Plante Moran
Tax Senior Manager- Real Estate Tax Credits
Plante Moran, Southfield, Michigan, United States, 48076
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 will work alongside industry leaders and others who are shaping the future of housing and community revitalization.
What makes us different? We are one of the nation’s largest audit, tax, consulting, and wealth management firms. We strive for a world-class culture and have been recognized as one of Fortune Magazine's 100 Best Companies to Work For. We are committed to diversity, equity, and inclusion, ensuring fair 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 & Illinois applicants: We offer a robust benefits package with eligibility and contribution requirements varying by hours worked per week. Highlights include health, dental, vision, disability, and life insurance. Benefits are effective on the first of the month following start date. Eligible staff may participate in Flexible Time Off, holidays, a 401(k) plan, flexible benefits plans, travel reimbursements, lodging, and meals for business-related use. A Pension plan and discretionary bonus plan are available for eligible staff. Interns and Contractors may elect health insurance under our contingent staff plan after 60 days of employment. Seasonal staff are not eligible for benefits.
Compensation is commensurate with technical skills and experience. The posted compensation information corresponds to a position located in CO or IL. Please review the position location for the applicable geographic location.
Colorado law provides applicants with the right to redact personal information from documents submitted in connection with applications. If you wish to exercise this right, please redact it prior to submission.
Colorado monthly base range is: $12,333.33 - $15,666.67. Illinois monthly base range is: $12,708.33 - $15,833.33.
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#Hybrid
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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 will work alongside industry leaders and others who are shaping the future of housing and community revitalization.
What makes us different? We are one of the nation’s largest audit, tax, consulting, and wealth management firms. We strive for a world-class culture and have been recognized as one of Fortune Magazine's 100 Best Companies to Work For. We are committed to diversity, equity, and inclusion, ensuring fair 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 & Illinois applicants: We offer a robust benefits package with eligibility and contribution requirements varying by hours worked per week. Highlights include health, dental, vision, disability, and life insurance. Benefits are effective on the first of the month following start date. Eligible staff may participate in Flexible Time Off, holidays, a 401(k) plan, flexible benefits plans, travel reimbursements, lodging, and meals for business-related use. A Pension plan and discretionary bonus plan are available for eligible staff. Interns and Contractors may elect health insurance under our contingent staff plan after 60 days of employment. Seasonal staff are not eligible for benefits.
Compensation is commensurate with technical skills and experience. The posted compensation information corresponds to a position located in CO or IL. Please review the position location for the applicable geographic location.
Colorado law provides applicants with the right to redact personal information from documents submitted in connection with applications. If you wish to exercise this right, please redact it prior to submission.
Colorado monthly base range is: $12,333.33 - $15,666.67. Illinois monthly base range is: $12,708.33 - $15,833.33.
#JA1
#Hybrid
#J-18808-Ljbffr