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
$99k - $109k
...leadership to execute and enhance AEP's investor relations strategy, effectively communicating... ...and awards your hard work." The Tax Manager / Tax Senior Manager - Accounting and Reporting... ...to ensure best possible guaranty coverage. Partners closely with leadership to execute...Tax- ...and quickly growing multi-billion dollar investment management firm based in Denver, and is seeking an Investor Relations Associate to join its team. This is an... ...Manage investor portal content, ensuring statements, tax documents, and account information remain accurate...Tax
- ...provides leadership for cross-functional teams, manages multiple concurrent projects and... ...Hikma-sponsored 401(k) program at a pre-tax contribution rate of 4% of eligible pay.... ...disability, life insurance, prescription drug coverage, and a variety of voluntary...TaxFull timeContract workFor contractorsLocal areaWorldwide
- ...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
- JOB DESCRIPTION The Managing Director, Tax Operations leads execution of major operational programs and enterprise initiatives across Tax, ensuring alignment between strategy, governance, and delivery. This role serves as a strategic partner to Tax leadership, translating...TaxWork at office
- ...Job Description Job Description Director / Partner – Nonprofit Tax Services Location: Ohio (Hybrid/Flexible) Firm: Top 100 Public Accounting... ...This role requires a proven leader who has directly managed or overseen a Nonprofit/Exempt Organization Tax...TaxWork from homeFlexible hours
$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. Fueled...TaxSummer holidayWork at officeFlexible hours- ...Function will reside within the Indirect Tax Operations team, part of Payment Operations... ...primary responsibilities would entail managing tax data analyses processes and automation... ...benefits include comprehensive health care coverage, on-site health and wellness centers, a...Tax
$92.25k - $153.75k
...directly to the Sales Vice President of Sales Management. This is a remote position which may... ...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 everyday...TaxFull timeTemporary workWork experience placementRemote workFlexible hours$97k - $180k
...financial statement preparation and management of internal business partner... ...financial reporting, premium taxes, payroll taxes, and/or... ...Relationships: Reports to Manager, Director or Associate Vice President.... ...and long term disability coverage, paid time off with newly hired...TaxFull timeTemporary workPart timeFor contractorsCasual workWork at officeLocal area2 days per week- ...challenging career as a Vice President Operations Manager II with our dynamic team. You'll have the... ...related to customer complaints, tax sales, and other mattersPartner with leaders... ...include comprehensive health care coverage, on-site health and wellness centers, a retirement...Tax
- An Asset Manager on J.P. Morgan’s Closely Held Asset Management team... ...assigned by the CHAM Regional Director or Team Lead.Job ResponsibilitiesConduct... ...-to-day asset administration (tax and regulatory filings,... ...comprehensive health care coverage, on-site health and wellness centers...TaxWork at office
- ABC Management seeks a Regional Manager to oversee apartment communities within the Columbus area. The role involves directing Property Managers... ..., coach staff, and ensure compliance with Fair Housing, HUD/Tax Credit guidelines. Regular travel to properties and site...Tax
- ...you to shape your own future. KPMG is currently seeking a Managing Director in C&O for our Consulting practice.... ...package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite...Local area
- ...Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director... ...work in the United States Benefits ~ Top-tier health coverage including medical, dental, and vision plans for you and your...Visa sponsorship
$105k - $127k
...integrity. Job Description The Accounting Manager will plan and direct the accounting... .... Prepare and file monthly sales and use tax returns. Prepare and file annual personal... ...Identity Shield, Accident, and Critical Illness coverage. Eligibility for benefits starts on the 1...TaxLocal areaFlexible hours- Position Summary This position is responsible for managing a large project team/multiple project teams, or multiple small projects including... ...life insurance Disability income protection insurancePre-tax flexible spending plans (health and dependent care) Paid parental...TaxFor contractorsWork at officeImmediate startFlexible hours
- Global Supplier Services manages the operation for the Procure to Pay process within the firm... ...set-up and maintenance, Indirect Tax, approval authorities and event ticket management... ...include comprehensive health care coverage, on-site health and wellness centers, a retirement...TaxContract workFlexible hours
- ...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
- ...the organization's fundraising strategy, with a focus on securing tax-deductible charitable support for educational and leadership... ...degree is required, and a Master's degree is preferred. Hiring Manager Title Chief Executive Officer (CEO) Functions Business Development...Tax
$193.6k - $414.4k
...clinical care, health informatics, executive leadership, and change management to drive organizational transformation. Collaborating with... ...care and dependent care Flexible Spending Accounts # Pre-tax commuter and parking benefits #401(k) Savings and Investment...TaxTemporary workWork experience placementFlexible hours- ...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
$92.9k - $209.5k
...Job Description We are seeking a Product Manager t o own the architecture, engineering, automation, and operational excellence of... ...Health care and dependent care Flexible Spending Accounts # Pre-tax commuter and parking benefits #401(k) Savings and Investment Plan...TaxTemporary workFlexible hours- ...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
$221.41k - $280.07k
...sales cycles. Strong executive relationship management and communication skills Bachelor's... ...Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range... ...of services in assurance, consulting, tax, strategy and transactions. Fueled by sector...TaxSummer holidayFlexible hours$221.41k - $280.07k
.... Alliance Sales Executive, Associate Director - SAP (Tax Integration) Our Sales & Strategic Pursuits... ...SAP and other vendors to address data management, agentic AI, supply chain, and... ...Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide...TaxSummer holidayFlexible hours$23 - $25 per hour
...(INTERMITTENT) - Multiple Positions Base Pay Range $23.00/hr - $25.00/hr Responsibilities Prepare and file annual personal property tax returns for various entities across the firm Analyze and submit associated personal property tax bills for payment Review and analyze...TaxContract work- EY Private Tax is a global, growth-focused practice offering personal and private tax advice to business owners and families. As a Manager, you will lead delivery of tailored tax solutions, advise on wealth transfer and governance, and supervise a team across diverse, high...Tax
- Circle K in Columbus, Ohio is seeking a Property Tax Analyst to support day-to-day administration of real and personal property tax... ...attention to detail, cross-cultural communication, and the ability to manage deadlines across multiple jurisdictions and time zones,...Tax
$2,484 per week
...guaranteed salary or promise of payment, and does not include taxes, insurance, or other deductions that may occur. Subject to all... ...office visit isn’t feasible. Voluntary Term Life and Dependent Life coverage. Voluntary Term Life and Dependent Life coverage as well as In...TaxHourly payFull timeContract workWork at officeShift work
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