Senior Tax Credit Equity Asset Manager - Remote

Overview

The Asset Manager function will support various tax credit equity investments including LIHTC, HTC, NMTC, and RETCs. The position will work with the tax credits investment team on underwriting prospective investments, maintaining due diligence lists, and ensuring compliance with investment requirements.

In Short

• Manage tax credit equity investments
• Order and track third-party reports
• Maintain due diligence lists for prospective investments
• Interface with internal departments for profitability models
• Coordinate closing documentation and approvals
• Monitor construction phase and compliance
• Prepare investment updates and site inspection overviews
• Support junior team members' development
• Adhere to compliance and risk controls
• Promote diversity and uphold company values

Requirements

• Bachelor's degree in Accounting, Finance, or related field
• Minimum 5 years of relevant experience in tax credit asset management
• Excellent communication and relationship-building skills
• Strong customer focus and decision-making ability
• Ability to function in a fast-paced environment
• Proficient in word processing, spreadsheets, and business systems
• Experience in stakeholder management preferred

Benefits

• Competitive salary and benefits
• Paid volunteer time each year
• Support for professional development
• Inclusive workplace culture
• Comprehensive health benefits