Tax Senior Manager- Real Estate Tax Credits (Cincinnati)

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 solid 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’ll work alongside industry leaders and others who are shaping the future of housing and community revitalization.

What makes us different?

We’re one of the nation’s largest audit, tax, consulting, and wealth management firms with a world-class culture and ongoing recognition as a Fortune Magazine’s “100 Best Companies to Work For.” We value diversity, equity, and inclusion and strive for an inclusive environment where all staff have equitable opportunities to succeed.

Plante Moran is an Equal Opportunity Employer and maintains a drug-free workplace. We support a flexible “Workplace for Your Day” model while prioritizing in-person collaboration. Interested applicants must submit their resume through our applicant tracking system. Only candidates selected for interviews will be contacted. Applicants must be legally authorized to work in the United States without sponsorship, with limited exceptions for bilingual candidates as noted in postings.

Benefits and Compensation

Compensation is commensurate with experience. Benefits include health, dental, vision, disability, life insurance, Flexible Time Off, holidays, 401(k), and other pre-determined benefits. Colorado and Illinois ranges are provided in postings and vary by location. Details are available in the specific job posting.