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
- ...and build a career, KPMG provides audit, tax and advisory services for organizations... ...team. KPMG is currently seeking a Managing Director to join our State and Local Tax (SALT)... ...variety of medical and dental plans, vision coverage, disability and life insurance, 401(k)...TaxLocal area
- The Managing Director of Asset Management - LIHTC is a senior leadership role... ...asset value—maximizing tax benefits, cash flow, and long... ...senior advisor to clients, investors, lenders, and other key stakeholders... ...’s health with our medical coverage options and HSA...TaxFull timeFlexible hours
$170k - $252.5k
...partnership with Relationship Management, Product and Global Delivery... ...with company match; insurance coverage including basic life, medical... ...and, eligibility for certain tax advantaged savings plans.For... ...StreetAcross the globe, institutional investors rely on us to help them...TaxFull timeTemporary workFlexible hours$137k - $206k
...focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.... ...each other. About The Role The Valuation Director/Manager role is a key contributor in performing... ...leave Paid Volunteer Time Off Mental health coverage Fertility benefits Our approach to...TaxWork at officeFlexible hoursCLA (CliftonLarsonAllen)
Boston, MA3 days ago$170k - $282.5k
...looking for a Data Protection Managing Director reporting directly to the... ...with company match; insurance coverage including basic life,... ...and, eligibility for certain tax advantaged savings plans.For... ...StreetAcross the globe, institutional investors rely on us to help them...TaxFull timeTemporary workFlexible hours$170k - $267.5k
...operational excellence, risk management, and business growth,... ...clients. The Managing Director will serve as a visible... ..., including onboarding, investor servicing, reporting, compliance, tax, and other support functions... ...match; insurance coverage including basic life, medical...TaxFull timeTemporary workFlexible hours$170k - $267.5k
...OverviewState Street is seeking a Managing Director, Product Management - Fund... ...company match; insurance coverage including basic life,... ...and, eligibility for certain tax advantaged savings plans.For... ...StreetAcross the globe, institutional investors rely on us to help them...TaxFull timeTemporary workFlexible hours$216k
...compromising on excellence or ambition. As a Managing Clinical Director, you'll do what you love most: deliver... ...????️ Malpractice Insurance – Full coverage provided at no cost to you ????... ...Options – FSAs, HSAs, and pre-tax transit and parking benefits Compensation...TaxDaily paidFull timeLocal areaShift workTend
Cambridge, MA6 days ago$225k - $337.5k
...Marketing at State Street Investment Management you will lead a global... ...company match; insurance coverage including basic life, medical... ...and, eligibility for certain tax advantaged savings plans.For... ...StreetAcross the globe, institutional investors rely on us to help them...TaxFull timeTemporary workFlexible hours$170k - $267.5k
...are looking for:State Street’s Tax Service team is looking for an... ...and dedicated leader to manage global tax reclaim filings across... ...with company match; insurance coverage including basic life, medical,... ...StreetAcross the globe, institutional investors rely on us to help them manage...TaxFull timeTemporary workWork at officeFlexible hours$170k - $282.5k
...seeking an expert in legal entity management and subsidiary governance to... ...company match; insurance coverage including basic life, medical... ...and, eligibility for certain tax advantaged savings plans.For... ...StreetAcross the globe, institutional investors rely on us to help them...TaxFull timeTemporary workWork at officeFlexible hours$170k - $267.5k
...organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and... ...activities, ensuring surveillance coverage remains aligned to the firm’s... ...plans); and, eligibility for certain tax advantaged savings plans.For a full...TaxFull timeTemporary workFlexible hours$170k - $252.5k
...communication and stakeholder management skills, with the ability to... ...with company match; insurance coverage including basic life, medical... ...and, eligibility for certain tax advantaged savings plans.For... ...StreetAcross the globe, institutional investors rely on us to help them...TaxFull timeTemporary workInterim roleWork at officeFlexible hours$170k - $267.5k
...trading, Pricing systems, Order management systems, Straight-through... ...with company match; insurance coverage including basic life, medical... ...and, eligibility for certain tax advantaged savings plans.For... ...StreetAcross the globe, institutional investors rely on us to help them...TaxFull timeTemporary workFlexible hours$170k - $267.5k
...Head of Client Engineering, Managing DirectorAbout the JobWho We Are... ...company match; insurance coverage including basic life, medical... ...and, eligibility for certain tax advantaged savings plans.For... ...StreetAcross the globe, institutional investors rely on us to help them...TaxFull timeTemporary workFlexible hours$170k - $252.5k
