Managing Director, Tax Investor Coverage
Confidential
Managing Director, Tax Investor Coverage
About the Company
Innovative capital markets technology (FinTech) company
Industry
Information Technology and Services
Type
Privately Held, VC-backed
Founded
2023
Employees
51-200
Funding
$26-$50 million
Specialties
- investments
- advisory
- tax equity
- transferable tax credits
- debt
- energy
- and manufacturing
About the Role
The Company is seeking a Managing Director for Tax Investor Coverage to join their dynamic team. The successful candidate will be responsible for developing and managing long-term client relationships with tax and finance leaders at large corporations, particularly those involved in tax credit investing. This role is pivotal in shaping and influencing the company's tax credit buyer strategy, and the ideal candidate will be a trusted expert in the market, capable of building new relationships and serving as a strategic advisor. The role also involves managing a team of junior professionals, contributing to the development of new offerings, and ensuring that clients receive maximum benefit from the company's technology platform. A strong background in tax, accounting, legal practice, or tax-advantaged investing, with a proven track record of client relationship management, is essential. Applicants for the Managing Director position should have at least 14 years' of experience in a relevant field and be comfortable with a high level of autonomy and flexibility in a rapid-growth environment. The role requires a candidate with unrivaled relationship-building skills, a strong collaborative and team-oriented approach, and the ability to mentor and develop junior team members. The ideal candidate will be excited about the prospect of working in a remote-first, high-growth, and high-ownership culture, and should be willing to travel as needed. A background in renewable tax credits and a willingness to obtain the necessary FINRA licenses under the company's sponsorship are also key requirements. The company values a team that is diverse in experience and is committed to supporting each other in their growth and work.
Hiring Manager Title
Head of Tax Investor Coverage
Functions
- Business Development
- Sales/Revenue
$229.24k
...shape your own future. KPMG is currently seeking a Managing Director to join our Business Tax Services practice.Responsibilities:Play a key role in... ...includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust...TaxPrivate practiceLocal area$198k - $357k
...and build a career, KPMG provides audit, tax and advisory services for organizations... ...KPMG is currently seeking an Associate Managing Director, ECC Contracts (Federal) to join our... ...variety of medical and dental plans, vision coverage, disability and life insurance, 401(k)...TaxContract workH1bWork at officeLocal area- ...and build a career, KPMG provides audit, tax and advisory services for organizations... ...KPMG is currently seeking an Associate Managing Director, Federal Services - GovCloud Technology... ...of medical and dental plans, vision coverage, disability and life insurance, 401(k)...TaxH1bLocal area
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$77.33k - $157.67k
...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...return preparation using Property Tax Management Services (PTMS)Review assessment notices... ...variety of medical and dental plans, vision coverage, disability and life insurance, 401(k)...TaxWork experience placementLocal area$20 per hour
...Description Job Description Job Title: Investor Onboarding Associate Industry:... ...review Provide occasional front desk coverage and general administrative support as needed... ...~ Familiarity with CRM or document management systems preferred ~ Strong attention to...Hourly payContract workCasual workWork at officeLocal areaMonday to Friday$155k - $410k
...services related to human resources, talent management, and organisational development. They... ...technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of... ...atmosphere of trust and innovation. As a Director, you will demonstrate thought leadership...TaxFull timeTemporary workH1b- ...and more exclusive features. The Executive Director Search Committee of the Mosaic Family... ...services for survivors. The ED leads the Management Team and acts as Mosaic’s primary representative... ...annual budgets and maintain audit and tax compliance. E. Human Resources Management...TaxTemporary workLocal area
- ...leadership and the Board of Directors, and provide strategic legal... ...Partner closely with Accounting, Tax, Investor Relations, and the People... ...secretarial functions and manage board and stockholder meeting... ...medical and financial coverage, with programs designed to support...TaxFull timeTemporary workWorldwideFlexible hours
- ...including employment housing public benefits tax preparation and referral services for healthcare... ...targets. The Chief of Staff will also serve as a proxy manager and coach for regional Executive Directors, ensuring local impact aligns with national metrics...TaxLocal area
- ...energetic team looking for an Overstaff Branch Manager to guide customers on their financial... ...You’ll Do Provide onsite management coverage and operational leadership across... ...the right loan products to assisting with tax services. Drive branch growth by promoting...TaxWork at officeLocal areaShift workWeekend workAfternoon shift
- ...the organization's fundraising strategy, with a focus on securing tax-deductible charitable support for educational and leadership... ...degree is required, and a Master's degree is preferred. Hiring Manager Title Chief Executive Officer (CEO) Functions Business Development...Tax
- ...responsible for ensuring compliance with all federal and international tax laws and will work closely with the Treasury and FP&A teams to... .... Experience in implementing a new ERP system and change management is essential, with a preference for those who have also led a...Tax
- ...with other finance functions such as actuarial, FP&A, treasury, tax, and investments, and a deep understanding of how accounting integrates... ...governance experience are valuable assets for this position. Hiring Manager Title CFO Functions ~ Finance ConfidentialTax
- ...outside counsel. Around that core, you'll run the EOS cadence, manage the PEO and IT vendor relationships, and support leadership and... ...office demands. Most weeks move at a deliberate pace. Some — tax season, a transaction, an entity change — will ask a lot more of...TaxFull timeContract workWork at officeRelocationShift work
$1,698 per week
...guaranteed salary or promise of payment, and does not include taxes, insurance, or other deductions that may occur. Subject to all... ...office visit isn’t feasible. Voluntary Term Life and Dependent Life coverage. Voluntary Term Life and Dependent Life coverage as well as In...TaxHourly payFull timeContract workWork at officeImmediate startShift work- ...Vice President, Investor Relations & Treasury About the Company A leading global, publicly traded technology company providing... ...also involves directing all treasury functions, such as cash management, capital structure optimization, and risk management, and ensuring...
