Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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
Confidential
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Managing Director, Tax Investor Coverage in San Jose, CA 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... 
    Tax
    Private practice
    Local area

    KPMG

    Santa Clara, CA
    11 hours ago
  • $180k - $357k

     ...and build a career, KPMG provides audit, tax and advisory services for organizations...  ...KPMG is currently seeking an Associate Managing Director to join our Pricing & Commercial...  ...variety of medical and dental plans, vision coverage, disability and life insurance, 401(k)... 
    Tax
    H1b
    Local area

    KPMG

    Santa Clara, CA
    2 days ago
  • $198k - $357k

     ...and build a career, KPMG provides audit, tax and advisory services for organizations...  ...KPMG is currently seeking an Associate Managing Director to join our Enterprise Contracting...  ...variety of medical and dental plans, vision coverage, disability and life insurance, 401(k)... 
    Tax
    Contract work
    H1b
    Local area

    KPMG

    Santa Clara, CA
    1 day ago
  •  ...Corporate Development & Strategic Planning organization, the Managing Director of Corporate Venture Capital will shape and execute the company...  ...negotiation, and close—in collaboration with legal, finance, and tax teams. Identify and support proof-of-concept pilots, go-to-... 
    Tax

    VC Stack

    San Jose, CA
    11 hours ago
  •  ...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

    Confidential

    San Jose, CA
    2 days ago
  • $140k - $150k

     ...engages directly with the Board of Directors to cultivate a culture of...  ...and donor outreach to CRM management and funder reporting. The ideal...  ..., gift acknowledgment, and tax receipt processes. Establish...  ...) ~ Dental and vision coverage ~ AD&D and life insurance... 
    Tax
    Full time
    Work at office
    Local area

    Amigos de Guadalupe

    San Jose, CA
    2 days ago
  • $97.85k - $227.24k

     ...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward...  ...as a firm.KPMG is currently seeking a Manager to join our State and Local Tax (SALT) practice...  ...of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans... 
    Tax
    Local area

    KPMG

    Santa Clara, CA
    11 hours ago
  •  ...Managing Director, Finance & Operations About the Company Impact investment fund in seed-stage companies Industry Venture Capital...  ...responsibilities include financial leadership, budgeting, audit, and tax compliance, cash and grant management, and strategic support... 
    Tax

    Confidential

    San Jose, CA
    3 days ago
  • $150k - $200k

     ...home day is currently Tuesday.About the RoleWe are seeking a Manager, Investor Relations to strengthen the analytical and strategic core of...  ...cash & equity compensationHealth, dental, and vision coverage for you and your dependentsWellness and commuter stipends for... 
    Work at office
    Local area
    Work from home
    Flexible hours

    Lambda Labs

    San Jose, CA
    2 days ago
  • $34.19 - $58.13 per hour

     ...financial planning, corporate accounting, tax, industry analysis and benchmarking,...  ...Position Description Executive Assistant - Investor Relations and Market Analytics This is a...  ...polished operator who can anticipate needs, manage competing priorities with precision, and... 
    Tax
    Hourly pay
    Minimum wage
    Work at office
    Flexible hours

    KLA

    Milpitas, CA
    6 days ago
  •  ..., every model, every system generates data that must be stored, managed, and made accessible over time. That’s where we come in.We combine...  .../vision insurance; life, accident and disability insurance; tax-advantaged flexible spending and health savings accounts; employee... 
    Tax
    Temporary work
    Immediate start
    Remote work
    Worldwide
    Flexible hours
    Shift work

    Western Digital

    San Jose, CA
    1 day ago
  • $150k - $200k

    Santa Clara, CABusiness/Management - Finance and Accounting /Full-time /HybridPlusAI is a Physical...  ...• Create and lead PlusAI's retail investor relations strategy, defining how the...  ...comprehensivemedical, dental, and vision coverage, a 401(k) plan, and paid time off.Success... 
    Full time
    Live in

    Plus.ai

    Santa Clara, CA
    3 days ago
  •  ...focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even...  ..., CLA is seeking a Principalor Signing Director to join our Bay Area Assurance team. This...  ...quality, compliance, and timely delivery.Manage engagement scope, fees, budgets, and deadlines... 
    Tax
    Full time

    CliftonLarsonAllen

    San Jose, CA
    11 hours ago
  • $243k - $328.5k

     ...—and it proved something critical: while tax codes, regulations, and languages change...  ...location, our customers need to get paid, manage capital, and find customers. To continue...  ...platform: onboarding cycle time, compliance coverage by market, error rates, and cost-per-... 
    Tax
    Local area
    Worldwide
    Shift work

