Analyst supporting compliance with income tax laws and regulations for federal, state, and local entities. Gather data and prepare workpapers for tax returns and documentation maintenance.
About the role
- Asset Analyst focusing on NMTC projects, compliance reporting, and portfolio monitoring for Baker Tilly clients. Establishing relationships with investors and assisting in community impact reporting.
Responsibilities
- The Asset Analyst will be responsible for portfolio monitoring and addressing compliance and asset management issues during the underwriting and closing stage, throughout the compliance period, and through the disposition/exit stage of the New Market Tax Credit investments.
- The Asset Analyst will focus on NMTC projects for Baker Tilly clients to deliver required reviews, comments, and work product related to pre-closing and post-closing financial models and reviews of construction budgets/draws.
- He/she will be responsible for all aspects of compliance reporting for client portfolio, verification and accuracy, and analysis of additional community impact reporting.
- The Asset Analyst will assess project and partnership risk factors in compliance with Section 45 provisions, allocation agreement requirements, and operating agreement conditions.
- This person will establish strong working relationships with investors, lenders, and financial partners and will assist with the preparation and modification of annual community impact questionnaires.
- Focus on assigned NMTC projects for Baker Tilly clients delivering required reviews, comments and work product (pre and post-closing financial models/analysis – work with borrowers to discuss ongoing reporting compliance address borrower financial strength, understand and document community impacts, construction draw reviews, etc.).
- Once project data is reviewed, designate appropriate risk ratings and preparation of periodic internal reports for management/clients.
- Assist with mitigating risk.
- Responsible for all aspects of compliance reporting for client portfolio including the organization, collection, verification and accuracy of compliance data on an annual basis, as well as the collection and analysis of additional annual community impact reporting and borrower certifications.
- Continually assess project and partnership risk factors as they pertain to compliance with Section 45 (NMTC) provisions, allocation agreement requirements and operating agreement conditions.
- Monitor loan defaults and that there are no mechanic liens or other non-permitted encumbrances on the project.
- Along with fellow team members, and other intermediaries, establish strong, productive working relationships with investors, lenders, project developers, and other financial partners.
- Cultivate relationships conducive to information sharing and problem solving.
- Provide exemplary customer service.
- Employ customer retention strategies to seek ways to extend Baker Tilly’s services beyond the current transaction.
- Alongside the production team, assist with the preparation and modification of annual community impact questionnaires.
- Send, collect and review completed questionnaires for completeness and reasonableness.
- Maintain database information integrity as it relates to compliance data, financial reporting, construction updates, and project information.
Requirements
- Bachelor’s degree in real estate finance, economics, business, accounting or a related field is required.
- Two years of experience in asset/portfolio management or real estate finance is preferred.
- Strong aptitude with information technology with proficient skills in word-processing, spreadsheet and presentation software and the ability to adapt to new technology is required.
- Strong financial analysis skills with the ability to recognize financial issues through review of borrower financial statements
- Ability to establish and maintain effective working relationships with supervisors, co-workers, and outside business professionals
- Self-starter who exhibits the drive and resourcefulness to work independently and with team members toward common Company goals - show confidence in functional skills and an ability to apply those skills in a multi-task cross-functional team setting
- Ability to work in an evolving, team oriented environment, and accept new challenges as assigned
- Must exhibit excellent communication skills (verbal and written)
Benefits
- Equal opportunity/affirmative action employer
Job title
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Degree requirement
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