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
$250k
....00 - $500,000.00Category: Product Management and Development, Executive, ServicesCompany... ...Office Services - Fund Services, Investor Services Managing Director - C16Location New York City /... ...including: medical, dental & vision coverage; 401(k); life, accident, and...SuggestedFull timeWork at officeLocal areaFlexible hoursShift work$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...TaxTemporary work$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 hours$60k - $70k
...Investor Relations Associate Boston, MA About Alumni Ventures... ...customer success, relationship management, investor communications, and... ...~ Comprehensive health coverage with multiple plan options, including... ...multiple coverage tiers ~ Tax-advantaged accounts including...TaxWork at officeImmediate startFlexible hours$170k - $267.5k
...Collaborate proactively with Hiring Managers and Senior HR Business... ...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
...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
...ForState Street is seeking a Managing Director to lead Private Equity... ...initiatives impacting accounting, investor services, allocations,... ...with company match; insurance coverage including basic life, medical... ...and, eligibility for certain tax advantaged savings plans.For...TaxFull timeTemporary workWork at officeFlexible hours$170k - $282.5k
...resilience, client commitments, risk management, and strategic modernization.... ...company match; insurance coverage including basic life, medical... ...and, eligibility for certain tax advantaged savings plans.For... ...the globe, institutional investors rely on us to help them manage...TaxFull timeTemporary workWork at officeFlexible hours$170k - $267.5k
...for State Street Investment Management’s U.S. Defined Contribution business... ...company match; insurance coverage including basic life, medical... ...and, eligibility for certain tax advantaged savings plans.For... ...the globe, institutional investors rely on us to help them manage...TaxFull timeTemporary workFlexible hours$225k - $337.5k
The Global Head of Portfolio Management is a critical leadership role... ...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
...Services to institutional investors including investment... ...servicing, investment management, and trading. With $57... ...Custody, the Managing Director of Wealth Custody &... ...company match; insurance coverage including basic life,... ...for certain tax advantaged savings plans...TaxFull timeTemporary workFlexible hours$170k - $282.5k
...Commercial Office Technology Product Management (Investment Services)” is a... ...company match; insurance coverage including basic life, medical... ...and, eligibility for certain tax advantaged savings plans.For... ...the globe, institutional investors rely on us to help them manage...TaxFull timeTemporary workWork at officeFlexible 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 work$140k - $200k
...The Managing Director of Web & Brand is a senior business leader accountable for client impact,... ...provider. ~ Life Insurance Benefit. No-cost coverage to ensure peace of mind for your family... .... ~ Commuter Benefits. Allocate pre-tax funds towards your commute to save up...TaxTemporary workSummer workWork at officeLocal areaRemote work$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 - $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 - $282.5k
...services to institutional investors. Investment Services... ...world's largest asset managers, asset owners,... ...to serve as Managing Director, Investment Services Product... ...company match; insurance coverage including basic life,... ...for certain tax advantaged savings plans...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 - $267.5k
...Business Risk Advisor, Managing DirectorWho we are... ...ecosystem. This Managing Director will lead a team of Business... ...of risk advisory coverage delivered to the... ...eligibility for certain tax advantaged savings plans... ...globe, institutional investors rely on us to help them...TaxFull timeTemporary workFlexible hours$170k - $282.5k
...For State Street is seeking a Managing Director, Data Platform Enablement... ...with company match; insurance coverage including basic life,... ...and, eligibility for certain tax-advantaged savings plans. For... ...Across the globe, institutional investors rely on us to help them...TaxTemporary workFlexible hours$174k - $291.5k
SVP, Managing Director, Originator - Life Sciences Venture Banking in Northeast Locations Showing... ...industry. Specific sectors of coverage include biotechnology, medical devices,... ...supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions...TaxFull timeWork experience placementLocal areaImmediate startFlexible hoursShift work- ...demonstrated ability to lead complex organizations, manage transformational change, build high-... ..., providing comprehensive healthcare coverage and services to approximately two million... ...-Offer Process:A criminal and tax history background check will be completed...TaxFull timePart timeWork experience placementWork at officeWork from home
$170k - $282.5k
..., quality assurance, release management, production support, and operational... ...risk.Partner closely with Investor Services teams - Product,... ...with company match; insurance coverage including basic life, medical... ...and, eligibility for certain tax advantaged savings plans.For...TaxFull timeTemporary workWork at officeFlexible hours$127k - $160.55k
...who you are.Position OverviewThe Senior Manager, Executive Compensation & Equity is a senior... ...Legal, Finance, Accounting, Payroll, Tax, HR Technology, and executive leadership.... ...medical, dental, vision, and prescription drug coverage.Equal Employment Opportunity Zelis is...TaxFull timeWork at officeLocal areaVisa sponsorshipFlexible hours- ...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
- ...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
- ...(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... ...of life. A criminal and tax history background check will be...TaxFull timePart timeWork experience placementWork at officeShift work
$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
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