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

Managing Director, Tax Credit Advisory

Crux

We’re supercharging the clean economy Crux is the capital markets platform changing the way clean energy and manufacturing projects are financed in the U.S. Crux’s platform, market intelligence, and expert team help developers and manufacturers unlock financing through all stages of project development and operation. Our team of 85+ is composed of experts in energy, tax, finance, government, and technology. We have raised $77 million in capital from some of the best investors, including Andreessen Horowitz, Lowercarbon Capital, New System Ventures, Overture, Ardent Venture Partners, QED, Canapi, and others. These funds are joined by strategic investors including Pattern Energy, Clearway Energy, EDF Renewables, Intersect Power, LS Power, Orsted, Hartree Partners, Liberty Mutual Strategic Ventures, MassMutual Ventures, and OMERS Ventures. An inflection point in American energy and manufacturing Energy demand is growing for the first time in 20 years, driven by surging manufacturing, transportation, electrification, and data centers. Simultaneously, hundreds of billions of dollars are being invested in domestic supply chains for critical minerals and components. Developers and manufacturers will require trillions of dollars in capital to meet growing needs. Prior to Crux, the capital markets supporting this transformation was opaque, fragmented, and complex. At Crux, we recognized the missing infrastructure: a central capital markets platform designed specifically for the next century of American energy and industry. By connecting counterparties, providing market intelligence, and streamlining transactions, we unlock faster decision making, lower cost of capital, and accelerated investment. We are scaling quickly and looking for team members who are eager to combine technical excellence with an AI- and tech-forward mindset. The Opportunity We are adding a Managing Director, Tax Credit Advisory to our Commercial team to rapidly scale our network of buyers, and execute more transactions. What you'll do Lead the early review of potential renewable tax credit transactions, assess completeness of the underwriting package. Collaborate with project developers to gather necessary information and documentation. Oversee the production of and evaluate diligence memorandums for clean energy tax credits to ensure compliance with regulations, including eligibility criteria, prevailing wage & apprenticeship requirements, etc. Responsible for maintaining an extensive level of knowledge of transaction structuring, clean energy tax credit industry rules and regulations to inform underwriting decisions. Formulate standard, comprehensive underwriting policies by credit type. Build and scale a high-performing team of underwriting principals and senior managers to support growing transaction volume. Mentor and develop junior talent, fostering a culture of excellence, continuous learning, and deep subject matter expertise. Develop and lead initiatives to improve the underwriting process, including leveraging technology and tools, in collaboration with internal teams such as product engineering, legal, marketing Analyze financial, technical and legal documents and project feasibility to determine credit eligibility. Review tax credit insurance policies to ensure adequate risk mitigation. Conduct risk assessments to identify potential issues with credit claims. Prepare detailed reports and recommendations for approval or denial of credits. Contribute to the development of long-term client relationships with tax and finance leaders at the largest F250 tax credit buyers Build net new relationships for Crux through conferences, networking, outreach, our extensive partnerships, and inbound Be a trusted expert in the market by speaking on webinars, on panels at conferences, and more What you bring 14+ years of experience in financial services, renewable energy, or comparable experience Renewable energy project finance, banking or Big 4 background preferred Strong understanding of the Inflation Reduction Act, related IRS tax codes, renewable energy industry, underwriting, and risk management Detail oriented with strong organizational, time management and prioritization skills Detailed knowledge of critical aspects of renewable energy project underwriting, including equipment and performance review as well as a baseline understanding of U.S. energy markets including regulatory structures, physical and synthetic forms of power agreements and derivatives, as well as renewables-focused regional incentives. Well-developed analytical skills which includes the ability to simplify and distill complex problems and issues. Effective listener and advanced communication skills, both oral and written. Project management experience, desire to build out a new initiative, lead a team at a growing company Team-oriented, ability to collaborate across multiple internal and external groups, spanning both commercial teams and technology teams Unrivaled relationship building skills; you build trust quickly and communicate clearly Excited about the idea of a rapid-growth environment with a lot of autonomy, flexibility You’re not afraid to roll-up your sleeves and build things yourself Willing to travel, 25% Contribute to and help build team culture FINRA SIE, Series 79 and 63 required or willingness to obtain under Crux’s broker-dealer sponsorship What we bring Backing, traction & brand : We have raised $77 million in capital from some of the best venture and strategic investors, including Andreessen Horowitz, Lowercarbon Capital, New System Ventures, Ardent Venture Partners, Pattern, Clearway, EDFR, Intersect, LS Power, Orsted, Hartree Partners, Liberty Mutual Strategic Ventures, MassMutual Ventures, and OMERS Ventures. Have been profitable and are growing exponentially We have closed over 130+ transactions in just the last 2 years, facilitating billions of dollars of capital flowing into renewables projects Culture & working dynamic Remote-first operating model : Work from anywhere in the US and Canada, or work out of our optional offices in DC (open), NYC (opening Q1’26). Optional co-working opportunities with co-workers in Bay Area, Seattle, Denver, Boston, LA, and beyond. High growth & high ownership culture : We grow quickly by giving extremely talented people a lot of responsibility. Best of financial services & technology : We have brought together a team that are experts in clean energy finance, and the best technologies. Use your expertise while getting to be on the cutting edge of applying AI to your day and your clients’ experience. Regular team offsites : We sustain culture by bringing the entire company together 3 times a year. Individual teams may also meet up more frequently. Benefits Healthcare : We cover 100% of premiums for employees with a variety of plans on Aetna (nationwide) and Kaiser (WA and California) and subsidize 70% for dependents (total as a group), if relevant. Dental & vision : We cover 100% of premiums for employees and 50% for dependents (each), if relevant. Holidays : 10 company holidays per year. Paid time off : 20 days per year. 401k : We support a 401k account but don't have a matching program set up at this time (typical for an early-stage startup). Parental leave : 16 weeks for birthing parents and 12 weeks for non-birthing parents. Compensation : Total cash compensation : $500,000s - $700,000s, depending on years of exp. & revenue scope, not inclusive of equity value. Opportunity to exceed bonus targets based on team and individual performance. Stock options in a rapidly growing company. Our values Care for each other: We want to work on a team where people support each other - in their growth, in their work, and towards our shared mission. When we do that, we have fun. Build and improve rapidly: We move quickly. To do that, we focus, consistently ask ourselves if we are prioritizing the right things, and execute them as best as possible. Focus unremittingly on customers: Our first obligation is to our customers and partners, and we keep their needs front and center in everything we do. Demonstrate ownership: We are all owners of Crux. This is our team, our company, our product and we show that to each other. Convene a team that reflects the breadth of experiences in the country: We’re building a team with a wide range of backgrounds and a culture where everyone can thrive. We provide equal employment opportunities to all applicants without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by law. #J-18808-Ljbffr Crux

