Tax Senior Manager- Real Estate Tax Credits

About the role

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.

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.

Requirements

• 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 strong 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?
• Plante Moran maintains a drug-free workplace.
• The specific statements above are not intended to be all-inclusive.
• We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per

Benefits

Additional Information

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

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