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, ECC Contracts (Federal) to join our... ...variety of medical and dental plans, vision coverage, disability and life insurance, 401(k)...TaxContract workH1bWork at officeLocal area- ...great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important... ...future as we are, join our team. KPMG is currently seeking a Managing Director to join our Business Tax Services practice. Responsibilities:...TaxLocal area
- ...Managing Director, AI Solutions Architecture About the Company Provider of specialized finance solutions for businesses & individuals across... ...Services Financial Advisers Management Services Tax Law Property Appraisal Automation Software CFO Services...TaxInterim role
- ...Managing Director, Head of Portfolio Implementation About the Company Premier investment management firm Industry Financial Services... ...wealth advisory retirement planning estate planning tax planning business planning divorce planning asset...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...Suggested
$117.72k - $170.04k
...function of the Chief of Staff is to manage the hospital and ensure the... .... Partner with the Medical Director, Field Director, and Practice... ...option to purchase additional coverage for extra peace of mind. Company... ...expenses by setting aside pre-tax money. It’s a smart way to...TaxFull timeTemporary workPart timeLocal areaFlexible hoursShift workAfternoon shift- ...Managing Director, Wealth Strategy About the Company Offers family office services and sophisticated estate and wealth planning for high... ...designation, and at least 10 years of relevant experience in estate and tax planning, or fiduciary and trust planning and administration....TaxWork at office
- ...Managing Director, AI Strategy & Readiness About the Company Provider of specialized finance solutions for businesses & individuals across... ...Services Financial Advisers Management Services Tax Law Property Appraisal Automation Software CFO Services...TaxInterim roleWork at office
- ...Managing Director, Individual Tax & Strategy Services About the Company Integrated professional services platform Industry Information Technology and Services Type Privately Held Founded 2022 Employees 51-200 Specialties outsourced cfo &...TaxWork at office
$23 - $50 per hour
...about delivering extraordinary care. Job Description Summary Job Description Job Description Our department owns all of the tax responsibilities for federal & state income, premium, sales & use, and personal property taxes. We also collaborate with other...TaxHourly payInternshipRemote work- ...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
- ...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
- ...at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning.... ...diversification, trusts & estates, individual tax rules (both transfer and income taxes),... ...include comprehensive health care coverage, on-site health and wellness centers, a retirement...TaxWork at office
- ...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
- ...with the client to approve progress payments & change orders. Manage the client relationship with the aim of generating repeat business... ...Indemnity Insurance Home & Auto Insurance Family Support Pre-tax Paid Parking/Public Transportation Paid time off: 2 Weeks for...TaxContract workTemporary workFor contractorsFor subcontractorWork at officeLocal areaFlexible hours
- ...is seeking a Chief Accounting Officer to design, implement, and manage its international financial infrastructure. The role leads global... ...and acquisitions, and oversee treasury, liquidity, audit, tax, and regulatory relationships. The position also drives finance...Tax
- ...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 matters Partner with leaders... ...include comprehensive health care coverage, on-site health and wellness centers, a retirement...Tax
$2,480 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$1,975 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$110k - $120k
Managing Director - Wrightsel Music Hall The Columbus Association for the Performing Arts (CAPA) is more than just a performing arts organization... ...company-sponsored benefit programs. Benefit eligibility and coverage are subject to plan terms and applicable policies. Special...Full timeFor contractorsWork at officeImmediate startFlexible hoursNight shiftWeekend work$1,846 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 payContract workWork at officeShift workNight shift$2,480 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 officeRemote workShift workWeekend work- ...Fractional Chief Operating Officer (COO), Investor Introductions About the Company Ambitious AI-native marketplace & SaaS platform... .... No specific education requirements are stated. Hiring Manager Title Chief Executive Officer (CEO) Functions ~ Business...
- ...Vice President, Investor Relations & Treasury About the Company A leading global, publicly traded technology company providing... ...also involves directing all treasury functions, such as cash management, capital structure optimization, and risk management, and ensuring...
- ...Vice President, Investor Relations About the Company Renowned private markets investment... ...institutional sales experience in asset management, preferably in private markets, and a... .... Hiring Manager Title Managing Director Functions ~ Finance ConfidentialWork at office
- ...Vice President, Investor Relations (Private Equity) About the Company Leading alternative investment platform offering private equity... ...internal and external stakeholders. Responsibilities include managing investor inquiries, creating and maintaining product...
$1,904 - $2,087 per week
...day one of your assignment. If qualified, continued insurance coverage over the summer. A generous 401k match. Licensure,... ...when applicable. Pay listed above includes taxable wages and tax-free expense reimbursements. For all employees and employee applicants...TaxPermanent employmentFull timeContract workSummer workLocal areaImmediate startWork from homeRelocationShift work- ...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
$1,904 - $2,087 per week
...day one of your assignment. If qualified, continued insurance coverage over the summer. A generous 401k match. Licensure,... ...when applicable. Pay listed above includes taxable wages and tax-free expense reimbursements. For all employees and employee applicants...TaxPermanent employmentFull timeContract workSummer workLocal areaImmediate startWork from homeRelocationShift work
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