Managing Director, Tax Investor Coverage
New
C
CruxClean Energy Finance
Work from anywhere in the US and CanadaFull-TimeDirector
Salary$500,000s - $700,000s, depending on years of exp. & revenue scope, not inclusive of equity value.
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Job Details
- Experience
- 14+ years
- Required Skills
- Relationship management
Requirements
- 14+ years of experience in tax, accounting, legal practice, and/or tax advantaged investing.
- Proven track record building and owning long-term client relationships with tax and finance teams at large corporations from scratch.
- Experience managing and developing junior team members.
- Confident in cold outreach, conference participation, and public speaking.
- Strong collaborative and team orientation.
- Unrivaled relationship building skills.
- FINRA SIE, Series 79 and 63 required or willingness to obtain under company sponsorship.
- Willingness to travel (approximately 25%).
Responsibilities
- Develop long-term client relationships with tax and finance leaders at the largest F250 tax credit buyers and tax equity investors.
- Build net new relationships through conferences, networking, outreach, and partnerships.
- Serve as a trusted advisor to help clients build their tax credit investing strategy.
- Manage and mentor a team of junior professionals, overseeing their development and workflow.
- Influence company tax credit buyer strategy, including segment prioritization and go-to-market approaches.
- Partner with external buyer advisors such as legal and tax to navigate complex transactions.
- Act as an internal subject matter expert on technical topics related to renewable tax credits.
- Partner with product and customer success teams to integrate platform technology for clients.
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