Manager or Senior Manager, Community Development Lending Practice

Company: Baker Tilly

Location: , All

Job Function: Financial Services


Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA 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 and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 38,000 professionals and a combined worldwide revenue of $4.3 billion. 


Looking for a unique opportunity to make a meaningful impact with your grant writing and management skills? Join our Community Development Lending Practice and support our Community Development Financial Institution (CDFI) and Community Development Entity (CDE) clients in their efforts to obtain grant funds and tax credits through a variety of Community Development Financial Institutions (CDFI Fund) programs. CDFIs and CDEs use these critical funding sources to make positive impacts to low-income communities nationwide.

You will work closely with practice leadership and play a key role in building a grant and application management function within a leading accounting and advisory firm. This position will serve our existing CDFI and CDE client base in an expanded fashion while acting as a catalyst to grow the practice. You will collaborate with subject-matter specialists on our community development team to write, review and edit grants and funding applications on behalf of clients. Key functions include understanding the nuances of multiple CDFI Fund programs, process implementation and management and clear written communication abilities.


  • Write, review and edit various applications for funding
    • Primary work to focus on Capital Magnet Fund (CMF) and New Markets Tax Credit (NMTC) applications through the CDFI Fund
    • Monitor other funding applications that are made available to CDFIs and CDEs (e.g., Equitable Recovery Program (ERP))
    • Create efficiencies to simplify writing when appropriate
  • Project manage application writing process
    • Collaborate with other team members and subject-matter specialists to coordinate, develop and incorporate technical application content
    • Coordinate larger team efforts around programs which clients apply for on an annual basis
    • Handle all writing assignments with care and confidentiality
  • Monitor grant or proposal opportunities and inform clients of future grant opportunities
    • Participate in strategic planning process around grant opportunities
    • Partner with internal managers to determine applicability of grants to existing client base
    • Maintain and update database of grant opportunities applicable to clients


  • Bachelor’s degree required
  • CDFI industry experience a plus
  • 3 to 5 years of writing/editing experience required; grant writing experience preferred
  • Excellent writing, analytical and organizational skills
  • Strong interpersonal skills and communication skills for internal (team) and external (client) communications
  • Ability to work in a dynamic and fast-paced environment
  • Strong work ethic and willingness to work extended periods as needed based on specific deadlines/application windows at certain times of the year
  • Interest in taking an opportunity from concept to significant growth/future buildout and playing a leadership role

Compensation and Benefits

For California, Colorado, New York and Washington: the compensation range for this role is $113,640 to $240,850. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

How to Apply

Manager or Senior Manager, Community Development Lending Practice in Multiple Locations | Baker Tilly US, LLP