Senior Counsel - LIHTC - Aegon AM

Overview

A leading global investment firm is seeking a Senior Counsel to support its Low Income Housing Tax Credit (LIHTC) platform. The role involves working closely with Production (acquisitions), Fund Management, Asset Management, and Investor Relations teams. The ideal candidate will have experience as a practicing attorney with a strong understanding of LIHTC legal matters and some Commercial Mortgage Loan (CML) experience. This position operates with some supervision.

Responsibilities

• Review, comment on, and negotiate LIHTC documents including Letters of Intent, Limited Partnership Agreements, and Fund Agreements.
• Engage with outside tax counsel and review tax opinions.
• Oversee legal due diligence for individual transactions.
• Facilitate closings of upper and lower tier LIHTC transactions.
• Manage post-closing asset management matters requiring legal involvement.
• Structure new tax credit funds for syndication.
• Manage due diligence for admitting new transactions into funds.
• Respond to investor counsel questions and comments.
• Provide subject matter expertise in LIHTC equity, with knowledge of corporate law, tax law, commercial mortgage loan, and related real estate transactions.
• Monitor proposed and existing legislation affecting the organization and advise relevant departments.
• Prepare corporate resolutions and forms.
• Mitigate legal risks involving the organization.

Required Qualifications

• Juris Doctor (JD) degree.
• Admission to a state bar.
• Minimum of 4 years of legal experience.

Preferred Qualifications

• At least 4 years of LIHTC equity experience.
• Experience with real estate private equity and commercial mortgage loan transactions.
• Ability to deliver quality legal services in a fast-paced environment with minimal oversight.
• Strong project management skills including tracking, prioritization, status reporting, and follow-up.
• Sound business judgment combined with legal analysis.
• Effective team collaboration skills and ability to build long-term professional relationships.
• Ability to work independently and with a remote team.
• Occasional travel may be required.
• Strong written and oral communication skills.
• Proficiency in Microsoft Word and Excel.

Compensation & Benefits

• Salary range: $160,000 - $190,000 annually, depending on qualifications and operational needs.
• Eligibility for an annual bonus based on individual and company performance.
• Comprehensive benefits package including:
  • Pension plan
  • 401(k) match
  • Employee stock purchase plan
  • Tuition reimbursement
  • Disability insurance
  • Medical, dental, and vision insurance
  • Employee discounts
  • Career training and development opportunities

Health and Work/Life Balance Benefits

• Paid time off starting at 160 hours annually for first-year employees.
• Ten paid holidays per year, typically aligned with New York Stock Exchange holidays.
• Holistic wellness program including wellness coaching and reward incentives.
• Fifteen days of paid parental leave per calendar year for eligible employees with at least one year of service.
• Adoption assistance.
• Employee assistance program.
• College coach program.
• Back-up care program.
• Paid time off for volunteer hours.
• Employee matching gifts program.
• Employee resource groups.
• Inclusion and diversity programs.
• Employee recognition and referral bonus programs.

Location

This is a global organization with employees working across multiple locations in Europe, the Americas, and Asia. Specific work location details will be provided during the hiring process.