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

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
Confidential
Vacancy posted 17 hours ago
Similar jobs that could be interesting for youBased on the Managing Director, Tax Investor Coverage in Philadelphia, PA vacancy
  • $229.24k

     ...shape your own future. KPMG is currently seeking a Managing Director to join our Business Tax Services practice.Responsibilities:Play a key role in...  ...includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust... 
    Tax
    Private practice
    Local area

    KPMG

    Philadelphia, PA
    6 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 to join our Enterprise Contracting...  ...variety of medical and dental plans, vision coverage, disability and life insurance, 401(k)... 
    Tax
    Contract work
    H1b
    Local area

    KPMG

    Philadelphia, PA
    3 days ago
  • $92.82k - $109.2k

     ...providing accounting, administration and investor servicing to investment companies and advisers...  ...information provided for audit and tax reviews, documentation and set-up of the...  ...portfolio accounting and the investment management industry- Excellent verbal and written communication... 
    Tax
    Full time
    Work at office
    Local area
    3 days per week

    US Bank

    Philadelphia, PA
    5 days ago
  • $207.9k - $283.2k

     ...are ready to listen, share ideas, and help you succeed. This Managing Director role is responsible for expanding Armanino’s Valuation and Financial...  ...financial modeling matters, including financial reporting, tax planning, transaction support, litigation support, strategic... 
    Tax
    Full time
    Contract work
    Local area
    Flexible hours

    Armanino

    Philadelphia, PA
    3 days ago
  •  ...DescriptionRPM Partners () is seeking a Managing Director with deep automotive and manufacturing...  ...EisnerAmper is one of the largest accounting, tax, and business advisory firms, with...  ..., financial professionals, bankers, investors, and key stakeholders who serve these clients... 
    Tax
    Full time
    Local area

    EisnerAmper

    Philadelphia, PA
    3 days ago
  •  ...Executive Director, Southeast Pennsylvania Behavioral Health & Integrated...  ..., negotiation, and change-management skills, along with the...  ...medical, dental, and vision coverage, plus access to healthcare advocacy...  ....Retirement plan -- both pre-tax and Roth (after-tax) options... 
    Tax
    Contract work

    Merakey

    Philadelphia, PA
    3 days ago
  •  ...nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers...  ...experienceMust have active CPA or equivalent certificationAbility to manage deadlines, work on multiple assignments and prioritize each... 
    Tax

    CBIZ

    Philadelphia, PA
    2 days ago
  • Job Summary:The ASC 740 Managing Director is responsible for leading the delivery of income tax accounting and reporting services in accordance with ASC 740 for a diverse client base, overseeing complex tax provision engagements, providing technical guidance on income tax... 
    Tax
    Work at office

    BDO International

    Philadelphia, PA
    5 days ago
  •  ...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... 

    Confidential

    Philadelphia, PA
    3 days ago
  • $110.91k - $150k

     ..., and much more.Posted Job TitleManaging Director, Development, Lurie Autism Institute (LAI...  ...Description SummaryPosition OverviewThe Managing Director will serve as the dedicated fundraising...  ...and dependent care expenses with pre-tax dollars.* Tuition: Take advantage of Penn... 
    Tax
    Temporary work
    Work experience placement
    Local area
    Work from home
    Flexible hours

    University of Pennsylvania

    Philadelphia, PA
    4 days ago
  • $140k - $210k

     ...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... 
    Tax
    Full time
    Temporary work
    Part time
    Local area
    Flexible hours
    Shift work

    Banfield

    Philadelphia, PA
    4 days ago
  •  ...financial planning, banking, investments, tax and wealth transfer strategiesTrain,...  ...financial transaction processing and asset management. We offer a competitive total rewards...  ...benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement... 
    Tax
    Local area

    JP Morgan Chase

    Philadelphia, PA
    3 days ago
  • $110k - $140k

     ...is searching for an Executive Director of Gift Planning. Become a...  ...Full medical, dental, vision coverage Paid time off 12 Paid Holidays...  .... The Executive Director manages a portfolio of approximately 5...  ...planning, estate planning, tax-advantaged philanthropy, life-... 
    Tax
    Full time
    Work at office
    Remote work
    Afternoon shift

    Temple University

    Philadelphia, PA
    4 days ago
  •  ...LLP, a large multi-practice and industry leader in the insurance coverage space, is seeking an attorney to join its Insurance Coverage...  ...Shots Bar Membership Dues Paid CLEs Vacation, Sick and Personal Time Pre-Tax Transportation Benefit Vision Insurance
    Tax
    Temporary work
    Work at office
    Flexible hours

    White & Williams

    Philadelphia, PA
    4 days ago
  •  ...Job DescriptionPosition Summary This position is responsible for managing a large project team/multiple project teams, or multiple small...  ...voluntary life insurance Disability income protection insurance Pre-tax flexible spending plans (health and dependent care) Paid... 
    Tax
    For contractors
    Work at office
    Immediate start
    Flexible hours

    Southland Industries

    Philadelphia, PA
    5 days ago
  •  ...Executive DirectorThe Executive Director serves as the principal architect of enterprise performance...  ...Line Reporting: Board of Partners / Management Committee. Key Collaborators: Division...  ..., internal risk controls, and corporate tax compliance strategies alongside third-party... 
    Tax