    Intuit

    Mountain View, CA
    2 days ago
  • $102.3k - $209.5k

     ...seeking an experienced Principal Program Manager to lead end-to-end New Product Introduction...  ...portfolio.Reporting to the Director or Senior Director of Supply Chain Operations...  ...dependent care Flexible Spending Accounts6. Pre-tax commuter and parking benefits7. 401(k) Savings... 
    Tax
    Contract work
    Temporary work
    Worldwide
    Flexible hours

    Oracle Corporation

    Santa Clara, CA
    11 hours ago
  •  ...communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500...  ...each other.CLA is currently seeking a Tax Principal or Signing Director to join one of our Northern California offices. This role... 
    Tax
    Full time

    CliftonLarsonAllen

    San Jose, CA
    11 hours ago
  •  ...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... 
    Tax
    Local area

    Confidential

    San Jose, CA
    5 days ago
  • $193.6k - $290.4k

     ...YOUR NEXT OPPORTUNITY: Senior-level leader with expertise in managing large-scale transit and rail infrastructure projects. Responsible...  ...Life Insurance ~ Disability Income Protection Insurance ~ Pre-tax Flexible Spending Plans (Health and Dependent Care) ~... 
    Tax
    For contractors
    For subcontractor
    Work at office
    Local area
    Flexible hours

    Rosendin

    San Jose, CA
    a month ago
  •  ...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

    Confidential

    San Jose, CA
    2 days ago
  •  ...system generates data that must be stored, managed, and made accessible over time. That’s...  ...leadership.Support reporting to the Board of Directors and appropriate Board committees.Monitor...  ...life, accident and disability insurance; tax-advantaged flexible spending and health... 
    Tax
    Temporary work
    Work at office
    Immediate start
    Worldwide
    Flexible hours
    Shift work

    Western Digital

    San Jose, CA
    11 hours ago
  •  ...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 Confidential
    Tax

    Confidential

    San Jose, CA
    3 days ago
  •  ...Managing Director, Major Gifts About the Company Pioneering organization advancing the Technion-Israel Institute of Technology Industry...  ...a peer in the same role to provide coordinated national coverage and will be expected to have strong ties to the local Jewish... 
    Local area

    Confidential

    San Jose, CA
    3 days ago
  • $102.3k - $209.5k

     ...and decision-making forums; produce clear, concise documentation. Manage risks, issues, and trade-offs proactively removing blockers,...  ...Health care and dependent care Flexible Spending Accounts6. Pre-tax commuter and parking benefits7. 401(k) Savings and Investment Plan... 
    Tax
    Temporary work
    Flexible hours

    Oracle Corporation

    Santa Clara, CA
    3 days ago
  • $126.2k - $264.1k

     ...defining innovation in cloud computing? As a Senior Principal Product Manager, you will have the rare opportunity to drive the vision,...  ...Health care and dependent care Flexible Spending Accounts6. Pre-tax commuter and parking benefits7. 401(k) Savings and Investment Plan... 
    Tax
    Temporary work
    Work experience placement
    Worldwide
    Flexible hours
    Shift work

    Oracle Corporation

    Santa Clara, CA
    1 day ago
  •  ...and Talent Committee (CTC) of the Board of Directors aligned with the CTC Charter, including...  ...tables, in coordination with Legal, Finance, Investor Relations, and external advisors to...  ...life, accident and disability insurance; tax-advantaged flexible spending and health savings... 
    Tax
    Full time
    Temporary work
    Remote work
    Flexible hours
    Shift work

    Sandisk

    Milpitas, CA
    16 days ago
  • $2,576 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... 
    Tax
    Hourly pay
    Full time
    Contract work
    Work at office
    Immediate start
    Shift work

    Atlas MedStaff

    Santa Clara, CA
    1 day ago
  • $310k - $390k

     ...companies, life sciences companies, and Fortune 500 businesses on sophisticated executive compensation, equity compensation, securities, tax, and transactional matters. The practice works closely with public companies, emerging growth companies, and private equity-backed... 
    Tax

    Direct Counsel

    San Jose, CA
    more than 2 months ago
  •  ...Tax DirectorWe are seeking an experienced Tax Director to join our Private Client advisory practice, specializing in tax planning and compliance for high net...  ...tax advisory services, technical review, engagement management, and team development while partnering with clients... 
    Tax
    Private practice
    Local area

    Talnt LLC

    San Jose, CA
    2 days ago
  • $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... 
    Tax
    Summer holiday
    Flexible hours

    EY

    San Jose, CA
    4 days ago
  • $160k - $240k

     ...strategic projects with operational/business/technical program management, including cross-functional initiatives.Will have the core...  ...support you and your family. From health, dental, and vision coverage to life and disability insurance, PTO, and a 401(k) with employer... 
    Permanent employment
    Full time
    Work at office

    Onto Innovation

    Milpitas, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Managing Director, Tax Investor Coverage. Be the first to apply!