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
$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...TaxPrivate practiceLocal area$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 work- ...and build a career, KPMG provides audit, tax and advisory services for organizations... ...KPMG is currently seeking an Associate Managing Director, KDN Solution Lead - AI to join our... ...variety of medical and dental plans, vision coverage, disability and life insurance, 401(k)...TaxH1bLocal area
$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)...TaxContract workH1bLocal area- ...and build a career, KPMG provides audit, tax and advisory services for organizations... ...KPMG is currently seeking an Associate Managing Director, Federal Services - GovCloud Technology... ...of medical and dental plans, vision coverage, disability and life insurance, 401(k)...TaxH1bLocal area
$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...TaxFull timeWork at officeLocal area3 days per week$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...TaxFull timeContract workLocal areaFlexible hours$250k - $400k
Job Summary:The Transaction Advisory Services (TAS) Managing Director is a leadership role overseeing all aspects of TAS Centers of Excellence... ...clients, and create meaningful impact.BDO provides assurance, tax, and advisory services to clients across the U.S. and around the...Tax- ...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...TaxFull timeLocal area
- ...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
$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...TaxTemporary workWork at office3 days per week- ...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...
- ...Managing Director of Public Finance About the Company Prominent regional bank offering diverse financial services Industry Banking... ...responsible for providing financial solutions for a wide range of tax-exempt issues, working closely with state, county, and...Tax
- 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...TaxWork at office
- ...Managing Director, Chief Financial Officer (CFO) Advisory Services About the Company Top-tier accounting & business advisory firm Industry... ...Consulting & Professional Services Financial Services Tax Law Advanced Analytics Analytics Accountability...TaxWork at office
- ...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...TaxOdd jobTemporary workWork at officeLocal areaFlexible hoursNight shift
$300k
...Special Projects Group Managing Director Within the Special Projects Group in Transaction Advisory Services, the Managing Director is responsible for advising clients on U.S. federal income tax issues associated with mergers and acquisitions. The Managing Director in...TaxWork at office- ...athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice... ...and cash-flow, retirement, and life insurance planning.A Tax Managing Director, Private Client Services (PCS) is responsible for utilizing...TaxPrivate practiceWork at office
$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-...TaxFull timeWork at officeRemote workAfternoon shift- ...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...TaxFor contractorsWork at officeImmediate startFlexible hours
- ..., 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...TaxLocal area
$248k - $372k
...programs, with a primary focus on higher education clients. You will manage project teams, own client relationships, drive revenue through... .... Solid knowledge of executive compensation regulations for tax-exempt organizations. Proven client-relationship and project-...TaxMinimum wageTemporary workWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$115k - $130k
...development, individual donor engagement, moves management, digital fundraising, and large-scale... ...courses ~ Health, Dental, and Vision coverage ~ Ample paid vacation and sick time ~10-12 paid holidays per year ~ Pre-tax commuter benefits ~ Continuing education...TaxWork at officeWork from home- ...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...TaxWork at officeFlexible hours
$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),...TaxFull timeTemporary workPart timeWork experience placementWork at office- ...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...TaxLocal area
- ...Executive Director The Executive Director serves as the principal architect of enterprise... ...Line Reporting: Board of Partners / Management Committee. Key Collaborators: Division Chairs... ...frameworks, internal risk controls, and corporate tax compliance strategies alongside third-...Tax
- ...the organization's fundraising strategy, with a focus on securing tax-deductible charitable support for educational and leadership... ...degree is required, and a Master's degree is preferred. Hiring Manager Title Chief Executive Officer (CEO) Functions Business Development...Tax
- ...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
$125k - $255k
DescriptionPosition SummaryThe Managing Director and Team Lead of Asset-Based Lending (“ABL”) Underwriting manages and develops a team of... ...Portfolio Management, Internal Sponsor, Industry, and Geographic Coverage Partners, Collateral/Field Exam, Credit Partners, and...Full timeSeasonal workWork at officeRemote workWork from homeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Managing Director, Tax Investor Coverage. Be the first to apply!
- chief of psychiatry Philadelphia, PA
- interim executive director Philadelphia, PA
- restaurant managing partner Philadelphia, PA
- technology executive Philadelphia, PA
- executive security Philadelphia, PA
- chief officer Philadelphia, PA
- executive support Philadelphia, PA
- financial executive Philadelphia, PA
- executive functioning Philadelphia, PA
- executive director foundation Philadelphia, PA



