Tax Credit Investment Manager

Tax Investment Manager

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.

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.

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.

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.