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
$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 weekThe Groundwork Collaborative
Washington DC3 days ago$251.08k - $366.9k
...issues to agency programs upon request of Directors and Managers. Participate in individual program... ...: • Medical, Dental, & Vision coverage available for employees and eligible family... ...to 6% employer contributions, and pre-tax/Roth available • Access to Employee Assistance...TaxFull timeLocal areaValley Cities Behavioral Health Care
Washington DC13 days ago- ...Managing Director, AI Solutions Architecture About the Company Provider of specialized finance solutions for businesses & individuals across... ...Services Financial Advisers Management Services Tax Law Property Appraisal Automation Software CFO Services...TaxInterim role
$295k - $300k
...Reporting to the Board of Directors, the Chief Executive Officer... ...discipline, enterprise risk management, and Board-level financial visibility... ...options with prescription coverage, including an employer-paid employee... ...in a supplemental tax-deferred 457(b) plan. Additional...TaxFull timeLocal areaImmediate startRelocationRelocation packageFlexible hoursShift workScion Executive Search
Washington DC1 day ago$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- ...happen. We’rea boutique tactical asset manager with a differentiated product that... ...is Built to Conquer Risk ®. Summary As Director of Investor Relations , you'll sit at the intersection... ...as the trusted voice behind Potomac's tax-loss harvesting, direct indexing, and hedge...TaxFull timeWork at office
$100k - $120k
...initiatives, leadership meetings, and Board management. Gain exposure to influential leaders... ...00–$120,000 annually Outstanding medical coverage: Employer pays 97.5% of employee health insurance... ...: Retirement plan with employer match, tax-advantaged flexible spending accounts,...TaxFull timeTemporary workLocal areaFlexible hoursAnother Source
Washington DC2 days ago- ...Managing Director, Head of Portfolio Implementation About the Company Premier investment management firm Industry Financial Services... ...wealth advisory retirement planning estate planning tax planning business planning divorce planning asset...Tax
- ...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...
$92k - $102k
...Development Officer (Associate Director level) The Chief of Staff to... ...is posted at both the Senior Manager and Associate Director levels;... ...needs and ensure appropriate coverage for executive events, lunches,... ...flexible spending account, and pre-tax commuter plans Employee...TaxWork at officeImmediate startFlexible hours3 days per weekEAB
Washington DC4 days ago- ...dedicated reporters and editors, shaping engaging newsletters across tax, legal, government, and business beats. This leadership role... ...daily flows, coordinate with the wider newsroom, and drive coverage decisions with data-informed #J-18808-Ljbffr Bloomberg Industry...Tax
- ...Managing Director, Wealth Strategy About the Company Offers family office services and sophisticated estate and wealth planning for high... ...designation, and at least 10 years of relevant experience in estate and tax planning, or fiduciary and trust planning and administration....TaxWork at office
- ...Managing Director, AI Strategy & Readiness About the Company Provider of specialized finance solutions for businesses & individuals across... ...Services Financial Advisers Management Services Tax Law Property Appraisal Automation Software CFO Services...TaxInterim roleWork at office
$98k - $153k
...Position summary The Principal Product Manager’s purpose is to work collaboratively with... ...Perks working with Nava Health coverage — comprehensive medical, dental, and vision... ...Nava team Commuter benefits — pre-tax commuter programs to support in-office travel...TaxFull timeContract workTemporary workFor contractorsWork at officeLocal areaRemote workHome officeVisa sponsorshipFlexible hours- ...Managing Director, Individual Tax & Strategy Services About the Company Integrated professional services platform Industry Information Technology and Services Type Privately Held Founded 2022 Employees 51-200 Specialties outsourced cfo &...TaxWork at office
$130k - $185k
...Staff is to lead, develop and manage associate veterinarians in their... ...needs. Partner with the Director of Veterinary Quality and Talent... ...option to purchase additional coverage for extra peace of mind. Company... ...expenses by setting aside pre-tax money. Health Savings Account...TaxFull timeTemporary workPart timeLocal areaFlexible hoursShift work$75 per hour
