Manager, Economic Development and Capital Formation

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

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Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

Manager, Economic Development and Capital Formation

Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in consulting in real estate, development economics, housing, and equitable growth?

If yes, consider joining Baker Tilly Advisory Group, LP (Baker Tilly) as a Manager in Development Advisory – Economic Development and Capital Formation. Our practice provides a broad spectrum of services to help our clients develop strategies to compete in an ever-changing community and business environment— setting the course for clients to achieve their growth, strategy, and capacity goals and objectives.

As one of the fastest growing firms in the nation, Baker Tilly can offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. The team serves clients nationwide. This position offers the chance to work remotely, with office time expected as determined by the team's needs.

What you will do:

This role includes intermediate analysis, project management, and client-facing work across the spectrum of our practice areas which includes economic analysis and strategy; urban development and planning; real estate transactions; housing market analysis; community development; equitable growth; incentive program development; workforce and labor analysis; and public-private-nonprofit real estate project strategy and implementation.

In this role you will:

• Collaborate with internal and external project teams, independently and strategically to advance project opportunities, implement timelines and develop recommendations for project content.

• Lead in project management and client relationships, aligning project teams with client needs and ensuring client satisfaction with our work.

• Develop in-depth knowledge of clients' existing conditions and needs and develop solutions through direct client interaction while working on multiple aspects of an engagement. Guide research and document writing; lead in guidance of communication in written and presentation formats.

• Guide project deliverables, memos, presentations, and final reports for delivery to the client, documenting and reviewing engagement work papers in accordance with project needs and industry acceptable methodologies.

• Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service.

• Support real estate transactions analysis, including but not limited to, due diligence, underwriting, and financial modeling.

• Manage, develop, train, and mentor staff on projects and assess performance for engagement and year-end reviews.

• Perform project management duties - oversee work plan execution, provide periodic internal and client facing status reports, generate invoices and manage the project budget, oversee development and distribution of deliverables, and manage day-to-day communication and coordination with client team.

• Lead professional and effective presentations to internal and external audiences.

• Continue to develop knowledge and experience working with various technology environments, platforms, applications, and tools/utilities.

• Attend professional development, networking events and training seminars. Adhere to the highest degree of professional standards and strict client confidentiality.

• Utilize entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue.

• Invest in professional development individually and through participation in firmwide learning and development programs.

Minimum Qualifications

• 4-year degree

• 5 years professional experience

Preferred Qualifications

• A bachelor’s degree within business, economics, real estate, urban planning, or finance, relevant master’s degree desirable but not a requirement.

• 7+ year(s) experience with relevant work experience and specific knowledge in areas of focus with either private or public sector.

• Knowledge, skills and passion for the principles and practice connected to real estate, development, and redevelopment.

• Deep knowledge of real estate markets, trends, and asset classes, with the ability to forecast market dynamics and adapt strategies accordingly.

• Experience as a client serving professional desired.

• Excellent analytical, technical, and problem-solving skills, with strong attention to detail.

• Proficiency in Microsoft Excel and financial modeling software.

• Experience in applied economic analysis utilizing relevant platforms and use of data sources, including the Case-Shiller National Home Price Index, ESRI Business Analyst, PolicyMap, Placer.ai, CoStar, GreenStreet, IBISWorld, Lightcast and IMPLAN, help build a comprehensive perspective of the market dynamics related to trends in labor, land, and capital in a given market.

• Strong understanding of real estate, zoning regulations, tax implications, and compliance requirements.

• Exceptional verbal, presentation, and written communication, collaboration, and time management skills.

• Ability to multi-task, work well independently in a fast-paced environment, and be highly self-motivated.

• Motivation to work extended hours and travel as needed to meet the needs of clients and growth of the national practice.

Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

• The pay rate range for Madison, WI is $85,000-$182,150
• The pay rate range for Milwaukee, WI is $85,000-$182,150
• The pay rate range for Chicago, IL is $110,000-$200,370

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