$153k - $297k
...career, KPMG provides audit, tax and advisory services for organizations... ...seeking an Associate Director, Third-Party Risk to join our... ...-wide Third-Party Risk Management Framework, operating model, standards... ...and dental plans, vision coverage, disability and life insurance...TaxContract workFor subcontractorH1bLocal area- CLA is seeking a Tax Principal or Signing Director to join our San Antonio Private Industry Tax Team focusing on S-Corps, Partnerships and Individuals... ...tax, and a proven ability to develop relationships, manage engagements, and drive growth within the firm's tax practice...Tax
- ...business development, client relationship management, or a role requiring strong interpersonal... ...disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life... ...Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings...TaxTemporary workFlexible hours
$1,944 - $2,173 per week
...day one of your assignment. Want to take time off? Keep insurance coverage for up to 24 days between assignments. A generous 401(k)... ...when applicable. Pay listed above includes taxable wages and tax-free expense reimbursements. Aya is an Equal Employment Opportunity...TaxWeekly payDaily paidPermanent employmentFull timeContract workLocal areaImmediate startRelocationShift work- ...Managing Director, Transaction Advisory Services About the Company Globally recognized organization offering transaction advisory and... ...-side engagements, capital raising, and financial sponsor coverage. This role requires a dynamic individual who can leverage extensive...
$1,064 - $1,299 per week
...day one of your assignment. Want to take time off? Keep insurance coverage for up to 24 days between assignments. A generous 401(k)... ...when applicable. Pay listed above includes taxable wages and tax-free expense reimbursements. Aya is an Equal Employment Opportunity...TaxWeekly payDaily paidPermanent employmentFull timeContract workLocal areaImmediate startRelocationShift work$2,065 - $2,294 per week
...day one of your assignment. Want to take time off? Keep insurance coverage for up to 24 days between assignments. A generous 401(k)... ...when applicable. Pay listed above includes taxable wages and tax-free expense reimbursements. Aya is an Equal Employment Opportunity...TaxWeekly payDaily paidPermanent employmentFull timeContract workLocal areaImmediate startRelocationShift work- ...responsible for monthly journal entries, balance sheet reconciliations, bank reconciliations, account analysis, preparation of sales and use taxes, business personal tax reporting, and business license renewals. This position reports to the Assistant Controller....TaxWork at officeNight shift
$185k - $225k
...Job Description Job Description Tax Principal / Senior Tax Manager – Ultra High Net Worth (UHNW) Fort Worth, TX | Hybrid Schedule (2 Days In... ...performance bonuses ~ Competitive Medical, Dental & Vision coverage ~401(k) with company match ~ Generous PTO and paid...TaxRemote jobFor contractorsPrivate practiceWork at officeImmediate start$50 per hour
...tailor the approach for engagements with domestic, international, investor and community audiences.This experienced communicator must have... ...successfully engaging with national reporters, securing coverage and shaping stories in national or international outlets.Desired...Full timeTemporary workWork experience placementCasual workFlexible hours$5,000 - $7,000 per week
...of Equipment Value for Physical Damage •$34/month for Bob Tail Coverage •$122/month for Occupational Injury •Can acquire Your Own... .../Year for Permits, unless doing FL/CA •$550 Heavy Vehicle Use Tax Fuel Card and Fuel Tax •Fuel Card Provided, Purchases Deducted...TaxWeekly payFor contractors- ...physicians) Texas is a tort reform state and has no state income tax Texas Health Physicians Group includes over 1,000 physicians,... ...system with the opportunity to provide unparalleled healthcare coverage to North Texans. Patients benefit from improved safety, better...TaxFull timeImmediate startVisa sponsorship
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