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
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Managing Director, Tax Investor Coverage in Chicago, IL vacancy
$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- ...As a Global Corporate Banking, Managing Director within the Diversified Industries ("DI") Team, you will be responsible for developing and... ...banking representative Partner closely with Investment Banking coverage and product partners, and coordinate the sales and service...Suggested
JPMorgan Chase & Co.
Chicago, IL3 days ago - ...and build a career, KPMG provides audit, tax and advisory services for organizations... ...KPMG is currently seeking an Associate Managing Director, Data Portfolio Management to join our... ...of medical and dental plans, vision coverage, disability and life insurance, 401(k)...TaxH1bLocal area
- ...Description Job Description Looking for a Managing Director – M&A Investment Banking with 10 years... ...Business Development & Client Coverage Originate new business opportunities... ...Coordinate with legal, accounting, tax, and other external advisors. Leadership...TaxBank staff
LibertasGroup
Chicago, IL15 days ago $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 areaRelocationKPMG
Chicago, IL15 hours ago$94k - $185k
...selling and strong relationship management. It is responsible for... ...role will report to the Sales Director of Industry Executives - Community... ...medical, dental, and vision coverage, plus supplemental plan... ...available on select plans. Choose tax‑advantaged HSA and FSA accounts...TaxFull timeContract workTemporary workWork experience placementWork at officeRemote workFlexible hours$207.9k - $283.2k
...are ready to listen, share ideas, and help you succeed. This Managing Director role is responsible for expanding Armanino’s Valuation and Financial... ...financial modeling matters, including financial reporting, tax planning, transaction support, litigation support, strategic...TaxFull timeContract workLocal areaFlexible hours$94k - $185k
...work-related events at the discretion of management.Role Overview and Core ResponsibilitiesGenerate... ...for medical, dental, and vision coverage, plus supplemental plan options. Spousal,... ...coverage is available on select plans. Choose tax‑advantaged HSA and FSA accounts to make...TaxFull timeTemporary workWork experience placementRemote workFlexible hours- Position Summary & Purpose The Managing Director of Human Resources leads the human resources function... ...future: Medical, Dental & Vision Coverage Paid Time Off & Holidays 401(k) with... ...Accounts (FSA/HSA) Commuter Benefits (Pre‑tax transit & parking) Short‑ & Long‑Term...TaxPermanent employmentContract workTemporary workWork experience placementInternshipH1bWork at officeWork from homeFlexible hours
- ...Investor Services AdministratorFull-timeRegion: AmericasJurisdiction: ChicagoCompany DescriptionFund... ...solve complex challenges faced by asset managers, financial institutions, corporates, high... ...notices, financial statements and tax reporting documents.Support treasury-...TaxWork at office
Ocorian
Chicago, IL4 days ago - ...Managing Director, Relationship Management About the Company Non-profit syndicator of low income housing tax credits Industry Real Estate Type Non Profit Founded 1... ...primary point of contact for high-value investors, providing exceptional service and...Tax
$115k - $180k
...President (or Assistant Vice President), Investor CommunicationsApplylocations: Chicago:... ...62## **Position Information****Hiring Manager:**Associate Director**Department:**Investor Communications*... ..., subscriptions and reports.* **Tax and AML Regulatory Compliance:** Complies...TaxWork at office- ...success.As an Industry Solutions Director in the Public Sector Product... ..., pricing, and pipeline management, while supporting team upskilling... ...Check Employment History Tax Filing History (possibly)References... ...comprehensive health care coverage, on-site health and wellness...TaxPermanent employment
$80k - $110k
Golub Capital is seeking a proactive Tax Accountant in Chicago to facilitate the preparation of investor tax deliverables, including K-1s and federal tax returns. The successful candidate will review tax workpapers and collaborate with external tax advisors while ensuring...Tax- ...a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward... ...for development, testing, and change management. • Act as the internal expert in managing... ...of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans...TaxFull timeLocal area
KPMG
Chicago, ILmore than 2 months ago $250k - $350k
