Tax Credit Investment Manager
$120k - $160kEast West Bank
Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further. Overview The Tax Investment Manager is responsible for underwriting, modeling, executing, and managing a diversified portfolio of tax credit investments, including Low‑Income Housing Tax Credits (LIHTC), Investment Tax Credits (ITC), and other federal and state tax credit programs. This role provides critical expertise in evaluating tax‑advantaged investment opportunities, ensuring compliance with regulatory requirements, optimizing after‑tax returns, and maintaining strong relationships with external partners and internal stakeholders. Responsibilities Investment Underwriting & Modeling Lead financial underwriting and detailed tax credit modeling for LIHTC, ITC, and other tax credit investment opportunities. Evaluate project feasibility, risk, credit quality, capital structure, and projected tax benefits. Develop and maintain robust financial models incorporating sensitivity, scenario, and return analyses. Prepare investment recommendations, presenting findings and due diligence outcomes to senior leadership. Execution of Tax Credit Investments Manage end-to-end deal execution, including structuring, negotiation, documentation review, and closing coordination. Collaborate with legal, finance, risk management, and external partners (developers, syndicators, investors) to ensure timely and accurate closing of transactions. Ensure all investment executions meet internal policy requirements, tax compliance standards, and strategic portfolio objectives. Portfolio Monitoring & Asset Management Oversee ongoing monitoring of the tax investments portfolio, including performance tracking, compliance reviews, and risk assessments. Analyze financial reporting, construction progress, lease‑up metrics, credit delivery status, and operating results of underlying projects. Identify potential issues or variances and recommend corrective actions or mitigation strategies. Maintain up‑to‑date portfolio reporting and dashboards for internal stakeholders and regulatory needs. May perform other duties as assigned. Qualifications Education & Experience Bachelor’s degree in Finance, Accounting, Business, Economics, or related field; advanced degree or CPA preferred. 8+ years of experience in tax credit investing, renewable energy finance, real estate finance, or related fields. Direct experience with LIHTC and/or ITC underwriting strongly preferred. Skills & Competencies Strong financial modeling and quantitative analysis capabilities. Deep understanding of federal and state tax credit programs, partnership structures, and tax compliance considerations. Excellent analytical, problem‑solving, and due‑diligence skills. Strong communication skills with the ability to present complex information clearly to senior stakeholders. High attention to detail, with strong execution and project‑management capabilities. Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time. Compensation The base pay range for this position is USD $120,000.00/Yr. - USD $160,000.00/Yr. Exact offers will be determined based on job‑related knowledge, skills, experience, and location. #J-18808-Ljbffr
$175k - $200k
...and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways... ...Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits ~...TaxWork at officeLocal areaFlexible hours$148.5k - $174.7k
...and discover what you excel at—all from Day One. Job Description Partners with assigned Relationship Manager(s) to successfully manage ICG Healthcare credit account relationships. These accounts are across the for-profit Healthcare industry, including physician practices...SuggestedTemporary workWork experience placementLocal area- ...BMO is seeking an experienced professional in Los Angeles for analyzing credit information to support lending decisions and processes for commercial banking loans. Responsibilities include negotiating loan structures, assessing repayment capacity, and monitoring portfolio...Suggested
$111.1k - $130.7k
## Credit Portfolio Manager, Education and Non-Profit - Institutional Client GroupApplylocations: Los Angeles, CA: Cincinnati, OH: Minneapolis, MN: Newport Beach, CA: New York, NYtime type: Full timeposted on: Posted Yesterdaytime left to apply: End Date: June 30, 2026...SuggestedTemporary workWork experience placementLocal area$194.23k - $228.5k
...corporate lending team. Assists the Corporate Banking Division Manager in overseeing business development and handles some of the most... ...develops, and services a wide variety of corporate loans and lines of credit, both secured and unsecured. Interviews loan applicants on very...SuggestedTemporary workLocal area$44.28 - $75.42 per hour
...City National Bank is seeking a Portfolio Manager II for their Emerging Middle Market team in Los Angeles, California. This role involves managing existing credits, providing credit solutions, and enhancing risk management. The ideal candidate has at least 5 years of experience...Hourly pay$124k - $335k
...Specialty/Competency: General Tax Consulting Industry/Sector: Not Applicable Time... ...-assets and research and development tax credits. Growing as a strategic advisor, you leverage... ...to solve our clients' needs. As a Senior Manager you lead large projects, innovate...TaxFull timeH1b$98.18k - $115.5k
Job Description The Credit Portfolio Manager partners with assigned Relationship Manager(s) to successfully manage credit account relationships. Responsibilities include underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully...Temporary workWork experience placementLocal area$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and...TaxFull timeH1b$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% The... ...Opportunity As an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on...TaxFull timeH1b$138.8k - $215.9k
...As a Senior Manager in our Tax Credits and Incentives Advisory (TCIA) Practice , you will draw on experience in accounting and taxation to provide tax equity investment consulting services for clients. You will be a leader in a team comprised of professionals with significant...TaxApprenticeshipWork experience placementLocal area$99k - $266k
...Specialty/Competency: General Tax Consulting Industry/Sector: Not Applicable Time... ...-assets and research and development tax credits. Enhancing your leadership style, you... ...leveraging team member's unique strengths, and managing performance to deliver on client...TaxFull timeH1b$41.83 - $66.81 per hour
*PORTFOLIO MANAGER I or II - Commercial Real Estate level assigned based on candidate skills... ...is part of the Commercial Real Estate Credit Management Team focused on the long-term... ...current and historical financial statements, tax returns, projections and/or cash flow...TaxHourly payRemote work$44.28 - $75.42 per hour
...PORTFOLIO MANAGER II- Business Banking WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team focused on the long‑term risk‑adjusted returns for the bank... ...and historical financial statements, tax returns, projections and/or cash flow proformas...TaxHourly pay$90k - $110k
...are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy‐... ...clients. Essential Functions: Supervision of the audit and tax preparation process Assisting with the preparation of...TaxWork at officeLocal area- U.S. Bank is seeking a Credit Portfolio Manager, focusing on managing a portfolio of Corporate Banking credit relationships. This role involves expanding revenue through new business acquisition and customer retention. The ideal candidate will have a Bachelor's degree...
