Director, Tax Credit Investments
Ben Zachariah

Ben Zachariah serves as Director, Tax Credit Investments for Monarch Private Capital. In this role, he is responsible for identifying, underwriting, and closing tax credit transactions with corporate taxpayers, financial institutions such as banks and insurance companies, family offices and their high-net-worth clients, and taxable entities with significant tax exposure. He works to foster and maintain these relationships to help taxpayers optimize their tax liability through tax credits on a long-term strategic basis.

Prior to joining Monarch, Ben worked as a senior tax consultant with Deloitte Tax LLP in their real estate tax practice, focusing on tax compliance and consulting services for large multinational & publicly traded Real Estate Investment Trusts as well as private equity groups. Such services included partnership and corporate tax return services, tax due diligence on real estate transactions, and offering a tax-technical focus in Real Estate Investment Trusts. In addition to his partnership tax background, Zachariah also brings a passion for the industry and serving its clients.

Ben earned a BS in accounting and finance as well as a Masters in Accounting from Indiana University, Bloomington and is a licensed CPA in the state of Georgia. Ben holds his Series 7 and Series 63 and is a registered representative under FINRA. Ben is a member of the Georgia Society of CPAs and a member of the AICPA. Ben enjoys traveling and exploring new places, people and cultures with his wife and has a passion for skiing, cooking and basketball.

Education & Professional Associations

  • BS in Accounting and Finance & MAcc, Indiana University Bloomington
  • Licensed Certified Public Accountant (CPA), Georgia
  • Georgia Society of CPAs
  • American Institute of Certified Public Accountants (AICPA)
Expertise:
Credit Placement
Film Tax Credits
Historic Tax Credits
Low Income Housing Tax Credits
Renewable Energy Tax Credits
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Contact us for more information about impact investing, federal and state tax credits.