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Managing Director, Tax Credit Advisory in New York, NY vacancy
  •  ...infrastructure with solutions across advisory, investments, technology, and intelligence...  ...5+ is composed of experts in energy, tax, finance, government, and technology....  .... The Opportunity We are adding a Managing Director, Tax Credit Advisory to our Commercial team to... 
    Tax
    Apprenticeship
    Remote work

    Crux Climate Inc.

    New York, NY
    3 days ago
  •  ...Managing Director, Transaction Advisory Services At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy...  ...equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions... 
    Tax
    Interim role
    Work at office
    Relocation

    Portage Point Partners

    New York, NY
    5 days ago
  •  ...Consulting provides the highest quality advisory consulting services to its clients by...  ...valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies...  ...growth & career trajectory The Managing Director of Accounting Advisory position has primary... 
    Tax
    Work at office
    Local area

    Centri Business Consulting, LLC

    New York, NY
    4 days ago
  •  ...Managing Director, Investment Banking & Consulting - Accounting & Tax Practice MarshBerry is growing! We are seeking a Managing...  ...buy-side accounting and tax M&A advisory engagements, including...  ...realize their value. Our clients credit us for providing the vision, tools... 
    Tax
    Work at office
    Flexible hours
    Night shift

    MarshBerry

    New York, NY
    2 days ago
  • $201.81k - $382.6k

     ...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage...  ...for you! What you'll do: Provide leadership, management and strategic direction with a focus on providing an exceptional... 
    Tax
    Local area
    Worldwide

    Baker Tilly

    New York, NY
    1 day ago
  • $191.26k - $362.6k

     ...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients...  ...joining Baker Tilly LLP (BT) as a Tax Managing Director in our Commercial Services practice...  ..., research and development along with credits and incentives areas Overseeing tax... 
    Tax
    Local area
    Worldwide

