range for the role. Hiring at the top of the range is reserved for exceptionally qualified candidates. We consider internal and external factors as a part of every final offer. We also offer a generous total compensation and benefits package.

Benefits

A competitive salary is only one part of your total rewards. We also offer a comprehensive benefits package, including paid time off, medical, dental, life and disability insurance, HSA / FSA accounts, retirement, rewards programs, and so much more!

You must be able to pass a drug, background screen and physical abilities test / motor vehicle record check (if one is required per the position).

EEO / ADA

The Company and its affiliates provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

#INDHUNT

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.