...about intelligence, risk analysis, threat management, executive protection, security... ...direct support of the client's protective coverage Independently develop and lead advance... ...Account (FSA): Employees can set aside pre-tax dollars in a medical FSA to cover eligible...TaxFull timeCurrently hiringLocal areaHome officeFlexible hoursShift workNight shiftWeekend workEarly shiftConcentric
Washington DC5 days ago$250k
...client is a boutique RIA and investment manager with a clear purpose to scale their operations... ...and business partner to the Board, Investors and CIO. You will turn broad business goals... ...forecasting, cash flow, profitability, audits, tax and controls. Deliver timely analysis...TaxFull timeJohn Evans Recruiting
Washington DC1 day ago- 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
Prosidian Consultng
Washington DC2 days ago $85k - $90k
...under the direction of the Accounting Manager, works collaboratively to manage financial... ...statements and other owner and investor requests. The Senior Property Accountant... ...insurance; Life Insurance; Prescription coverage ~ Tax-Advantaged Spending Accounts (HSA or FSA...TaxFull timeKETTLER
Washington DC2 days ago$180k - $220k
...Chase Trust is a privately owned investment management firm headquartered in the Washington, D.C... ...Work closely with clients' attorneys and tax advisors to ensure trust appointments and... ..., short-term and long-term disability coverage, basic life insurance, bonus plans and more...TaxFull timeTemporary workSaul Centers
Bethesda, MD2 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, ECC Contracts (Federal) to join our... ...variety of medical and dental plans, vision coverage, disability and life insurance, 401(k)...TaxContract workH1bWork at officeLocal areaKPMG
McLean, VA4 days ago$380k
...own future.KPMG is currently seeking a Managing Director to lead our U.S. Pricing & Commercial Enablement... ..., working across our Audit, Tax and Advisory functions to accelerate the... ...variety of medical and dental plans, vision coverage, disability and life insurance, 401(k)...TaxLocal areaImmediate startShift workKPMG
McLean, VA2 days ago- ...great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important... ...future as we are, join our team. KPMG is currently seeking a Managing Director to join our Accounting Methods and Credit Services practice....TaxLocal area
KPMG
McLean, VA1 day ago - ...Cloud Capital is a global investment management firm founded by Hossein Fateh, the Founder... ...assets. What the Role Entails The Investor Relations Associate will support the Heads... ...initiatives, and direct investor coverage while coordinating closely with internal...Work at office
Cloud Capital
Washington DC2 days ago - ...asset value. Establish effective asset management and operations and maintenance practices... ...risks. Represent the business with investors, lenders, utilities, public officials, community... .... Experience with project finance, tax equity, acquisitions, and institutional...TaxFor contractorsLocal area
LinkedIn
Washington DC2 days ago $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 officeB.F. Saul Company
Bethesda, MD3 days ago$275k - $375k
...Job Description Korn Ferry is conducting a search for a Vice President & Managing Director, Government Relations to lead the government affairs function for a privately held, multibillion-dollar transportation and distribution enterprise. This executive will...Local areaKorn Ferry
Washington DC2 days ago$195k - $225k
...oriented Vice President, Finance to manage the association's day-to-day... ...reporting, audit, and tax processes, while overseeing a... ...evaluate the performance of the Director of Finance and Accounting Manager... ...environment, comprehensive health coverage, a retirement plan, generous...TaxWork at officeAmerican Council of Engineering Companies (ACEC)
Washington DC1 day ago- ...Fund Administration: Investor Services - Consultant CFGI, founded in 2000, is a dynamic... ...lifecycle and be deployed where coverage is needed most, potentially on short notice... ...into Salesforce, ensuring accuracy through Manager-level approval. Investor Document...Flexible hoursShift work
CFGI
Washington DCa month ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Managing Director, Tax Investor Coverage. Be the first to apply!
- senior executive director Washington DC
- assistant to the executive director Washington DC
- chief executive officer ceo Washington DC
- executive assistant to president Washington DC
- chief philanthropy officer Washington DC
- chairman Washington DC
- bank executive Washington DC
- executive search company Washington DC
- nonprofit board member Washington DC
- senior manager executive compensation Washington DC