...exceptional Principal Product Manager to build the HTS API... .../Auction, Pricing, Extranet, Taxes, and Custom Deals Engine.Coordinate... ...paid Medical, Dental and Vision coverage for employees.Access to... ...of the largest institutional investors and banks in the world. HTS is...TaxWork experience placementRemote workWork from homeRelocation package$250k - $350k
Job Summary:The Managing Director, BDO Capital Advisors advises clients through mergers and acquisitions, and strategic solutions that complement... ...clients, and create meaningful impact.BDO provides assurance, tax, and advisory services to clients across the U.S. and around...TaxApprenticeshipWork at officeRemote workWeekend workAfternoon shift$85k - $100k
## Product Management & Investor Relations - Real Assets, AnalystApplylocations: Chicago - 150 - 37time type: Full timeposted on: Posted Todayjob... ...investment teams and internal groups (performance, legal, tax, operations, finance, and accounting) to gather and synthesize...TaxPermanent employmentTemporary workWork at officeFlexible hours$83k - $93k
...business. All activities of the role will primarily support management of Monroe’s capital raising and investor service efforts on its Wealth Management Solutions... ...requests regarding capital activity, statements, tax documents, and fund performance in a timely and accurate...TaxInternshipWork at office$60k - $80k
## Junior Analyst, Investor CommunicationsApplylocations: Chicagotime type: Full timeposted... ...12094## **Position Information****Hiring Manager:**Senior Associate, Team Lead**Department... ...onboarding, subscriptions and reports.* **Tax and AML Regulatory Compliance:** Complies...TaxWork experience placementInternship- ...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...
$100.1k - $150k
...functionality such as security, network management and accessibility. You may disable these... ...eligibility for medical, dental, and vision coverage, plus supplemental plan options. Spousal,... ...is available on select plans. Choose tax‐advantaged HSA and FSA accounts to make everyday...TaxFull timeTemporary workWork experience placementWork at officeFlexible hours2 days per weekTransUnion
Chicago, IL4 days ago- Job Summary:An Accounting Methods (AM) Director is responsible for providing written tax advice to clients, evaluating, and recommending alternate courses... ...in tax policy and regulations. In this role, the Tax Managing Director, Accounting Methods will be charged with...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
$201.81k - $382.6k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage... ..., consider joining Baker Tilly (BT) as a High Net Worth Tax Managing Director! Our private wealth practice recognizes the unique challenges...TaxFull timePrivate practiceLocal areaRemote workWorldwide- ...Managing Director, Structured Finance Asset Management About the Company Non-profit syndicator of low income housing tax credits Industry Real Estate Type Non Profit Founded 1987 Employees 51-200 Categories Consulting & Professional Services...Tax
- Manager, Tax Forecasting & Investor Reporting Downtown Chicago | On Site 5 days A large, privately held national energy and infrastructure company is seeking a Tax Forecasting & Investor Reporting Manager to own a high-visibility and technically complex function within...TaxVisa sponsorship
$164.6k - $288k
...SummaryThe Vice President will support investor relations and fundraising efforts across... ...coordination.Key ResponsibilitiesAdvisor Coverage & Relationship ManagementServe as a primary... ...closely with Investment teams, Product management, Operations and fund administrators, and...Full timeFlexible hours- ...Chicago. That is not a responsibility to be managed. It is a calling to be answered.The... ...Enjoy premium health, dental, and vision coverage, along with Health Savings Account (HSA)... ...retirement plans with company contributions, a tax-deferred annuity for additional savings,...TaxContract workFlexible hours
$120k - $145k
Job Details: Level: Management | Location: Chicago Office - Chicago,... ...mobility. As the Chicago Executive Director, you’ll have the opportunity... ...90% individual healthcare coverage for employees, a 403(B)... ...match, whole life insurance, pre-tax commuter benefits, and the option...TaxWork experience placementInternshipWork at officeLocal areaRemote workFlexible hours2 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Managing Director, Tax Investor Coverage. Be the first to apply!
Related searches
- executive program manager Chicago, IL
- chief development officer Chicago, IL
- chief executive officer Chicago, IL
- technology executive Chicago, IL
- human resources executive Chicago, IL
- chief academic officer Chicago, IL
- executive office manager Chicago, IL
- chief nursing officer Chicago, IL
- chief of police Chicago, IL
- executive director foundation Chicago, IL