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Novogradac & Company LLP
Alpharetta, Georgia, United States • Hybrid
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Prepare financial forecasts for tax credit subsidized transactions and evaluate financial data from client documents. Consult with clients to optimize ownership structures and participate in project finance calls for federal tax credits.
Requires a bachelor's degree in accounting, finance, or economics with at least 2 years of relevant experience. Strong proficiency in Microsoft Excel and an interest in community development finance are essential.
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
At Novogradac, we value individuals who bring unique perspectives and bold ideas. If you’re eager to contribute to an inclusive, innovative environment where your personal and professional growth is encouraged and supported, we invite you to explore this exciting opportunity with us.
Under close supervision, this Financial Forecasting Accountant role, which specializes in financial forecasting and mixed-finance transaction structuring, will complete a variety of assignments as designated by the Supervisor or Manager. Some positions at Novogradac may be open to remote or hybrid work arrangements depending on business needs. Please discuss available options with your recruiter.
Complete assignments, including the preparation of financial forecasts for tax credit subsidized transactions as directed by the Manager
Evaluate and extract financial and non-financial data from information provided by clients, including letters of intent, audited financial statements, tax returns, partnership agreements, loan agreements and other documents
Consult with clients on ways to optimize tax credit equity investments by evaluating different ownership structures, federal and state subsidies, as well as debt and equity financing options
Participate in conference calls with clients and project finance team members to discuss issues involved with structuring investments that qualify for federal tax credits from federal opportunity zones, renewable energy, historic rehabilitation and/or new markets tax credits
Document and reference assumptions used in the financial forecasts
Prepare summarized financial data reports
Identify and communicate potential problem areas during engagements
Assist with accounting, audit and tax engagements with respect to year-end financial statement audits and tax returns as well as cost certifications and cost segregation studies
Other duties and projects as assigned
Bachelor’s degree, preferably in accounting, finance or economics, and 2+ years of appropriate experience. Ability to sit for the CPA exam or passed sections of the CPA exam is a plus.
Exhibit interest in developing a better knowledge of community development finance and other tax credit subsidized investments
Excellent verbal and written communication skills
Perform work accurately and in a time-efficient manner with strong attention to detail
Strong organizational and follow-through skills, ability to coordinate complex activities and prioritize conflicting demands and deadlines
Ability to accept constructive feedback and make adjustments as directed
Ability to work collaboratively and foster a productive, team-oriented environment
Strong computer skills, including solid skill in the Microsoft Office suite (particularly Excel) and report writing tools, and ability to learn new programs quickly
Maintain a professional demeanor with coworkers and clients
Adhere to internal Firm deadlines (time entry)
Ability to contribute ideas and add value to designated team
Knowledge of partnership accounting/taxation, real estate and lending terminology and other related concepts is a plus
Ability to sit for the CPA exam or having passed sections of the CPA exam is a plus
Available to work evenings and weekends based on position needs and to travel domestically if required
Experience with any of the following is helpful but not mandatory: Affordable Housing, Low Income Housing Tax Credits (LIHTC), Opportunity Zones (OZ), Renewable Energy Tax Credits (RETC), Historical Tax Credits (HTC), Housing and Urban Development (HUD), New Markets Tax Credits (NMTC), Real Estate, Developers, Partnerships, Housing Authority (HA), Public Housing Authority, Community Development Financial Institutions (CDFI), Community Development Entity Certification Applications (CDE), Property Compliance, Nonprofit, Single Audit, Uniform Guidance, A-133, Forecasting, Cost Segregation, Year 15 Exit, Tax-exempt bond and HOME programs.
Novogradac is committed to fostering a welcoming workplace where all employees feel valued and empowered to grow. We believe in offering a supportive, balanced work environment that encourages professional growth and work-life integration.
Increased number of paid holidays per year
Competitive salaries with continuous review of market conditions
Flexible working hours and work arrangements
Remote and hybrid opportunities
Inclusive workplace, providing strong professional growth and development opportunities.
Strong growth opportunities
Competitive benefits package
401(k) package with firm profit-sharing
Discretionary annual bonuses for eligible positions & CPA bonus plan
Strong emphasis on quality work-life integration
Dress for your day policy
Resources of a national firm
Opportunities to engage with our active Employee Resource Groups (ERGs), affinity groups, and advance your career within a supportive, inclusive environment
Compensation: $65,000 to $70,000 depending on experience. More is possible if experience dictates.
After reviewing this job posting, are you hesitating to apply because you don’t meet all the listed requirements? At Novogradac, we are dedicated to building a workplace supported by unique perspectives and experiences, so if you’re excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we still encourage you to apply.
You may still be the right candidate for this or one of our other roles.
We’re Novogradac, a national certified public accounting and consulting firm headquartered in San Francisco. Founded in 1989, the allied group of Novogradac companies has grown to more than 900 employees and partners with more than 25 offices throughout the country.
Novogradac is one of the nation’s top 40 certified public accounting and consulting firms and is a recognized leader in real estate and community development. Novogradac provides publicly and privately held national enterprises with a full spectrum of audit, tax, valuation, expert witness and litigation support, property compliance and general consulting services and works extensively in the affordable housing, community development, historic preservation and renewable energy fields.
To be considered for this position, interested candidates MUST apply via our company website: https://www.novoco.com/careers
Novogradac is committed to ensuring a fair and inclusive recruitment process, making reasonable accommodations to individuals with disabilities or special needs throughout the application process. We encourage applicants from all backgrounds, identities, and experiences to apply, as we believe that unique perspectives strengthen our ability to achieve excellence.
At Novogradac, we offer a variety of Employee Resource Groups and Affinity Groups to provide all employees with opportunities to connect, collaborate, and support one another in the workplace.
Novogradac & Company LLP offers a progressive work environment, competitive pay and an excellent benefits package including medical, dental, vision, paid time off, life/disability insurance, commuter flex accounts and a 401(k).
Novogradac and Company LLP is an equal opportunity employer. Novogradac’s culture is centered on education, acceptance, innovation and opportunity. We value diversity and respect the different perspectives that each of our employees bring to Novogradac no matter their age, race, religion, gender identity or sexual orientation. We are committed to creating an equitable and inclusive workplace for our entire workforce.
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