Job Description
Founded in 2005, Mickelson & Company is a tax-motivated capital advisory firm with a team of 15 professionals based in Sioux Falls, SD. We specialize in the monetization of federal and state tax credits for the railroad and renewable energy industries. We are experiencing exciting growth opportunities and would like to expand our staff of professionals. Please send your resume to Amy Uttecht, Director of Administration at careers@mickco.com.
Position: Closing Specialist – Associate Level
Location: Sioux Falls, South Dakota
Responsibilities:
Coordinate closing of financial transactions (tax credit assignments)
Ensure the timely completion of the required documentation package
Coordinate communication between clients and counter-parties and their advisers
Set up shared due diligence site and gather documents from relevant parties
Draft documents as required based upon form templates
Be technically proficient in legal and diligence matters, including tax requirements
Read contracts and develop list of outstanding items
Create progress reports on diligence status
Other duties as assigned
Required skills:
Bachelor's degree
Minimum of 5 years relevant experience, preferably in such fields as lawyer, loan processor, real estate closing specialist, paralegal, other financial transactions
Proficiency in software (e.g. Word, Excel, Adobe, DocuSign, Salesforce)
Read and understand legal documents, statutes, administrative rules
Excellent communication skills, both written and verbal
Work effectively in a team-oriented environment
Strong organizational and detail-oriented skills
Pleasant persistence and tenacity
Reports to: