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
$105k - $125k
...$105,000 - $125,000/year Integrated Tax Services Help Shape What's Next.... ...Integrated Tax Services is seeking a Managing Director to lead and grow our specialized tax and... ...opportunities ~ Medical, dental, and vision coverage ~401(k) with company match ~ Paid...Tax$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... ...well-versed in wonky economic topics like inflation, tax policy, or labor markets, and are energized by translating...TaxFull timeCasual workWork at officeLocal areaRemote workShift work2 days per week- Overview We are seeking a dynamic Managing Director to lead the growth and strategic direction of... ...year-round! Medical, Dental, Vision Coverage plus Flexible Spending Account and other... ...coverage! Paid time off, 401k match, pre‑tax commuter benefit, paid parental leave,...TaxContract workLocal areaFlexible hours
$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- ...Vice President, Investor Relations – Family Office/InstitutionalWe are seeking a highly skilled... ...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
- ...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
- ...Managing Director, SEC Services GroupYour Journey at Crowe Starts Here:At Crowe, you can build a meaningful and rewarding career. With real flexibility... ...innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in...TaxWork 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
- ...transform lives.The Executive Director serves as the executive... ...completion of annual audits, tax filings, and other required financial... ...appropriate insurance coverage, including workers' compensation... ...compensation practices, performance management, employee relations, training...TaxFor contractorsWork at officeLocal areaFlexible hoursAfternoon shift
$725 per month
...application costs, up to $725, less applicable taxes and withholding, for qualified... ...to a private vehicle for business use. Management/Decision Making Uses strong analytic skills... ...or night work if needed to ensure shift coverage On-Call on an as needed basis Possible exposure...TaxHourly payFull timeTemporary workPart timeLocal areaFlexible hoursShift workNight shiftAfternoon shift$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...Tax16 hoursWork at officeRemote workWorldwide$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- ...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...
$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...TaxPart time- .... Make recommendations to the Project Manager / Executive Chef for changes in service,... ...benefit program which features: Health coverage for you and your family through Medical,... ...matching up to 3% of your contribution. Tax advantages through Flexible Spending and...TaxFull timeTemporary workFor contractorsFor subcontractorImmediate startFlexible hours
$110k - $140k
...society. We seek an Executive Director who will help advance the... ...organization that supplies financial management services, monthly expense and... ...reports, an insurance coverage program, and a comprehensive... ...FCNY for the benefit of AGS are tax-deductible to the full extent...TaxFull time$155.72k - $224.92k
...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.... ...expenses by setting aside pre-tax money. It's a smart way to manage...TaxFull timeTemporary workPart timeLocal areaFlexible hoursShift work- ...build a career, KPMG provides audit, tax and advisory services for... ....KPMG is currently seeking a Senior Director, Data Portfolio Management to join our Digital Nexus organization... ...of medical and dental plans, vision coverage, disability and life insurance, 401(...TaxH1bLocal area
$230.83k - $302.98k
...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage... ...tax practice operations, engagement lifecycle, and tax quality management frameworks ~ Experience designing and implementing quality...TaxFull timeLocal areaWorldwide- ...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
- ...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
$75k - $80k
...Assistant to the CEO (Senior Manager level) The Executive Assistant... ...Senior Manager and Associate Director levels; candidates are being... ...flexible spending account, and pre-tax commuter plans ~ Employee... ...~ Fertility treatment coverage and adoption or surrogacy assistance...TaxWork at officeImmediate startFlexible hoursShift work3 days per week$97.5k - $209.5k
...Job Description Works with management and stakeholders to align priorities and goals using... ...and Oracle commitments to ensure optimal coverage and response to key customer needs, minimizing... ...care Flexible Spending Accounts # Pre-tax commuter and parking benefits #401(k)...TaxTemporary workImmediate startFlexible hoursShift work$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$100k - $125k
...Key Responsibilities Executive & Calendar Management Own and manage a highly dynamic executive... ...and beyond. From comprehensive health coverage to professional development support and meaningful... .... Financial Benefits 401(k) Plan for pre-tax retirement contributions. Work-from-home...TaxFull timeTemporary workSeasonal workWork at officeLocal areaWork from homeFlexible hoursShift workWeekend workDay shiftAfternoon shiftEarly shift$2,000 per month
...Social Worker (Maternity Leave Coverage) Position Type: Temporary/Full-Time Reports to: Director of Special Education Services Start... ...learning. Have excellent time-management skills, attention to detail,... ...and health savings plans, pre-tax deduction for Metro, bike racks...TaxFull timeTemporary workSummer workImmediate start- ...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$166.5k - $225.2k
...Description Elevate Amazon's Property Tax Strategy with Technology and Strategic Leadership... ...an innovative Property Tax Senior Manager to drive transformative tax management... ...Accounts, Adoption and Surrogacy Reimbursement coverage), 401(k) matching, paid time off, and...TaxLocal areaFlexible hours
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