    Baker Tilly

    New York, NY
    1 day ago
  • $200k - $250k

    Meaden & Moore is seeking a Tax Vice President for the Personal Tax Advisory Group. This position focuses on managing client relationships for high-net-worth individuals in Akron, Cleveland, or Wooster, Ohio. The ideal candidate has a CPA, at least 15 years of experience... 
    Tax

    Jobleads-US

    Brooklyn, NY
    1 day ago
  • $250k - $300k

     ...Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®....  ...across three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital....  ...: We are seeking an accomplished Tax Managing Director to lead the tax function for our Alternative... 
    Tax
    Permanent employment

    Blue Owl

    New York, NY
    4 days ago
  • $200k - $250k

     ...accommodation or an alternative application process. Tax Vice President - Personal Tax Advisory Group Akron, OH, US 30+ days ago Requisition ID: 1035...  ...specialist and advisor and is responsible for top‑level management of client relationships and tax engagements for high‑... 
    Tax
    Work at office

    Jobleads-US

    Brooklyn, NY
    2 days ago
  •  ...Description J.P. Morgan Asset & Wealth Management delivers industry-leading investment...  ...realize their goals. J.P. Morgan Private Advisory is a cross-disciplinary group of over 100...  ...Private Bank and the firm—including legal, tax, human resources, and investment specialists... 
    Tax
    Work experience placement
    Bank staff
    Work at office

    J.P. Morgan

    New York, NY
    4 days ago
  • A clean economy platform is seeking a Principal, Tax Credit Advisory to join their Commercial team. This role involves leading renewable tax credit transactions, collaborating with project developers, and enhancing underwriting processes. Candidates should have over 8 years... 
    Tax
    Remote work

    Crux

    New York, NY
    3 days ago
  • $100k - $130k

    Meaden- is hiring a Tax Manager for its Personal Tax Advisory Group located in Northeast, Ohio (Cleveland, Akron, or Wooster). This position requires developing a comprehensive knowledge of tax laws, providing client advice, and managing tax return projects. The ideal candidate... 
    Tax

    Meaden-

    Brooklyn, NY
    3 days ago
  • The client is a leading private credit manager with a global investment platform and a strong track...  ...working within Big 4 audit, accounting advisory, transaction services, or within the...  ...professionals, legal teams, structuring, tax, and senior finance stakeholders across... 
    Tax

    Mondrian Alpha

    New York, NY
    5 days ago
  •  ...services provider is seeking an Entry Level candidate for the Advisory | Accounting | Audit | Tax | Payroll role. Responsibilities include understanding...  ...statements. Candidates must have completed over 90 credit hours in Accounting or Finance and passed their ACCA, CPA... 
    Tax
    Full time
    Worldwide

    ITC Worldwide

    New York, NY
    3 days ago
  • $250k - $300k

    Blue Owl Capital Holdings LLC in New York is seeking a Tax Managing Director to lead the tax function for our Alternative Credit business, managing day-to-day operations and ensuring tax efficiency and compliance. Key responsibilities include developing tax strategies,... 
    Tax

    Blue Owl Capital Holdings LLC

    New York, NY
    1 day ago
  •  ...range of services encompassing tax, accounting, finance, payroll...  ...resources, technology, and advisory. Our expert team consists of...  ...reports directly to the Executive Management Committee. Key...  ...a very growing firm. R&D tax credits is key! Can be remote... 
    Tax
    Work at office
    Remote work
    Flexible hours

    RightWorks Inc

    New York, NY
    2 days ago
  •  ...Vice President, Structured Lending Credit Advisory At BNY, our culture allows us to run our company better and enables employees' growth...  ...pillars, supporting sustainable growth and sound risk management. Partner with cross-functional teams to embed credit advisory... 
    Worldwide
    Flexible hours

    BNY

    New York, NY
    1 day ago
  • $135.7k - $151.67k

     ...Managing Director of Financial Planning & Analysis (Remote)# Managing Director of Financial Planning...  ...and report compliance with line of credit covenants.People Management and Leadership...  ...Employee Assistance Program (EAP).* Pre-Tax Medical Support: Significant pre-tax employer... 
    Tax
    Full time
    Work at office
    Immediate start
    Remote work
    Flexible hours

    Reading Partners

    New York, NY
    4 days ago
  • $69k - $200k

     ...member for the role of Vice President, Structured Lending Credit Advisory to join our Banking team. This role is located in New York,...  ...strategic pillars, supporting sustainable growth and sound risk management. Partner with cross-functional teams to embed credit... 
    Temporary work
    Worldwide
    Flexible hours

    BNY Mellon

    New York, NY
    4 days ago
  •  ...President on the Infrastructure Finance and Advisory team you will originate, structure and...  ...their strategic, financial and risk management objectives. Responsibilities Lead...  ...diligence, consultant management and leading credit ratings processes Oversee the... 
    Contract work

    J.P. Morgan

    New York, NY
    4 days ago
  • $69k - $200k

     ...member for the role of Vice President, Structured Lending Credit Advisory to join our Banking team. This role is located in New York,...  ...strategic pillars, supporting sustainable growth and sound risk management. Partner with cross-functional teams to embed credit... 
    Temporary work
    Worldwide
    Flexible hours

    BNY Mellon

    New York, NY
    4 days ago
  • $69k - $200k

     ...member for the role of Vice President, Structured Lending Credit Advisory to join our Banking team. This role is located in New York,...  ...strategic pillars, supporting sustainable growth and sound risk management. Partner with cross‑functional teams to embed credit... 
    Temporary work
    Worldwide
    Flexible hours

    BNY

    New York, NY
    4 days ago
  •  ...tremendous opportunity for a Senior Tax Accountant to play a key role on our Small Business Advisory (SBA) team in Wilmington,...  ...written conclusions. Effectively manage and schedule deadlines. Assist...  ...degree in accounting with 150 credit hours that qualify toward pursuit... 
    Tax
    Summer work
    Work at office
    Local area
    Monday to Friday
    Monday to Thursday

    The Bonadio Group

    New York, NY
    3 days ago
  •  ...Goldman Sachs Group, Inc. is seeking a Tax, Planning & Advisory Senior Counsel, Vice President in New York City. The role focuses on strategic...  ...with various teams on fund structuring and tax risk management. Qualifications include a Juris Doctorate and 10-15+ years... 
    Tax

    Goldman Sachs Group, Inc.

    New York, NY
    4 days ago
  •  ...in the clean energy transition. Job Overview The Managing Director, CDIG will help lead NYGB's community-development real-estate...  ...private capital and may include leveraging Low-Income Housing Tax Credits (LIHTC), New Markets Tax Credits (NMTC), Opportunity-Zone... 
    Tax
    Local area

    New York State Energy Research

    New York, NY
    1 day ago
  • $90k - $130k

     ...-service national accounting, advisory and consulting firm with opportunities...  ...is looking for talented Tax professionals at the Senior...  ...green construction deductions and credits A Weaver Senior Associate...  ...communicates effectively, and manages multiple concurrent... 
    Tax
    Flexible hours

    Weaver

    New York, NY
    4 days ago
  •  ...Vice President, Portfolio & Wealth Advisory About the Company Prominent financial services firm specializing in investment management, research & trading services Industry...  ...and proficiency in portfolio management, tax efficiency strategies, and alternative investments... 
    Tax

    Confidential

    New York, NY
    1 day ago
  • $70 - $100 per hour

     ...experienced in personal finance, budgeting, tax preparation, bookkeeping, consumer...  ...Review consumer finance scenarios involving credit card comparisons, rewards structures, billing...  ..., tax preparation, bookkeeping, wealth advisory, financial coaching, accounting support,... 
    Tax
    Remote job
    Hourly pay
    Weekly pay
    Job sharing
    Contract work
    Part time
    For contractors
    Flexible hours

    24-MAG

    New York, NY
    4 days ago
  •  ...Bankruptcy And Restructuring Services Managing Director At EisnerAmper, we look for individuals...  ...Managing Director will lead complex advisory engagements and drive strategic outcomes...  ...EisnerAmper is one of the largest accounting, tax, and business advisory firms, with... 
    Tax
    Local area

    EisnerAmper

    New York, NY
    2 days ago
  • $100k - $200k

     ...Technical Accounting Advisory Leader To complement its existing Transaction Advisory...  ...Transaction Advisory Services, Tax and Valuations. We are seeking a high...  ...with a clear career progression path to Director and on to Managing Director on an accelerated basis. Day... 
    Tax
    Work at office

    Kroll

    New York, NY
    5 days ago

Do you want to receive more vacancies?

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