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
- ...Overview We are seeking a dynamic Managing Director to lead the growth and strategic direction... ...Fridays year-round! Medical, Dental, Vision Coverage plus Flexible Spending Account and... ...coverage! Paid time off, 401k match, pre‑tax commuter benefit, paid parental leave,...TaxContract workLocal areaFlexible hours
$160k - $180k
...is helping diversify the expert voices shaping news coverage of the economy. Groundwork seeks a Managing Director of Media Engagement to serve as a senior leader... ...versed in complex economic topics such as inflation, tax policy, or labor markets; energized by translating...TaxCasual workWork at officeRemote workShift work2 days per week$250k
Job Summary:The BDO Washington National Tax (WNT) practice provides technical leadership and support to firm client service professionals... ...that is disseminated internally and externally. The Managing Director, Washington National Tax will collaborate amongst WNT professionals...Tax- ...and build a career, KPMG provides audit, tax and advisory services for organizations... ...team. KPMG is currently seeking a Managing Director to join our Accounting Methods and Credit... ...of medical and dental plans, vision coverage, disability and life insurance, 401(k)...TaxLocal area
$90k - $100k
...pay range $90,000.00/yr - $100,000.00/yr Investor Relations Associate - Washington DC (On-Site... ...Additionally, you'll be responsible for managing investor communications, onboarding, and... ...reporting, distribution notices, tax documents, and company updates. Coordinate...TaxFull timeWork at office- Company DescriptionProSidian is a Management and Operations Consulting Services Firm focusing... ...Vacation and Paid Time off (PTO) Benefits, Pre-Tax Payment Programs, Purchasing Discounts &... ...on a Pretax basis - Employee and family coverage is available with employer contribution...TaxFull timeContract workFor contractorsH1bWork at officeRemote workFlexible hours
$172k - $190k
...labor market, regulation, health policy, the environment, tax policy, retirement policy, and fiscal and monetary... ...as the organization’s annual retreat. Collaborate with Director and Associate Director to manage the staff and work of the Hamilton Project, including the...TaxWork at officeRemote workWorldwide- ...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...
- ...and build a career, KPMG provides audit, tax and advisory services for organizations... ...KPMG is currently seeking an Associate Managing Director, Data Portfolio Management to join our... ...of medical and dental plans, vision coverage, disability and life insurance, 401(k)...TaxH1bLocal area
$150k
...partner with the Chief Operating Officer (COO) in the execution and management of all hands-on operational aspects and day-to-day functions of... ...for purchaseUp to a 5% employer match DNC 401(k) planPre-tax flexible spending account benefits available to employees and dependentsTaxFull timeWork at officeFlexible hoursShift workWeekend work$250k
...quality, balance sheet quality, profitability and growth, and risk management. This role acts as the Chief Integrator for all banking... ...life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates...TaxFull timePart timeShift workNight shiftDay shift- ...reform and modernize revenue administration systems—including tax and customs administration and the collection of social security... ...World Bank and other CD providers to improve the organization and management of revenue administrations.The division also provides technical...TaxFull timeTemporary work
$165k - $300k
...focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even... ...hire an experienced Principal or Signing Director– National Exempt Tax(NExT) to join our... ...strong leadership skills and the ability to manage a team of controversy professionals;...TaxFull time$59k - $70k
...Executive Assistant & Office Manager FRESHFARM +1 more Date August... ...to and support the Executive Director with a wide range of administrative... ...employees Generous employer coverage for vision and dental $5 annual... ...3b plan (opt‑in; Roth or post‑tax) Physical & Other Requirements...TaxFull timeWork at officeLocal areaRemote workMonday to FridayAfternoon shift3 days per week$190k - $335k
...role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital, Private... ...prep process Effectively collaborates with Principals, Senior Managers, Managers, Tax Seniors, and Associates on completion of project...TaxWork at office$165k - $400k
