Senior Relationship Manager – New Markets Tax Credit Advisory

Baker Tilly US

Senior Relationship Manager in Baker Tilly's Capital Formation Team focused on NMTC financing projects. Leading client relationships and overseeing project management and financing structures.

Posted 6/17/2026full-timeMadison • District of Columbia, Illinois, New York, Wisconsin • 🇺🇸 United StatesSenior💰 $179,850 - $340,970 per yearWebsite

About the role

Key responsibilities & impact

Pursue leads for new projects and successfully close the financing or new business opportunity
Establish and maintain relationships with NMTC financing parties including community development entities, investors, and lenders
Lead process of marketing NMTC projects to community development entities and investors
Project management including educating potential borrower’s on NMTCs timeline, success strategy, process, and structure
Assist clients with financing structures to support NMTC financings
Prepare preliminary financial structures / models
Prepare executive summary pitchbooks for projects to source NMTC capital from community development entities and investors
Secure and negotiate term sheets from all parties
Oversee the gathering, organizing, and analyzing of due diligence
Oversee the closing and documentation of the NMTC financing
Perform as an industry leader internally and externally, representing Baker Tilly and the NMTC team through outreach efforts, internal and external meetings/events, and client interactions
Assist with growing the NMTC financing practice
Staff management and people development; supervising and coordinating activities of other team members

Requirements

What you’ll need

4-year degree
8 years professional experience
Ten+ years of commercial mid-market or CRE lending, structured finance and/or NMTC or subsidy related accounting.
Work experience with NMTCs or community development finance.
Willingness to travel to meetings, conferences, and events – Approximately 20 – 30% of time.
Demonstrated analytical, organizational, interpersonal, project management, and communication skills.
Ability to provide exceptional client service and demonstrate commitment to continuous learning in order to stay current regarding applicable strategies.
Understanding of financials, operating performance, proformas and budgets.

Benefits

Comp & perks

Comprehensive compensation and benefits package

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingproject managementdue diligencefinancing structuresNMTC financingstructured financecommercial lendingCRE lendingfinancial analysisbudgeting

Soft Skills

analytical skillsorganizational skillsinterpersonal skillscommunication skillsclient serviceleadershippeople developmentnegotiationoutreachteam coordination