Tax Credit Closing Manager

Overview

The organization is seeking a Tax Credit Closing Manager to coordinate documentation, communication, and closing processes for LIHTC investments. This role ensures collaboration across multiple stakeholders to support efficient and accurate transaction execution in a dynamic environment.

Responsibilities

• Manage documentation tracking for LIHTC investment closings, ensuring required materials are accurately maintained.
• Coordinate with outside counsel and deal teams to identify and deliver necessary due diligence to investors during the underwriting process.
• Oversee deal closing and investor due diligence checklists, distributing updates to internal and external participants throughout the process.
• Prepare and distribute template due diligence documents for completion by relevant project parties, and track their timely return.
• Lead communication with Investor Relations to provide status updates on investor closing checklist items and ensure timely completion.
• Monitor critical dates and transaction calendars to align with investor approval timing requirements.
• Facilitate the formation of legal investment entities and ensure compliance with necessary procedures.
• Participate in internal and external closing calls to stay informed of critical deal updates or material changes.
• Deliver investment packages to investors within required timelines prior to closing.
• Coordinate with third-party vendors to order and track required background searches and insurance approvals, ensuring deliverables meet applicable guidelines and closing requirements.
• Coordinate with outside counsel and the internal Finance team to facilitate timely and accurate closing wire transfers in accordance with transaction requirements; track and follow up on post-closing documentation to resolve outstanding items.
• Other duties as assigned.

Preferred Qualifications

• Strong analytical, organizational, and data management skills; ability to prioritize and manage multiple tasks effectively.
• Proven ability to work independently with minimal supervision and also collaborate effectively as part of a team.
• Knowledge of the LIHTC program and documentation, with recent experience supporting real estate transaction closings.
• Demonstrated ability to understand and address the needs of diverse client groups, including developers, investors, lenders, and internal stakeholders.
• Previous Paralegal experience.
• 5-7 years of experience in a similar position.
• Bachelor’s degree or equivalent.

Compensation & Benefits

• Monthly paid volunteer hours and donation matching
• Employee Resource Groups
• Fertility and family planning services
• Up to 12-weeks of fully paid parental leave
• Mental health care, including free counseling sessions
• Tuition reimbursement
• Pet insurance discounts
• Additional benefits

Equal Opportunity

The employer is an equal opportunity employer and is committed to inclusion and reasonable accommodations in accordance with applicable law.