...wealth advisory, digital, audit, tax, consulting, and outsourcing... ...a Principal or Signing Director to join our Transaction Tax practice... ...create opportunities in this role: Manage and develop relationships with... ...by private equity investor groups, family offices and strategic...TaxFull time- ...Description Job Description Vice President, Investor Relations – Family Office/Institutional... ...structures tailored to each investor's tax posture, time horizon, and capital... ...consistently reviewing and updating the senior management team on market trends, industry dynamics,...TaxWork at office
$248.1k - $400k
...*Join us and make a difference in global investor protection.****Who We Are**The Public Company... ..., and more* **Commuter benefits** – Tax-free employer subsidy and pretax employee... ...Ethics Code.**Responsibilities*** Leads and manages the PCAOB’s enterprise-wide ethics...TaxWork at officeImmediate start- ...leadership and the Board of Directors to ensure the organization’s... ...facilities, and enterprise risk management. The CFAO brings a strategic,... ...Ensure compliance with all tax reporting, regulatory requirements... ..., vendor performance and coverage/risk mitigation. Establish...TaxContract workWork at office
$280k - $325k
...siteCompany Overview:Saul Centers, Inc. is a self-managed, self-administered equity real estate... ...Recognition ProgramsReferral bonusPre-tax transportation optionsPlus more!Company... ...plan, short-term and long-term disability coverage, basic life insurance, bonus plans and...TaxFull timeTemporary workWork at office- ...AreCloud Capital is a global investment management firm founded by Hossein Fateh, the Founder... ...assets.What the Role EntailsThe Investor Relations Associate will support the Heads... ...fundraising initiatives, and direct investor coverage while coordinating closely with internal...Work at office
$112.5k - $150.5k
...Careers page. The Role in Brief: Managing Director, Research Account Management (Team Lead... ...Management Associates. ~ Support staffing, coverage, onboarding, transition planning, and... ...flexible spending account, and pre-tax commuter plans ~ Employee...TaxContract workImmediate startRemote workFlexible hours$176.97k - $303.37k
...central driver of enterprise strategy, long-range planning, investor messaging, and disciplined evaluation of strategic growth... ...corporate development, investor relations, investment banking (FIG coverage), management consulting, or senior bank operating rolesTrack record of...Full timeFlexible hours- ...you to shape your own future. KPMG is currently seeking a Managing Director in Human Capital Advisory for our Consulting practice. Responsibilities... ...includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust...Local area
$113k - $141.53k
...will lead analysis of M&A transactions and manage such transactions as appropriate. The... ...credit ratings, strategy, capital costs, and tax position for use in transaction... ...position are: medical, dental, and vision coverage, life insurance, 401(k) eligibility, and...TaxFull timeFor contractorsWork experience placementStart working todayLocal areaWorldwide$160k - $180k
...following operating divisions, Property Management, Leasing, Hospitality Group, Residential,... ...Employee Recognition ProgramsReferral bonusPre-tax transportation optionsPlus more!Essential... ..., short-term and long-term disability coverage, basic life insurance, bonus plans and...TaxTemporary workWork experience placementWork at office- Company DescriptionProSidian is a Management And Operations Consulting Services firm that focuses on providing value to clients through tailored... ...range is competitive and includes group health benefits, pre-tax employee benefits, and performance incentives. The company...TaxFull timeContract workTemporary workFor contractorsH1bWork at officeLocal areaMonday to FridayFlexible hours
$224k
...technical, builder-mindset Principal Product Manager to lead the strategy and execution of our... ...to act with minimal coordination tax. In this role, you will: Strategy... ...families, including medical, dental, and vision coverage, paid time off, an Employee Assistance...TaxShift work- ...estate, commercial & industrial, energy and tax credits, credit unions, impact banking,... ...assets and $10 billion of assets under management, with the bulk of off-balance sheet... ...ambassador of the Bank with regulators, investors, industry partners, and key stakeholders...TaxBank staffWork at officeLocal areaRemote work2 days per week
$207.5k
...and build for travelers everywhere. Director, Investor Relations Please note this role... ...~ Partner closely with executive management and cross-functional stakeholders to ensure... ...including medical, dental, and vision coverage, paid time off, an Employee Assistance...Work at officeFlexible hours
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