...large, complex, Global Asset Manager. This individual will serve as... ...company match; insurance coverage including basic life, medical... ...and, eligibility for certain tax advantaged savings plans.For... ...StreetAcross the globe, institutional investors rely on us to help them...TaxFull timeTemporary workInterim roleWork at officeFlexible hours- ...(CHIP), providing health care coverage to nearly two million Massachusetts residents and managing more than $20 billion in annual... ...outlook, and advise the Medicaid Director and Deputy Medicaid Director on... ...-Offer Process:A criminal and tax history background check will be...TaxFull timePart timeWork experience placementWork at office
$170k - $282.5k
...global alternatives, asset manager, asset owner and... ...leader to serve as Managing Director, Investment Services... ...company match; insurance coverage including basic life,... ...eligibility for certain tax advantaged savings plans... ...globe, institutional investors rely on us to help them...TaxFull timeTemporary workWork at officeFlexible hours$170k - $267.5k
Role Overview State Street is seeking a Managing Director, Product Management - Fund Accounting &... ...(401K) with company match; insurance coverage such as basic life, medical, dental, vision... ...roles); and eligibility for certain tax‑advantaged savings plans. Equal Opportunity...TaxTemporary work- ...Update the Project Coordinator and Project Manager on anything that may cause potential... ...Highlights Medical, Dental, Vision Coverage + Flexible Spending Account and other optional... ...! Paid time off, 401k match, pre-tax commuter benefit, paid parental leave, and...TaxFlexible hours
Nitsch Engineering
Boston, MA2 days ago - ...DescriptionReporting to the Artistic Director and serving on the senior... ...to the Artistic Director, Managing Director, Board Chair, and... ...appropriate pledge reminding and tax receipting.The CDO... ...and vision health insurance coverage starting on day one Retirement...TaxWork at office
- ...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...
Confidential
Boston, MA3 days ago $250k - $365k
...interest plans Collaborate with corporate, tax, and private equity teams on deal... ..., and communication skills Ability to manage multiple matters in a fast-paced, collaborative... ..., vision, life insurance, disability coverage, HSA/FSA options, 401(k), paid time off,...TaxDirect Counsel
Boston, MAmore than 2 months ago$238.29k - $282.5k
Managing Director-Software Engineering & Development (State Street Bank and... ...company match; insurance coverage including basic life, medical... ...and, eligibility for certain tax advantaged savings plans.For... ...StreetAcross the globe, institutional investors rely on us to help them...TaxFull timeTemporary workRemote workFlexible hours- ...industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and... ...0 years supervisory experienceAbility to manage deadlines, work on multiple assignments... ...business needsCBIZ is seeking a Managing Director with strong public accounting experience,...Tax
$170k - $267.5k
...Managing Director, Product Management – Fund Accounting & Fund Administration (FAA) Location: Boston & Kansas City Role Overview State... ...based awards (excluding certain sales roles) ~ Eligibility for tax‑advantaged savings plans ~ Paid volunteer days and vibrant...TaxTemporary workSTATE STREET CORPORATION
Quincy, MA16 hours ago$195k - $227.5k
...Senior Director - Executive Compensation and Equity Program - Boston... ...through leading-edge management consulting along with technology... ...understand local country and U.S. tax law, partnership concepts,... ...plans provide best in class coverage: Zero dollar ($0) health insurance...TaxPart timeApprenticeshipWork experience placementWork at officeLocal areaBoston Consulting Group
Boston, MAa month ago- ...by world-class venture investors, we’re building the... ...segmentation, account coverage, pricing, and sales motion... ...& Performance Management Own the Revenue Operations... ..., PE Managing Directors, and Operating Partners... ...for retirement - Pre-tax commuter and flexible...TaxLocal areaRemote workWork from homeFlexible hours
Catalant
Boston, MA3 days ago $170k - $252.5k
...Global Delivery model. The Managing Director will be the senior accountable... ...company match; insurance coverage including basic life, medical... ...and eligibility for certain tax‑advantaged savings plans. About... ...the globe, institutional investors rely on us to help them manage...TaxTemporary workFlexible hours$150k - $235k
...’Connor DaviesPKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally... ...O’Connor Davies is the place for you!The Business Development Managing Director or Partner is a senior growth leader responsible for...TaxFull timeWork at officeLocal area
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