Tax Credit Closing Manager

Be Part of the Next. Be Berkadia.

Berkadia is built on deep expertise, strong relationships, and a commitment to excellence across the commercial real estate industry. What sets us apart is our people. As a values-driven organization, we foster a culture where collaboration thrives, growth is encouraged, and employees are empowered to make an impact. Together, our people strengthen our business and help shape the future of Berkadia. Are you ready to be part of the next? Discover your next opportunity at Berkadia and apply today.

The Tax Credit Closing Manager plays a key role in coordinating documentation, communication, and closing processes for LIHTC investments. This position ensures seamless collaboration across multiple stakeholders to facilitate efficient and accurate transaction execution. The role requires strong organizational skills, attention to detail, and the ability to manage complex processes in a dynamic environment.

Responsibilities 

• Manage documentation tracking for LIHTC investment closings, ensuring all 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 all 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 all 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 ensure all outstanding items are resolved.

• Other duties as assigned.

Preferred Qualifications

• Strong analytical, organizational, and data management skills, with the ability to prioritize and manage multiple tasks effectively.

• Proven ability to work independently with minimal supervision while also collaborating 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.

#LI-HF1 #LI-REMOTE

We believe People Matter, so we offer benefits that go beyond:

• Monthly paid volunteer hours and donation matching to benefit our communities 
• Employee Resource Groups that help you grow with us
• Fertility and family planning services  
• Up to 12-weeks of fully paid parental leave   
• Mental health care, including free counseling sessions:  
• We'll help you fund your learning journey with generous tuition reimbursement 
• Pet insurance discounts 
• And more! 

Be Your Best Self. Be Berkadia. 

Berkadia, as an equal opportunity employer, celebrates our employees’ unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws.

In keeping with our commitment, Berkadia takes the necessary steps to provide a workplace free from harassment, discrimination, and unlawful retaliation, as well as access and reasonable accommodations for individuals with disabilities and sincerely held religious beliefs. If you require a reasonable accommodation to take part in the interview process, please contact [email protected]. 

You have rights under federal, state and local employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.