Macdonald & Company
The Role
Macdonald and Company are proudly partnered with a privately held investment manager active nationwide, providing equity financing for affordable housing communities and overseeing a large portfolio of Low‑Income Housing Tax Credit assets through all stages of development and stabilization. The firm is growing its Fund Management team and seeks a Vice President to join the group.
The Role The Vice President of Fund Management oversees a portfolio of Low‑Income Housing Tax Credit funds, managing all financial, tax, and reporting functions from pre‑stabilization through asset maturity. This includes oversight of audits, tax returns, capital calls, investor reporting, and financial modeling updates to ensure compliance and performance across the portfolio.
Key Responsibilities
Oversee all fund accounting, financial reporting, and cash activity.
Manage audit and tax processes for both upper‑tier and lower‑tier entities.
Review and update fund models, tax credit projections, and IRR calculations.
Coordinate capital calls, investor reporting, and compliance documentation.
Review financial and tax deliverables, including cost certifications, DSCR analyses, and 8609s.
Provide leadership and training to analysts and support staff.
Maintain proactive communication with investors, partners, and auditors.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Analyst, Accounting/Auditing, and Project Management
Location: Beachwood, OH
Salary: $53,000 - $66,000
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The Role The Vice President of Fund Management oversees a portfolio of Low‑Income Housing Tax Credit funds, managing all financial, tax, and reporting functions from pre‑stabilization through asset maturity. This includes oversight of audits, tax returns, capital calls, investor reporting, and financial modeling updates to ensure compliance and performance across the portfolio.
Key Responsibilities
Oversee all fund accounting, financial reporting, and cash activity.
Manage audit and tax processes for both upper‑tier and lower‑tier entities.
Review and update fund models, tax credit projections, and IRR calculations.
Coordinate capital calls, investor reporting, and compliance documentation.
Review financial and tax deliverables, including cost certifications, DSCR analyses, and 8609s.
Provide leadership and training to analysts and support staff.
Maintain proactive communication with investors, partners, and auditors.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Analyst, Accounting/Auditing, and Project Management
Location: Beachwood, OH
Salary: $53,000 - $66,000
#J-18808-Ljbffr