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- ...complex talent engagements. The Practice Manager also owns the financial performance of the... ...your family. ~ Comprehensive Health Coverage : Choose from three PPO medical plans through... .... ~ HSA & FSA: Take advantage of tax-advantaged Health Savings and Flexible Spending...TaxTemporary workFlexible hours
$73.15k - $129.61k
...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...the relocation process 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)...TaxFull timeWork experience placementWork at officeLocal areaRelocation$115k - $135k
...and growing industry.Job DescriptionAres Management is looking to hire an Associate for the Global... ...Solutions (“GCS”) team in Los Angeles. Investor Services is expanding its team to support... ...including Finance, Accounting, Legal, Tax, Compliance and TechnologySupport investor...TaxFull timeTemporary workWork experience placementFlexible hours- Oaktree Capital Management, L.P. seeks a Vice President of Communications to lead and oversee... ...situations. The position also manages high-volume investor reporting, drives process improvements,... ...with technology, risk & reporting, tax, and other teams to ensure timely...Tax
$96.3k - $180.1k
...: Executive Coach, Associate Director Join to apply for the Leadership... ...and leadership teams, managing a rolling book of business of... ...includes medical and dental coverage, pension and 401(k) plans, and... ...services in assurance, consulting, tax, strategy and transactions....TaxFull timeWork experience placementSummer holidayFlexible hoursShift work$281.75k - $402.5k
...the foundation for future success. As a Managing Director at CrossCountry Consulting, you will be... ...of accounting compliance, including tax forms, sales tax exemptions, 1099s, etc... ...including medical, dental, and vision coverage flexible spending accounts 401(k) with...TaxLocal areaRelocationFlexible hours- ...As a Managing Director in our Emerging Middle Market Coverage Investment Banking team, you will assume a pivotal leadership role and will be responsible for... ...organizations, education institutions, banks and investors. Global Investment Banking supports a broad range...
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- ...teams to craft content, coordinate events and manage sensitive communications. You will also own the high-volume investor reporting function, drive efficiency across processes... ..., and collaborate with technology, risk, and tax teams to deliver timely materials. #J-18808-...Tax
- 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
- ...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 Private Equity...
$700 per day
...post-accident and random drug testing as determined by management ~ Working shifts that can include days/nights/weekends... ...for several hours without a break, provide protective coverage during physically taxing activities including running, swimming, hiking, as well...TaxFull timeTemporary workWork at officeLocal areaImmediate startLong distanceFlexible hoursShift workNight shift$55k - $65k
...specialized fund administration services for Managers and General Partners of private equity... ...growing fund accounting firm. The Investor Services Specialist plays a key role in client... ...ad‑hoc projects such as: Financial and Tax reporting Capital call and distribution...TaxWork at office$148.95k - $215.14k
...Staff is to lead, develop and manage associate veterinarians in their... ...needs. Partner with the Director of Veterinary Quality and Talent... ...option to purchase additional coverage for extra peace of mind.... ...expenses by setting aside pre-tax money. It's a smart way to manage...TaxFull timeTemporary workPart timeLocal areaFlexible hoursShift work$350k - $400k
...opportunities that optimize profitability, capital efficiency, and risk management across all lines of business. Partner with business leaders to... ...Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off:...TaxLocal areaImmediate startRelocation$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$235k - $260k
Los Angeles, California Job Description Pillsbury’s Tax Business Unit is seeking a dynamic, high-performing associate with 2-3 years... ...that are made available in response to the federal Transparency in Coverage Rule and includes negotiated service rates and out-of-network...TaxWork at office- ...Managing Director of Tax West Hollywood, California, United States Position Summary This position requires a highly organized individual who possesses strong initiative and has the ability to complete multiple projects in a deadline driven environment. This individual...Tax
$201.81k - $382.6k
...High Net Worth Tax Managing DirectorAre you looking to join an entrepreneurial firm which is one of the fastest growing in the US - one... ...consider joining Baker Tilly (BT) as a High Net Worth Tax Managing Director! Our private wealth practice recognizes the unique challenges...TaxPrivate practice- ...role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital, Private... ...prep processEffectively collaborates with Principals, Senior Managers, Managers, Tax Seniors, and Associates on completion of project...TaxWork at office
- ...reach your goals. EisnerAmper is seeking a Managing Director and a Director to join Sherwood, one of... ...is one of the largest accounting, tax, and business advisory firms, with approximately... ...financial professionals, bankers, and investors who serve these clients. Should you...TaxLocal area
$201.81k - $382.6k
## High Net Worth Tax Managing DirectorApplylocations: USA CA Los Angeles 11150 Santa Monica Blvd: USA CA Pasadena: USA CA Irvine 18500 Von... ...joining Baker Tilly (BT) as a **High Net Worth Tax Managing Director**! Our private wealth practice recognizes the unique challenges...TaxPrivate practiceLocal areaWorldwide- 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
- 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
$190k - $335k
BDO USA is looking for a Tax Managing Director in Los Angeles, California, responsible for advising clients on tax implications and managing compliance while supervising teams. This role also involves significant client interaction and development of tax strategies to minimize...Tax$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$250k - $300k
Job Summary A Managing Director, BDO Capital Advisors advises clients through tax equity, tax credit, and other similar project finance transactions for renewable energy... ...due diligence assistance for companies and/or investors Engages in business development activities by...TaxApprenticeshipWork at officeRemote workWeekend workAfternoon shift$250k - $350k
...Managing Director, Investment Research – Mozaic, LLC – Beverly Hills, CA For qualified applicants: email resume to ****@*****.***... ...Performing the business review, and quarterbacking the legal and tax review, for investment agreements (offering memorandums,...TaxWork at officeRemote work- ...Baker Tilly is seeking a High Net Worth Tax Managing Director to lead a private wealth practice serving high-net-worth individuals, family offices, and private businesses. You will oversee complex individual, trust, estate, and gift tax engagements and drive strategic...TaxPrivate practice
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