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- ...seeking an Analyst to join its Investor Reporting team located in Fort... ...for investment funds managed by the firm. The Analyst will... ...Liaise and collaborate with Client Coverage, Client Accounting, Trading, Legal... ...vision, life and disability) Tax-efficient vehicles to cover out...TaxLocal areaRemote workMonday to Friday
- ...travel worldwide.We are seeking a Director of Global Compensation &... ...translate global regulatory, tax, and legal requirements into... ...a dedicated leadership role managing global compensation programs,... ...beyond medical and financial coverage, with programs designed to support...TaxFull timeWorldwideFlexible hoursShift work
- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director for...Suggested
$97.85k - $227.24k
...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...as a firm.KPMG is currently seeking a Manager to join our State and Local Tax (SALT) practice... ...of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans...TaxLocal area$155k - $410k
...and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct,... ...own end-to-end sales pursuits for IT infrastructure managed services, driving growth and innovation. As a Director you will build and execute a strategic sales plan,...TaxFull timeTemporary workH1b$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...TaxFor contractorsPrivate practiceWork at officeImmediate startRemote work$181.5k - $246.8k
...private clients implement and manage custom investment portfolios... ...Description Summary The Client Director, Texas Region will serve as a... ...to thoughtful market coverage plans and help drive sustainable... ...nonprofit, and institutional investors. Strong understanding of investment...Work at officeLocal areaWorldwide$108.06k
...Professional: Central Office/Executive Director Date Posted: 5/19/2026 Location:... ...May 2026 Primary Purpose: Direct and manage the business operations of the district including... ...accounting, payroll, purchasing, and tax collection. Supervise and perform general...TaxWork experience placementWork at office- ...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
- ...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
- ...Seeing unassigned patients and private call coverage • Covering the OB floor • ER consults... ...Fertility Benefits ~ Livongo Diabetes Management ~ Teladoc Health and Second Opinion... ...~ Short & Long Term Disability ~ Pre-Tax Health Savings Accounts (HSA) ~ Employee...TaxFull timeTemporary workPart timeCasual workWork at officeRelocationRelocation packageFlexible hoursShift work
$36k - $45k
## Overstaff Branch Manager IApplylocations: Fort WorthC, TX, United Statestime type: Full... ...You’ll Do*** Provide **onsite management coverage** and operational leadership across multiple... ...right loan products to assisting with tax services.* Drive branch growth by promoting...TaxWork at officeLocal areaShift workWeekend workAfternoon shift- ...Managing Director, Transaction Advisory Services About the Company Globally recognized organization providing transaction advisory... ...sell-side engagements, capital raising, and financial sponsor coverage. This role requires a dynamic individual with a minimum of 1...
- ...Advisors L.P. in Fort Worth, TX is seeking an Analyst to join its Investor Reporting team. The role analyzes large volumes of financial... ...risk and performance reporting. You will collaborate with Client Coverage, Client Accounting, Trading, Legal and Compliance to respond to...
- ...more exclusive features. The Executive Director Search Committee of the Mosaic Family Services... ...services for survivors. The ED leads the Management Team and acts as Mosaic’s primary... ...prepare annual budgets and maintain audit and tax compliance. E. Human Resources...TaxTemporary workLocal area
$160k - $180k
...Addison Group Company, is a leading management consulting firm that helps companies... ...private equity firms, legal advisors, tax advisors, and investors Help companies execute growth strategies... ..., short- and long-term disability coverage options ~ Mental and emotional...TaxTemporary workInterim roleLocal areaRemote work- Hillwood Development Company LLC in Fort Worth, TX, seeks a Property Tax Analyst to join a dedicated team that manages real estate and business personal property taxes. You will assist with tax compliance, valuation analyses, reporting, and data management for roughly 3...Tax
- ...originating, developing, and managing commercial real estate lending... ...for professional real estate investors, developers, and investment... ...valuation. Ability to analyze tax returns, financial statements... ...Medical, Dental, and Vision Coverage. 401(k) with Company Match....TaxImmediate start
$1,928 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- ...account attribute modifications Support and manage complex account structures, including... ...control persons, authorized parties, and tax documentation (W9/W8) Partner closely with... ...plan (401(k) with company match) Insurance coverage including basic life, medical, dental,...TaxTemporary work
- ...service real estate developer, investor and advisor, focused on... ...Hillwood is seeking a Property Tax Analyst to join its Property Tax... ...Worth, Texas. Reporting to the Director of Ad Valorem Tax, this individual... ...property assets owned and/or managed by Hillwood companies.As part...TaxFull timeWork at office
$117.06k - $153.66k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage... ..., has an incredible career opportunity for a Sales/Use Tax Manager-to join our growing State & Local Tax (SALT) practice in Texas!Our...TaxFull timeLocal areaWorldwide- ...company's capital structure and the owners' tax positions (e.g., redemptions, dividend... ...connect with their recruiter and hiring manager to understand workplace expectations and... ...employees include: medical/prescription drug coverage (with a Health Savings Account feature),...TaxFull timeTemporary workPart timeWork experience placementWork at office
- ...hop on board!Why you'll love this jobThis job is a member of the Investor Relations Team within the Finance Division.Responsible for... ...presentationsOversees creation of annual reportCoordinates and manages annual shareholder meetingCommunicates Wall Street perceptions...Flexible hours
- CLA is a top 10 national professional services firm seeking a Tax Principal or Signing Director to join our San Antonio, TX Private Industry Tax Team, focusing on S-Corps, Partnerships and Individuals. The Principal/Signing Director will provide high-level client advisory...Tax
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- Director at Coda Search | Full-Desk Finance Recruiter Our client is a leading Private Equity firm looking to add a talented Investor Relations Specialist to their growing Marketing team. This role... ...Equity Principals, Investment Management, and Financial Services #J-188...Full time
$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$1,374 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 officeRemote workShift workWeekend work
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