Apply on Employer Site

Novogradac & Company LLP · 4 months ago

Financial Forecasting Accountant

Dover, OH

Full-time

Hybrid

Entry Level

$65K/yr - $70K/yr

2+ years exp

Novogradac & Company LLP is a national certified public accounting and consulting firm that values unique perspectives and bold ideas. They are seeking a Financial Forecasting Accountant who will specialize in financial forecasting and mixed-finance transaction structuring, completing various assignments under supervision, and consulting with clients on optimizing tax credit equity investments.

AccountingConsultingFinanceFinancial Services

Responsibilities

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

Qualification

Financial forecastingPartnership accountingTax credit investmentsMicrosoft ExcelCost segregationProfessional demeanorCommunicationAttention to detailOrganizational skillsTeam collaboration

Required

Bachelor's degree, preferably in accounting, finance or economics

2+ years of appropriate experience

Ability to sit for the CPA exam or passed sections of the CPA exam

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

Preferred

Knowledge of partnership accounting/taxation, real estate and lending terminology and other related concepts

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

Available to work evenings and weekends based on position needs and to travel domestically if required

Benefits

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

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

Medical, dental, vision, paid time off, life/disability insurance, commuter flex accounts and a 401(k)