    Gateway Search Associates Inc

    Philadelphia, PA
    3 days ago
  •  ...independent personal financial planning and wealth management firm with nearly $8 billion in assets...  ...model portfolios across risk tiers, tax situations, and client segments...  ...the firm's scale Own a manager research coverage model that specifies strategy/fund coverage... 
    Tax
    Odd job
    Temporary work
    Work at office
    Local area
    Flexible hours
    Night shift

    HBKS Wealth Advisors

    Conshohocken, PA
    4 days ago
  •  ...Meet with the client to approve progress payments & change orders. Manage the client relationship with the aim of generating repeat...  ...Indemnity Insurance] [Home & Auto Insurance] [Family Support] [Pre-tax Paid Parking/Public Transportation] [Paid time off: 2 Weeks for... 
    Tax
    Contract work
    Temporary work
    For contractors
    For subcontractor
    Work at office
    Local area
    Flexible hours

    L.F. Driscoll

    Bala Cynwyd, PA
    4 days ago
  • $88k - $246.95k

     ...company’s capital structure and the owners’ tax positions (e.g., redemptions, dividend...  ...connect with their recruiter and hiring manager to understand workplace expectations and...  ...employees include: medical/prescription drug coverage (with a Health Savings Account feature),... 
    Tax
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Cherry Hill, NJ
    3 days ago
  • $60k - $90k

     ...Property Tax Analyst Our Property Tax Analyst role blends the valuation and cost accounting...  ...tasks, work on multiple engagements and manage rapidly changing assignments in a team...  ..., which include: Healthcare Coverage: Comprehensive medical, dental, and vision... 
    Tax
    Temporary work

    Kroll

    Philadelphia, PA
    1 day ago
  •  ..., valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies...  ...Development will be responsible for managing and overseeing the sales operations of the...  ...recommendations for changing sales roles, coverage models, or team configurations in order to... 
    Tax
    Local area

    Centri Business Consulting

    Philadelphia, PA
    2 days ago
  •  ...including employment housing public benefits tax preparation and referral services for healthcare...  ...targets. The Chief of Staff will also serve as a proxy manager and coach for regional Executive Directors, ensuring local impact aligns with national metrics... 
    Tax
    Local area

    Confidential

    Philadelphia, PA
    1 day ago
  • $180k - $225k

     ...opportunity for a **VP, Insurance Policy Platform Manager** to join our **Information Technology**...  ...the option to purchase Supplemental life coverage for employee, spouse & children* Company-...  ...program* Employee Assistance Program* Tax-Free Commuter Benefit* Tuition... 
    Tax
    Full time
    Work at office
    Flexible hours

    Sompo Holdings

    Conshohocken, PA
    2 days ago
  • $221.41k - $280.07k

     ...Alliance Sales Executive, Associate Director: Microsoft – State & Local...  ...solely an account or alliance manager   ~ Direct experience selling...  ...includes medical and dental coverage, pension and 401(k) plans, and...  ...services in assurance, consulting, tax, strategy and transactions.... 
    Tax
    Summer holiday
    Local area
    Flexible hours

    EY

    Philadelphia, PA
    3 days ago
  • Manufacturing firm located in the Southern New Jersey area is looking to hire an Indirect Tax Supervisor with proven tax compliance expertise. As the Indirect Tax Supervisor, you will ensure compliance with tax laws and regulations, collaborate with internal terms, tax... 
    Tax
    Local area

    Robert Half

    Pennsauken, NJ
    2 days ago
  •  ...responsible for ensuring compliance with all federal and international tax laws and will work closely with the Treasury and FP&A teams to...  .... Experience in implementing a new ERP system and change management is essential, with a preference for those who have also led a... 
    Tax

    Confidential

    Philadelphia, PA
    3 days ago
  •  ...project teams and the direct supervision of life sciences project managers and operational staff. This role brings experience in both R&D...  ...Indemnity Insurance] [Home & Auto Insurance] [Family Support] [Pre-tax Paid Parking/Public Transportation] [Paid time off: 2 Weeks for... 
    Tax
    Temporary work
    Flexible hours

    LF Driscoll

    Bala Cynwyd, PA
    3 days ago
  •  ...with other finance functions such as actuarial, FP&A, treasury, tax, and investments, and a deep understanding of how accounting integrates...  ...governance experience are valuable assets for this position. Hiring Manager Title CFO Functions ~ Finance Confidential
    Tax

    Confidential

    Philadelphia, PA
    4 days ago
  •  ...Special Needs Trusts/Irrevocable Trusts - Estate Administration - Estate Planning (preferred, but not required) - Accountings - Inheritance Tax/Estate Tax/Personal Tax Excellent benefits and compensation package. Compensation will be based on years of experience.... 
    Tax
    Work at office

    Wegman

    Philadelphia, PA
    8 days ago
  •  ...world. Customer First: Our investors and operating partners are...  ...office, reporting directly to the Managing Partner. This is a...  ...accounting, treasury, FP&A, and tax coordination across Clay Cove...  ...~ Medical, Dental & Vision coverage, including STD/LTD, in accordance... 
    Tax
    Full time
    Work at office
    Flexible hours

    Clay Cove Capital

    Philadelphia, PA
    a 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!