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Sugar Creek Capital

Investor Reporting Coordinator

Sugar Creek Capital is a specialty finance firm and the national leader in state tax credit investments. Our guaranteed state tax credit funds provide corporations, insurance companies, and individuals with effective, reliable tax planning and investment opportunities. Through these state tax credit programs, our team works to bring maximum value and financial strength to housing partnerships that benefit working families, fixed-income seniors, and veterans. We work closely with corporate tax and investment departments, CPA and wealth management firms, developers, and federal syndicators across the country to structure valuable transactions while navigating complex state tax law and regulatory requirements. Since 2004, we have closed over $1 Billion in Tax Credits across the country. With decades of experience in the development, syndication, construction and management of diverse residential properties, we bring expertise and financial strength to our partners.

Position Overview:
This position will be responsible for supporting the Director of Investor reporting on state level tax filings, investor deliverables, investor reporting, and fund management.

  • Support monthly, quarterly, and annual investor relations reporting.

  • Prepare and review annual state level filings related to credit allocations provided by the Director of Investor Reporting.

  • Prepare and Review investor allocation schedules for accurate and complete information.

  • Simultaneously work across multiple states and advance investor materials and deliverables.

  • Support fund administration on 200M+ housing credits in collaboration with Director of Investor Reporting.

  • Collaborate with accounting, asset management, and acquisitions teams to prepare and deliver accurate reporting for Investor Relations Team.

  • Draft funding notices and track capital calls related to sales agreements.

  • Monitor IR files to ensure they meet quality standards and final data for allocation.

  • Responsible for monitoring and maintaining investor data accurately in the investor database.

  • Review middle tier tax returns and state level filings prepared by in-house accountants.

  • Assist Director of Inv. Reporting with amended tax filings across portfolio for mid and upper levels.

Qualifications: 

  • Bachelor’s degree in accounting, Business Administration, or related areas.

  • 1-3 years of related experience in tax, investor reporting, or accounting

  • Requires knowledge of Microsoft Office Suite, and proficiency in Excel and Word

  • Detail oriented.

  • Excellent verbal and written communication skills

  • Experience with Salesforce is a plus.

  • Excellent organizational skills with the ability to balance several projects at one time.

  • Understanding of the Low-Income Housing Tax Credit Program/Affordable Housing industry is a plus.

Location: Atlanta, GA

Send Resume to: Kcota@sugarcreekcapital.com or Amcdermott@sugarcreekcaptial.com