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$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 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- PNC Financial Services Group, Inc. is seeking a Managing Director/Business Development Officer IV for Sponsor & Direct Coverage in Dallas, TX. The role leads business development for credit products, sources sponsorship-backed opportunities, and oversees underwriting, negotiations...Suggested
- ...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
$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- ...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
- ...As a Business Development Officer IV within PNC's Business Credit organization, you will be based in Dallas, TX. Managing Director, Sponsor & Direct Coverage - PNC Business CreditPosition Overview PNC Business Credit is a leading provider of flexible financing solutions...Full timeTemporary workPart timeWork experience placementWork at officeFlexible hours
$177k - $265k
...your best work.Job SummaryAs Director, Global Executive Talent Acquisition... ..., coach and performance-manage the GETA team, creating clear... ...recruiter capability, engagement and coverage of global executive hiring... ...Savings Plan (RRSP) and Tax-Free Savings Plan (TSFA). - Vacation...TaxFull timeWork at office- ...can choose from a wide-ranging menu of our Top Shelf Benefits, including comprehensive medical and prescription drug coverage, dental and vision plans, tax-saving Flexible Spending Accounts, disability coverage, life insurance plans, and a 401(k) plan. We also offer...TaxFull timeWork at officeLocal areaFlexible hours
$250k
...of excellence, outsourcing, managed services, governance, talent,... ...insurance processes such as FNOL, coverage and causation review,... ...Technology, Data & AI, Risk, Tax, Audit, and Consulting leaders... ...Coach and develop partners, directors, senior managers, managers, and...TaxHourly payWork at officeLocal areaFlexible hours$725 per month
...application costs, up to $725, less applicable taxes and withholding, for qualified associates... ...accountable for department budgets. Manages community performance against goals; sets... ...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$181k - $272k
...dependencies and risks Stakeholder Management ~ Works predominantly with the executive... ...Insurance: You may enroll in healthcare coverage that is designed to complement the provincial... ...Group Retirement Savings Plan (RRSP) and Tax-Free Savings Plan (TSFA). - Vacation and...TaxFull timeWork at office- Whitley Penn, a leading audit, tax, and advisory firm, seeks a Senior Accounting Associate for its CAAS - Fund Administration team in... ...tracking, and preparation of financial statements and investor reports. You will join a collaborative, growth-focused firm with...TaxWork at office
- Job Summary:The Tax Managing Director, State and Local Taxation is responsible for providing written tax advice to clients, evaluating and alternate courses of action to lessen tax burden and cost of compliance, recognizing potential tax risks and identifying potential...TaxWork at officeLocal area
- ...daycare FSA, EAP, 401(k), Roth 401(k), After-Tax Roth In-Plan Conversion; paid vacation... ..., paid Identity Theft Protection (family coverage) and more! Job Summary: The Project... ...of the company by overseeing the daily management, coordination, and execution of high stakes...TaxContract workTemporary workFor contractorsFor subcontractorLocal area
- OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage... ...right opportunity for you!What you’ll do:Provide leadership, management and strategic direction with a focus on providing an...TaxFull timeLocal areaWorldwide
$139.1k - $188.2k
...pathways to senior business roles, project management positions, and future management... ...partners. Basic qualifications- 8+ years of tax, finance or a related analytical field experience... ..., Adoption and Surrogacy Reimbursement coverage), 401(k) matching, paid time off, and...TaxFlexible hours$108k - $162k
...re seeking someone to join our team as a Bank Compliance - ISG Coverage Officer in the U.S. Banks Non-Financial Risk to serve as... ...business objectives by facilitating and overseeing the Firm's management of legal, regulatory and franchise risk. This is a Vice President...Temporary work- Job Summary:The Tax Managing Director is responsible for applying industry specific knowledge to advise clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different...TaxWork at officeLocal area
- ...Managing Director, Enterprise Architecture, Data & AI Governance About the Company Top-tier accounting & business advisory firm Industry... ...Consulting & Professional Services Financial Services Tax Law Advanced Analytics Analytics Accountability...Tax
$33.45 - $40.47 per hour
...individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations... ...Ability to work in a fast-paced environment independently while managing multiple priorities. \n Proficient with technology, including...TaxLocal area$77.33k - $157.67k
...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...return preparation using Property Tax Management Services (PTMS)Review assessment notices... ...variety of medical and dental plans, vision coverage, disability and life insurance, 401(k)...TaxWork experience placementLocal area$103.9k - $215.7k
...opportunity As a Technology Service Delivery Manager, you’ll be based in our Service Delivery... ...package includes medical and dental coverage, pension and 401(k) plans, and a wide... ...spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by...TaxSummer holidayImmediate startFlexible hours- Job Description Summary:Overall management of the operations and administration of assigned projects with bottom line profit accountability... ...holidays, bereavement leave, employee assistance program, pre-tax flexible spending accounts, basic term life insurance and AD&D,...TaxFull timeContract workTemporary workFlexible hours
- ...across the entire project lifecycle through our core construction management services and complementary business lines in real estate... ...financial resources, company paid and voluntary life insurance, tax deferred savings accounts, 10 backup daycare days each year, short...TaxContract workTemporary workFor contractorsFor subcontractorWork at office
$150k - $250k
...Director of Investor Relations (Bilingual Japanese/English) As a core U.S. subsidiary generating... .... While direct equity issuance is managed at the parent company level in Japan,... ...Benefits: Full Corporate Health Care Coverage, PTO, 401(k), Executive Incentive Plans...$165k - $400k
...wealth advisory, digital, audit, tax, consulting, and outsourcing... ...a Principal or Signing Director to join our Transaction Tax practice... ...create opportunities in this role: Manage and develop relationships with... ...by private equity investor groups, family offices and strategic...TaxFull time$180k
...Provider must live within the community rather than commute Call coverage is 1:4 Joining 3 OB providers and 1 PA 2 providers are 80... ...assistance available Community: No personal state income tax Health Professional Shortage Area (HPSA) Less than an hour...TaxRelocation$126k - $186.75k
...We're seeking someone to join our team as a Non-Financial Risk Coverage Officer in the U.S. Banks Non-Financial Risk to partner with... ...business objectives by facilitating and overseeing the Firm's management of legal, regulatory and franchise risk. This is a Vice President...Full timeTemporary work
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 Dallas, TX
- restaurant managing partner Dallas, TX
- technology executive Dallas, TX
- executive program director Dallas, TX
- executive security Dallas, TX
- chief officer Dallas, TX
- executive support Dallas, TX
- financial executive Dallas, TX
- executive functioning Dallas, TX
- executive director foundation Dallas, TX




