Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Responsibilities Responsibilities The Senior Underwriter position within Baker Tilly Capital, LLC's Development Community Advisory - Capital Formation ("DCA") team offers a great opportunity to be part of a growing team within our FINRA Broker-Dealer and be a valued business advisor delivering industry-focused financial services to energy and infrastructure clients. Baker Tilly Capital is a Boutique Investment Bank that specializes in Tax Credits, Mergers & Acquisitions, capital sourcing, project finance, and corporate advisory. Baker Tilly has financed over 1,000 tax credit transactions and over $20 Billion in tax credits (e.g. 45Q, New Markets Tax Credit, Affordable Housing, Historic Tax Credits and Opportunity Zones) We have closed transactions with nearly all of the top 20 largest U.S. banks, along with many regional and community banks, and numerous Fortune 500 corporations. We are looking to leverage this experience and investor base in clean energy. The Energy Team, focused on the Inflation Reduction Act, is currently forty-five strong. As companies and their employees navigate the tremendous energy transition underway from traditional energy toward clean energy and decarbonization, you will help them develop and finance key energy infrastructure projects. You will work side-by-side with practice area leadership to serve clients who are developing and financing the energy infrastructure of the future, while playing a direct role in building the business within Baker Tilly and having direct firm's success. As one of the fastest growing financial services firms in the nation, with 61 offices across the country, Baker Tilly has the ability to offer you upward career trajectory, flexibility in how and where you get your work done, and meaning ul relationships with clients, teammates, and leadership who truly care about you and your development. What You Will Do

• Immerse in the field of Energy, learning about the companies, technologies, and systems that deliver energy resources. Baker Tilly Capital works with clients across energy sources, from clean energy sources like solar, wind, biomass, renewable natural gas, advanced biofuels to oil & gas related infrastructure.
• Customize detailed financial models for deal specific structuring elements and circumstances - this can include a wide range of technologies and incorporating multiple tax credit programs, government incentives, and non-traditional financing programs.
• Assist in securing financing and equity sources for transactions, and negotiating financing agreement from these sources.
• Assist with acquisition, preservation, disposition and recapitalization strategies for owners of energy asset portfolios.
• Assist with various aspects of transactions involving federal tax including preparing the relevant application materials and structuring monetization of the credits to help clients maximize value.
• Provide support in developing presentations, responding to requests for proposals, pitch books, and creating proposals for the team.
• Research industry topics and technical issues, compile data, and present findings.
• Assist in energy and infrastructure focused analysis for thought leadership pieces.

Qualifications Successful candidates will meet the following requirements:

- - Bachelor's degree in finance, accounting, economics, engineering or energy-related field required. MBA is a plus. - Experience with modeling partnership allocations (within renewable energy preferred) and/or underwriting bank debt, energy project finance, and funding sources including the Production Tax Credit and Investment Tax Credit, Renewable Energy Certificates (RECs), and the Low Carbon Fuel Standard (LCFS) required. - Understanding of structured finance concepts, distributed energy project financials and operating performance metrics. - Demonstrated analytical, problem solving, and project management skills. - Strong organizational, interpersonal, and communication skills. - A sense of urgency and a commitment to timely completion of projects - Attention to detail alongside a commitment to quality and confidentiality - Highly developed skills in Microsoft Office Suite (Word, Excel, and PowerPoint) required. - Ability to provide exceptional client service and demonstrate commitment to continuous learning in order to stay current on the Energy industry and applicable finance strategies. - Ability to work extended hours as needed, and the ability to travel including overnight as necessary - Eligibility to work in the U.S. without sponsorship.

Additional Information For California, Colorado, New York and Washington: The compensation range for this role is $86,660 to $187,790. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. #LI-OR1