Tax Principal- Tax Credit Transferability

Count on us. Our \"we-care\" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

Tax Principal

Tax Solutions Group | Tax Credit Transferability

Count on us.

Our “we-care” culture is more than just a motto; it’s a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals.

Your role.

Go beyond the numbers and do something different by helping to build one of the most dynamic new practices in tax. The Inflation Reduction Act’s §6418 transferability market is only a few years old — and we’re looking for a leader who has been in it since the beginning. As Principal leading our Tax Credit Transferability Team, you’ll own the growth of an end-to-end practice serving clients across all 50 states. This is a market-facing, origination-driven role for someone who loves building — both a book of business and the team behind it.

Business Development & Market Origination

• Lead origination and growth of the firm’s tax credit transferability practice on both the buy-side and sell-side, nationally

• Cultivate and expand a network across the clean-energy credit ecosystem — direct sellers, brokers, syndicators, and developers in the 45X / ITC / PTC markets

• Build a book of business through proactive market development, prospecting, proposals, conferences, and referral-source relationships

• Serve as a market-facing leader and public voice for the practice, developing thought leadership and representing the firm at industry events

Team Building & Staff Development

• Lead, mentor, and grow the Transferability Team — inheriting an established core group with a clear path to scale the team

• Develop technical and market talent through coaching, training, and hands‑on engagement leadership

• Foster a collaborative, high-performing team culture aligned with the firm’s people-first values

Technical & Engagement Leadership

• Guide clients through the full transferability lifecycle — generation and IRS registration, purchase and sale agreements, diligence and risk mitigation, and claiming credits

• Oversee transaction structuring, documentation, tax‑opinion coordination, and compliance with IRS and Treasury guidance

• Serve as the senior relationship and economic owner on engagements, including billing, realization, and collections

Firm Contributions

• Collaborate across Assurance, Tax, Management Consulting, and Wealth Management to identify cross-serving opportunities

• Contribute to internal training, recruiting, and the development of the firm’s transferability tools and thought leadership

The qualifications.

• 10+ years of relevant tax, tax credit, or clean‑energy transaction experience

• Deep, demonstrated expertise in §6418 tax credit transferability

• CPA preferred

• A proven track record of building a book of business and an established network within the clean‑energy credit space (an existing book is not required, but the demonstrated ability to build one is essential)

• Public accounting experience preferred but not required; industry and deal‑side backgrounds are welcome (e.g., syndicators, brokers, developers)

• Strong leadership, business development, and staff‑development skills

• Willingness to travel primarily for business development: prospects, conferences, and training

• remote candidates should expect to travel to a Plante Moran offices periodically throughout the year

What makes us different?

On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk‑free firm (hey, nobody’s perfect) with a world‑class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.

At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in‑person model.

We believe that face‑to‑face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre‑determined holidays, as well as a 401(k) plan, flexible benefits plans, business‑related travel expense, lodging, and meal reimbursement for business‑related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.

The specific statements above are not intended to be all‑inclusive.

Under Colorado’s Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.

Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English.

The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market‑based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.

The compensation range for this role in CO, IL, OH, and MA is: $206,500 - $262,500

This application window is a good‑faith estimate of the time that this posting will remain open. This deadline will be promptly updated if the deadline is extended.