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Real Estate Transaction Manager
Real Estate Transaction Manager-April 2024
Milwaukee
Apr 30, 2025
About Real Estate Transaction Manager

  Overview

  Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion.

  Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

  Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

  Any unsolicited resumes submitted through our website or to Baker Tilly US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (\"search firm\") for Baker Tilly US, LLP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

  Responsibilities

  We are seeking a Real Estate Transaction Manager to join our Transactions group on the Development & Community Advisory team.

  Responsibilities:

  Structuring tax credit incentivized transactions, financial modeling, assistance securing financing sources, and negotiation with funding sources (equity and debt) surrounding the appropriate underwriting requirements.Manage relationships with various stakeholders, including clients, staff and various entities involved in the transactionsConsulting on acquisition, preservation, disposition and recapitalization strategies for real estate portfolios.Assist in writing, editing and organization of work product, including client reports and funding applicationsTraining, mentoring and supervising staffResearching, compiling data, and presenting findingsPreparing written and visual presentations to deliver to clients and at industry eventsTaking ownership for the research of industry and technical issuesReviewing potential new business opportunities and provide support in developing presentations, pitch books and proposalsGeneral consulting to assist clients in achieving their objectivesPerforming other duties as assigned

  Qualifications

  Qualifications:

  Minimum of five (5) years of low-income housing and historic rehabilitation tax credit experience, which may include underwriting, modeling, structuring, consulting or other similar work required. Understanding of real estate financials and operating performanceDemonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel) requiredAbility to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the \"big picture\" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of dutiesWillingness to travel

  Additional Information

  For California, Colorado, New York and Washington: the compensation range for this role is $113,640 to $240,850. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

  #LI-OR1

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