Plante Moran
Tax Senior Manager- Real Estate Tax Credits
Plante Moran, Traverse City, Michigan, United States, 49685
Overview
We are seeking a dynamic and experienced Senior Manager to join our Housing and Community Development practice. This role is ideal for a strategic thinker and hands-on leader with deep expertise in Historic Tax Credits (HTC) and New Markets Tax Credits (NMTC). Experience with IRA renewable energy tax credits and Opportunity Zones (OZ) is also preferred, but not required. The successful candidate will play a critical role in managing and structuring complex financial closings, reviewing financial models, mentoring staff, and driving practice growth. Key Responsibilities
Lead and manage the closing process for HTC and NMTC transactions. Review financial models to ensure accuracy and strategic alignment. Supervise and mentor junior staff, fostering professional development and technical excellence. Collaborate with legal, financial, and development teams to structure transactions. Cultivate client relationships and contribute to business development efforts. Stay current on regulatory changes and industry trends affecting tax credit programs. Collaborate with colleagues on strategic planning to assist in growing the practice. Qualifications
Minimum 7-10 years of experience in housing/community development finance. CPA or JD required. Proven track record with closing HTC and NMTC transactions. Strong technical skills, including a strong understanding of lease pass-through structures, twinned transactions, and partnership taxation. Exceptional analytical, organizational, and communication skills. Strong skills in Microsoft Excel and financial modeling. Demonstrated ability to lead teams and manage multiple projects simultaneously. Preferred Credentials
Relevant professional designation. Experience working with institutional investors, developers, and community stakeholders. Location
Location preferred near one of our Plante Moran offices, including Michigan, Ohio, Illinois, and Denver Occasional national travel to conferences required Why Join Us
Our firm is nationally recognized for its commitment to community development and tax credit innovation. You\'ll work alongside industry leaders and others who are shaping the future of housing and community revitalization. What makes us different
On the surface, we\'re one of the nation\'s largest audit, tax, consulting, and wealth management firms. We emphasize a strong, respectful culture with a world-class environment and frequent recognition as a Fortune Magazine \"100 Best Companies to Work For.\" We are committed to diversity, equity and inclusion, ensuring equitable opportunities for all staff in an inclusive environment. Plante Moran is an Equal Opportunity Employer and maintains a drug-free workplace. Interested applicants must submit their resume through our applicant tracking system. Due to high volume, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies will not be paid a fee and become the property of Plante Moran. The statements above are not intended to be all-inclusive. Benefits and Compensation
For Colorado and Illinois applicants: we offer a robust benefits package. Eligibility and contribution requirements vary based on hours worked per week. Highlights include health, dental, vision, disability, and life insurance, effective on the first of the month following your start date. Flexible Time Off, observed holidays, a 401(k) plan, flexible benefits plans, travel reimbursement, lodging, and meal reimbursement for business use are available. A Pension plan is available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Seasonal staff are not eligible for benefits. Compensation is commensurate with technical skills and experience. The posted compensation is based on a position located in CO or IL; please review the specific location for applicable details. Under Colorado\'s Job Application Fairness Act, you have the right to redact information identifying age or dates of attendance at educational institutions from documents submitted with your application. Colorado monthly base range: $12,333.33 - $15,666.67; Illinois monthly base range: $12,708.33 - $15,833.33 #JA1 #Hybrid
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We are seeking a dynamic and experienced Senior Manager to join our Housing and Community Development practice. This role is ideal for a strategic thinker and hands-on leader with deep expertise in Historic Tax Credits (HTC) and New Markets Tax Credits (NMTC). Experience with IRA renewable energy tax credits and Opportunity Zones (OZ) is also preferred, but not required. The successful candidate will play a critical role in managing and structuring complex financial closings, reviewing financial models, mentoring staff, and driving practice growth. Key Responsibilities
Lead and manage the closing process for HTC and NMTC transactions. Review financial models to ensure accuracy and strategic alignment. Supervise and mentor junior staff, fostering professional development and technical excellence. Collaborate with legal, financial, and development teams to structure transactions. Cultivate client relationships and contribute to business development efforts. Stay current on regulatory changes and industry trends affecting tax credit programs. Collaborate with colleagues on strategic planning to assist in growing the practice. Qualifications
Minimum 7-10 years of experience in housing/community development finance. CPA or JD required. Proven track record with closing HTC and NMTC transactions. Strong technical skills, including a strong understanding of lease pass-through structures, twinned transactions, and partnership taxation. Exceptional analytical, organizational, and communication skills. Strong skills in Microsoft Excel and financial modeling. Demonstrated ability to lead teams and manage multiple projects simultaneously. Preferred Credentials
Relevant professional designation. Experience working with institutional investors, developers, and community stakeholders. Location
Location preferred near one of our Plante Moran offices, including Michigan, Ohio, Illinois, and Denver Occasional national travel to conferences required Why Join Us
Our firm is nationally recognized for its commitment to community development and tax credit innovation. You\'ll work alongside industry leaders and others who are shaping the future of housing and community revitalization. What makes us different
On the surface, we\'re one of the nation\'s largest audit, tax, consulting, and wealth management firms. We emphasize a strong, respectful culture with a world-class environment and frequent recognition as a Fortune Magazine \"100 Best Companies to Work For.\" We are committed to diversity, equity and inclusion, ensuring equitable opportunities for all staff in an inclusive environment. Plante Moran is an Equal Opportunity Employer and maintains a drug-free workplace. Interested applicants must submit their resume through our applicant tracking system. Due to high volume, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies will not be paid a fee and become the property of Plante Moran. The statements above are not intended to be all-inclusive. Benefits and Compensation
For Colorado and Illinois applicants: we offer a robust benefits package. Eligibility and contribution requirements vary based on hours worked per week. Highlights include health, dental, vision, disability, and life insurance, effective on the first of the month following your start date. Flexible Time Off, observed holidays, a 401(k) plan, flexible benefits plans, travel reimbursement, lodging, and meal reimbursement for business use are available. A Pension plan is available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Seasonal staff are not eligible for benefits. Compensation is commensurate with technical skills and experience. The posted compensation is based on a position located in CO or IL; please review the specific location for applicable details. Under Colorado\'s Job Application Fairness Act, you have the right to redact information identifying age or dates of attendance at educational institutions from documents submitted with your application. Colorado monthly base range: $12,333.33 - $15,666.67; Illinois monthly base range: $12,708.33 - $15,833.33 #JA1 #Hybrid
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