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$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...TaxPart timePrivate practiceLocal area$115k - $135k
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- ...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...
$725 per month
...application costs, up to $725, less applicable taxes and withholding, for qualified associates... ...annual operating and capital budgets; manages community performance against goals; sets... ...or night work if needed to ensure shift coverage * On-Call on an as needed basis *...TaxHourly payFull timeTemporary workPart timeLocal areaFlexible hoursShift workNight shiftAfternoon shift$155k - $410k
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...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...processOversee and support the management of day-to-day services provided within our... ...variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans...TaxWork at officeLocal areaRelocationRelocation package$300k - $350k
...The Senior Vice President, Investor Relations and Capital Markets will partner with the... ...implementing capital markets and financial management strategies, corporate analysis, and... ...employees and their families with care and coverage designed to help you thrive. Our health...Full timeWork at office$167k - $285k
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...international travel experience, multi-agent coverage capabilities, and proven advance work... ...random drug testing as determined by management. ~ Working shifts that can include days... ...protective coverage during physically taxing activities including running, swimming,...TaxFull timeTemporary workWork at officeLocal areaRelocationFlexible hoursShift workNight shift- Standish Management, LLC in Los Angeles, CA is seeking an Investor Services Specialist to engage clients and investors, support onboarding, and collaborate with engagement... ...portal access, AML reporting, financial and tax support, and project manage deadlines while...Tax
$167k - $285k
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$55k - $65k
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$107.16k - $226.32k
...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 or Senior Manager, Global Executive & Private... ...of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans...TaxPrivate practiceLocal area$190k - $335k
...role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital, Private... ...process Effectively collaborates with Principals, Senior Managers, Managers, Tax Seniors, and Associates on completion of project...TaxWork at office- Job SummaryThe Managing Director, Risk Advisory Services will work under the direction of a Partner and is responsible for managing and delivering... ...clients, and create meaningful impact.BDO provides assurance, tax, and advisory services to clients across the U.S. and around...TaxContract workWork at office
$250k - $350k
Job Summary:The Tax Managing Director, Transaction Advisory Services is an essential team member that will team with the west region transaction advisory principals to grow the practice and will lead teams responsible for traditional large firm M&A tax consulting (deal...TaxWork at office- Job Summary:The Tax Managing Director is responsible for applying industry specific knowledge to advise clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different...TaxWork at officeLocal area
$97.85k - $227.24k
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$250k - $350k
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