Are you experienced in U.S. LIHTC projects and cost certification?
Do you enjoy owning complex documentation workflows and coordinating across CPAs, attorneys, and asset management teams? We are looking for a detail-oriented LIHTC skilled to manage the 8609 conversion process for U.S.-based affordable housing developments — from placed-in-service through final allocation and IRS Form 8609 issuance. This is a high-impact, documentation-heavy coordination role working directly with U.S. development and investor teams.
You will manage the end-to-end 8609 conversion lifecycle for assigned properties. 1️⃣ 8609 Conversion Management
Own timelines from placed-in-service to executed IRS Form 8609
Maintain building-level 8609 trackers
Run recurring conversion check-ins with U.S. teams
Identify risks, delays, and document gaps early
2️⃣ Cost Certification Coordination (CPA-Led)
Coordinate with U.S. CPAs to compile cost certification packages
Review
Final sources & uses
Construction draws & lien waivers
Change orders & contingency reconciliation
Developer & contractor fee calculations
Eligible vs. ineligible basis breakdowns
Perform consistency and completeness checks before submission
3️⃣ Final Allocation & Agency Packages
Assemble and QC final allocation packages per state HFA requirements
Track and respond to agency deficiency notices
Coordinate resubmissions with CPA and legal teams
4️⃣ Building & Placed-in-Service Validation
Validate
BIN numbers
Placed-in-service dates
Unit mix & applicable fraction
Set-aside elections & credit period details
Coordinate with property management on lease-up and unit designations
5️⃣ Investor / Syndicator Coordination
Track capital milestones tied to 8609 issuance
Support investor reporting requirements
Assist legal counsel with conversion documentation
6️⃣ Document Control & Reporting
Maintain audit-ready digital files per building
Provide weekly pipeline & risk reports
Improve templates & checklists for faster conversions Required
2+ years experience in U.S. LIHTC, affordable housing, or cost certification support