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
$198k - $357k
...and build a career, KPMG provides audit, tax and advisory services for organizations... ...KPMG is currently seeking an Associate Managing Director to join our Enterprise Contracting... ...variety of medical and dental plans, vision coverage, disability and life insurance, 401(k)...TaxContract workH1bLocal area- ...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...Suggested
$64.2k - $116.4k
...Your key responsibilities Manage daily execution of administrative... ..., principals, managing directors and directors Apply specialized... ...package includes medical and dental coverage, pension and 401(k) plans, and... ...in assurance, consulting, tax, strategy and transactions....TaxSummer holidayWork at officeFlexible hours- ...events. Planned Giving Grow and manage a robust planned giving... ...with, the Foundation’s Board of Directors; Present reports to, and participate... .... Knowledge of legal and tax aspects of planned giving suitable... ..., medical, dental, and vision coverage, a 403(b)-retirement plan with...Tax
- ...Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role... ...authorized to work in the United States Benefits Top-tier health coverage including medical, dental, and vision plans for you and your...SuggestedVisa sponsorship
$10 per hour
...Regional Managing Director - Remote Work Join to apply for the Regional Managing Director - Remote Work role at BairesDev 1 day ago... ...commissions — well above the market average ~ Healthcare coverage (Vision and Dental) ~ Life Insurance ~401K Plan ~ Strong...Full timeRemote workWorldwide- ...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
- ...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
- ...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
$92.9k - $209.5k
...and service comprehension. We are seeking a Principal Product Manager to lead product strategy and execution for OCI Developer Tool... ...Health care and dependent care Flexible Spending Accounts # Pre-tax commuter and parking benefits #401(k) Savings and Investment Plan...TaxTemporary workLocal areaFlexible hours$90.1k - $209.5k
...Customer Engineering is seeking an experienced Principal Program Manager with technical interests to lead large-scale, cross-functional... ...Health care and dependent care Flexible Spending Accounts # Pre-tax commuter and parking benefits #401(k) Savings and Investment...TaxTemporary workFlexible hours- ...Managing Director, Major Gifts About the Company Pioneering organization advancing the Technion-Israel Institute of Technology Industry... ...a peer in the same role to provide coordinated national coverage and will be expected to have strong ties to the local Jewish...Local area
$97.5k - $209.5k
...Description Oracle Health is seeking a Principal Technical Program Manager to establish and lead the Product Authorization Team responsible... ...care and dependent care Flexible Spending Accounts # Pre-tax commuter and parking benefits #401(k) Savings and Investment...TaxTemporary workFlexible hours$126.2k - $264.1k
...seeking a highly experienced Senior Principal Technical Program Manager (TPM) to lead complex customer engagements within our global Supply... ...care and dependent care Flexible Spending Accounts # Pre-tax commuter and parking benefits #401(k) Savings and Investment Plan...TaxContract workTemporary workFlexible hours$102.3k - $209.5k
...Oracle executive leadership and top-tier reference customers. Manage strategic engagement with the field to help grow our... ...Health care and dependent care Flexible Spending Accounts # Pre-tax commuter and parking benefits #401(k) Savings and Investment Plan...TaxTemporary workRelocation packageFlexible hours- ...Company Well-regarded accounting firm specializing in bookkeeping, tax & consulting services Industry Accounting Type... ...influence and collaboration. The successful candidate will be adept at managing KPIs, operational metrics, and departmental performance, and...Tax
$50k
...illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are... ...advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending...TaxWork at officeWork from homeHome officeFlexible hours$1,414 per week
...$1414 /Weekly Gross* *Estimated pay package. Does not include taxes, insurance, or other deductions that may occur Start Date 9/14/... ...Licensing reimbursement STAY AHEAD OF THE CURVE. Day One, nationwide insurance coverage HEALTH, DENTAL, VISION AND LIFE. #J-18808-Ljbffr...TaxShift work- ...Growing real estate investment platform offering tax-advantaged solutions to individual and institutional investors. Industry Real Estate Type Privately... ...customized investment solutions, and managing the entire transaction process. The role requires...Tax
$126.2k - $264.1k
...highly matrixed organizations without direct reporting authority. Manage risks, dependencies, escalations, and execution tracking across... ...care and dependent care Flexible Spending Accounts # Pre-tax commuter and parking benefits #401(k) Savings and Investment Plan...TaxTemporary workWork at officeFlexible hours- ...scale wind, solar, and energy storage, and a proven track record in managing and scaling geographically distributed development teams.... ...candidate will have a strong understanding of project finance, tax credits, interconnection processes, and late-stage execution, and...Tax
- ...position offers the opportunity to provide hands-on operations management with a focus on business development, physician relations,... ...Health, Dental, and Vision insurance; Life insurance; Prescription coverage.A 401(k) retirement plan with company match.Short and Long...Contract workTemporary work
- ...Vice President, M&A Tax Advisory About the Company Top-ranked mergers and acquisitions advisory firm focused on complex transactions. Industry Management Consulting Type Privately Held About the Role The Company is seeking a Vice President for M...Tax
- ...Head of Investor Relations, Credit Fund About the Company Globally-recognized provider of billing, distribution, & marketing solutions... ...billing billing services payment gateway fraud management gaming game publishing game development mobile...Local area
- ...Vice President of Global Tax About the Company Popular smart sleep tracker Industry Health, Wellness and Fitness Type... ...tax reporting, as well as a proven track record in leading teams, managing complex cross-border issues, and supporting executive leadership...Tax
- ...President, Growth Media About the Company Popular provider of tax preparation services Industry Retail Type Public... ...& Professional Services Specialties multi-unit management tax preparation financial services multi-unit management...TaxTemporary work
- ...engineering, construction, finance, legal, asset management, and executive leadership teams... ...project execution Participate in supplier, investor, lender, and project stakeholder discussions... ...requirements, domestic content programs, tax incentives, logistics, and supply chain...TaxContract workFor contractors
- ...compliance functions. This includes but is not limited to, surplus lines tax and filing operations, licensing, financial crimes such as... ...filing requirements. The role requires a proven track record in managing operational compliance teams, designing and enhancing internal...Tax
- ...President, Privacy About the Company Expanding investment management firm Industry Investment Management Type Privately... ...management risk management asset protection estate tax and legacy planning and retirement plan design and administration...TaxWork at office
- ...Vice President of Tax About the Company Innovative provider of specialty re/insurance services Industry Insurance... ...proven track record of leadership, independence, and effective team management. The role demands the ability to work under strict deadlines, exceptional...TaxLocal area
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