- ...are not limited to the following: Client Management Reporting Facilitates client... ...personnel; Directly communicates with client’s investment managers and prime brokers and handles requests... ...of the clients; and Coordinates with tax personnel for funds or clients that are...TaxWork at office
$139.2k - $293.5k
...core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-... ...is currently searching for a Senior Manager to lead projects in the areas of energy tax credits and R&D tax credits. A successful candidate...TaxFor contractorsApprenticeshipLocal areaRemote workWorldwide$88.9k - $168.3k
...nowhere like RSM. RSM is looking for a Manager to join our RSM Fund Services + practice.... ..., new accounting policies and evolving tax regulations mean that business and professional... ...closes, fee calculations, including credit facility maintenance, deal funding, and investor...TaxWork experience placementInternshipWork at officeLocal area$100k - $140k
...Capital is seeking a Finance Manager that is capable of taking additional... ...with fund administrator for investments, capital calls, distributions... ...entities Maintain line of credit, including borrowings,... ...Assist with annual audit and tax process Respond to quarterly...TaxWork at officeFlexible hours- ...Bilingual Tax/Accounting and Investment Manager (44780-6) is seeking a position of Tax /Accounting and Investment manager. The Tax/Accounting and Investment manager is a position responsible for completing Tax & Accounting operations including support of investment opportunities...Tax
$130k - $160k
We're searching for a sharp, deal-oriented Tax Credit Manager to join a leading financial services firm in Glendale, CA. In this high-visibility role, you'll own the full lifecycle of tax credit investments — from underwriting and modeling through closing and ongoing portfolio...TaxPermanent employment$115k
...About the Role: As a CBRE Fund Accounting Controller, you will manage a team of accountants and oversee the financial management, reporting... .... Prepare financial statements; assist with audit and tax preparation and review. Assist with reviewing P&L calculations...TaxWork at office$88.9k - $168.3k
...right fit for you! RSM is looking for a Manager to join our RSM Fund Services + practice.... ...economies, new accounting policies and evolving tax regulations mean that business and... ...subsequent closes, fee calculations, including credit facility maintenance, deal funding, and...TaxWork experience placementInternshipWork at officeLocal area- ...services firm is looking for a Fund Accounting Manager to join their team in Los Angeles. This... ...expertise in accounting, particularly in investment company accounting, will be crucial in... ...efficient processes and guides for tax withholdings. If you thrive in a dynamic...Tax
$155k - $225k
...Portfolio Governance & Project Delivery Manager Cooley is seeking a Portfolio Governance... ...are not sufficiently defined to support investment decisions. Process improvement, planning... ...care flexible spending accounts, pre-tax commuter benefits, life insurance, AD&D,...TaxFull timeTemporary workWork at officeImmediate startRemote workWork from homeWorldwideFlexible hoursWeekend work$195k - $225k
...experienced banking professional in Los Angeles. The role involves managing cash flow and real estate loans within the healthcare sector,... ...include leading transaction processes, preparing credit memos, and ensuring compliance with credit policies. The salary...$100k - $120k
...services firm. They seek a Fund Accounting Manager to join their Los Angeles, CA office.... ...team Understand partnership agreements and investment purchase/sale agreements Ensure new portfolios... ...a guide on how to treat and record tax withholdings Perform other tasks and duties...TaxFull timeWork at office$130k - $165k
Overview Fund Accounting Manager (Private Equity) - LA at Oliver James. A great... ...capital calls, distributions, and credit facility administration Coordinate tax workflows with internal and... ...regulatory obligations Collaborate with investment operations and performance teams...TaxFull time- ...~ You will have the flexibility to manage your days in support of our commitment to... ...limited to, Balance Sheet, Statement of Investments, Statement of Operations, Statement of Cash... ...our clients, from general accounting and tax planning to outsourced services and investor...TaxLocal area
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