Tax Senior

The Assistant Vice President - Tax Credit Investments, Deal Origination supports the sourcing, evaluation, structuring, and execution of renewable energy tax credit transactions. Working closely with the VP - Tax Credit Investments, Deal Origination and EVP of Tax Credit Investments, this role helps manage supplier-side transaction pipelines, coordinates due diligence efforts, supports sponsor and advisor relationships, and assists in driving transactions from initial evaluation through closing. Duties and Responsibilities Support the sourcing, evaluation, and execution of tax credit transactions, with a primary focus on tax credit transfer transactions. Assist in managing relationships with renewable energy developers, sponsors, advisors, and other transaction counterparties. Review financial, commercial, legal, tax, and technical diligence materials related to prospective transactions. Coordinate internal and external diligence workstreams to lead transaction execution and closing. Prepare transaction documents, investment memoranda, presentations, and other materials for management and investor review. Lead transaction preparation, structuring, pricing analysis, financial modeling and serve as the primary lead on deal closings with help from an assigned Associate. Monitor transaction pipelines, maintain reporting, and communicate status updates to internal stakeholders. Identify opportunities to improve transaction processes, reporting, and operational efficiency. Serve as the TCI leader in credit transfer transactions and keep the team and company on the forefront of the market and policy. Support broader Tax Credit Investment initiatives and special projects. Other duties as assigned. Minimum Education, Skills and Qualifications Bachelor's degree in Accounting, Finance, Economics, Business, or a related field preferred. An equivalent combination of education and relevant experience may be considered in lieu of a college degree. Four or more years of experience in renewable energy finance, project finance, tax credits, investment banking, corporate finance, or a related field. Direct experience in leading or supporting closing tax credit transfer transactions. Advanced financial modeling (including DCF) and analytical skills, persistent attention to detail. Effective verbal and written communication skills. Demonstrated ability to successfully assign and manage workflows in pursuit of achieving critical deadlines. Advanced MS Excel experience and proficiency with other MS Office products, including PowerPoint, Word and CoPilot. Proven competency with other Ai and automation software such as Monday.com and Anthropic/Claude a plus. Ability to manage multiple projects and deadlines in a fast-paced environment. Self-starter with a strong sense of ownership and accountability. Ability to collaborate effectively with internal and external stakeholders. Position Routinely Interfaces With Renewable energy developers, project sponsors, tax credit buyers External advisors and transaction counterparties Corporate and bank investors Legal, accounting, tax, insurers, and technical consultants KeyState executive management and Tax Credit Investment team members Compensation KeyState offers a competitive compensation structure designed to reward performance, long-term relationship development, and growth. Compensation includes: Performance-based incentive opportunities. Comprehensive benefits include health, dental, vision, and retirement plan. Total compensation is commensurate with experience, education and qualifications. This position may work from any of KeyState's offices located in Las Vegas, NV; Denver, CO; or San Francisco, CA, or may potentially work remotely. Occasional business travel required. At KeyState, we value all employees and job candidates as unique individuals, and we welcome the variety of experiences they bring to our company. As such, we have a strict non-discrimination policy. We believe everyone should be treated equally regardless of race, sex, gender identification, sexual orientation, national origin, native language, religion, age, disability, marital status, citizenship, genetic information, pregnancy, or any other characteristic protected by law. Founded in 1991, KeyState is a rapidly growing, privately held financial services firm specializing in providing tax-advantaged investments to community banks. With over $18 billion in assets under management, KeyState has managed investment subsidiaries for community banks for over 35 years. Since launching its captive management practice in 2008, KeyState has formed and managed captives for over 100 companies across the U.S. In 2019, KeyState launched a renewable energy tax credit investment platform for community banks. KeyState helps community banks source, underwrite, and manage tax credit investments. To date, KeyState has raised and deployed approximately $1 billion in tax credit capital for community banks, financing over 200 renewable energy projects across the U.S. #J-18808-Ljbffr