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
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Managing Director, Tax Investor Coverage in Dallas, TX vacancy
- ...and build a career, KPMG provides audit, tax and advisory services for organizations... ...our team. KPMG is currently seekinga Managing Director to join our Alliances Organization.Responsibilities... ...of medical and dental plans, vision coverage, disability and life insurance, 401(k)...TaxLocal areaVisa sponsorship
- ...each client, from owners to occupiers, investors to founders, and startups to blue-chip companies... .../discretionary), will work with senior management and market leading brokers across the... ...cost reduction, risk mitigation and tax-efficient transaction structuring.Bachelor...TaxLocal 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$185k - $230k
Position SummaryThe Wealth Management Managing Director leads a team of Wealth management professionals and is responsible for identifying and generating... ...Planning, Estate Planning, Insurance Planning, and Tax PlanningStrong relationship management and team building skillsAbility...TaxTemporary workLocal areaFlexible hoursBusey-Bank-2
Dallas, TX2 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...TaxFull timeLocal area
- ...travel worldwide.We are seeking a Director of Global Compensation &... ...translate global regulatory, tax, and legal requirements into... ...a dedicated leadership role managing global compensation programs,... ...beyond medical and financial coverage, with programs designed to support...TaxFull timeWorldwideFlexible hoursShift work
- ...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
$298k
...SummaryWe are seeking a Senior Director of AI Solutions to lead the... ...reusable patterns for prompt management, tool integration, policy enforcement... ...You may enroll in healthcare coverage that is designed to... ...Retirement Savings Plan (RRSP) and Tax-Free Savings Plan (TSFA). -...TaxFull timeWork at office$230k - $270k
Position SummaryThe Managing Director, Commercial, Head of Dallas CRE role builds and maintains a customer base through prospecting, community... ...program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit...TaxTemporary workLocal areaFlexible hoursNight shiftBusey-Bank-2
Dallas, TX4 days ago- ...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... ...success of the company by overseeing the daily management, coordination, and execution of high...TaxContract workTemporary workFor contractorsFor subcontractorLocal area
Alston Construction Company, Inc.
Dallas, TX3 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...
Confidential
Dallas, TX5 days ago - ...to, strategic planning, resource & risk management, budget oversight & financial success, safety... ...Compensation ~ Comprehensive Health Coverage - Multiple Medical, dental & vision plans... ...Program (EAP) ~ Company-funded HSA and pre-tax savings options ~401(k) Retirement Plan...TaxContract workTemporary workWork experience placementFor subcontractorWork at officeLocal area
Quanta Infrastructure Solutions Group, LLC
Dallas, TX2 days ago - ...Property Tax – Complex Advisory/Compliance Vice PresidentOur Property Tax – Complex Advisory... ...Compliance Vice President will assist in managing a team of personal property analysts and... ...benefits, which include:Healthcare Coverage: Comprehensive medical, dental, and vision...TaxTemporary workLocal area
Kroll
Richardson, TX16 hours ago - ...Comprehensive health, dental, and vision insurance ~ Malpractice coverage included ~ CME support & paid professional development ~... ...of life : Top Reasons to Call Dallas Home No state income tax = more take-home pay Thriving economy with diverse industries...TaxImmediate start
$177k - $265k
...best work.Job SummaryDesigns, develops and manages the lifecycle of a product or group of... ...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- ...Investor Services Specialist Dallas, Texas, United States We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy... ...such as: Financial and Tax reporting Capital call and distribution...TaxWork at office
$125k - $175k
...a full-service transaction and portfolio management platform that leverages deep subject matter... ...an experienced and highly motivated Investor Reporting & Remittance Specialist. In this... ...application and collection, loss drafts, tax and insurance advances, pool security balance...TaxLocal 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
- ...full-time role based in Dallas, TX. As an Investor Services Analyst, you will be a part of... ...support Investor Reporting and Onboarding and manage relevant systems. Investor Services is a... ...investor subscription documents, tax forms and supporting documentation Collaborate...TaxFull timeWork at officeLocal area
- ...Ob-Gyn Needed in Dallas, Texas for Hospital Coverage Dallas, TX, is an outstanding place for physicians to practice and live, offering... ...healthcare industry, competitive salaries, and no state income tax. Home to world-class medical institutions, the city provides cutting...TaxContract work
$139.1k - $188.2k
...pathways to senior business roles, project management positions, and future management... ...partners. Basic qualifications- 12+ years of tax, finance or a related analytical field experience... ..., Adoption and Surrogacy Reimbursement coverage), 401(k) matching, paid time off, and...TaxFlexible hours$64.2k - $116.4k
...Your key responsibilities Manage daily execution of administrative... ..., principals, managing directors and directors Apply specialized... ...package includes medical and dental coverage, pension and 401(k) plans, and... ...in assurance, consulting, tax, strategy and transactions....TaxSummer holidayWork at officeFlexible hoursErnst & Young
Dallas, TXa month ago$97.85k - $227.24k
...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...as a firm.KPMG is currently seeking a Manager to join our State and Local Tax (SALT) practice... ...of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans...TaxLocal area- Our Property Tax - Complex Advisory/Compliance Vice President will assist in managing a team of personal property analysts and senior associates who are responsible for... ...use of Microsoft Excel Benefits: Healthcare Coverage: Comprehensive medical, dental, and vision plans...TaxTemporary workLocal area
$155k - $410k
...and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct,... ...own end-to-end sales pursuits for IT infrastructure managed services, driving growth and innovation. As a Director you will build and execute a strategic sales plan,...TaxFull timeTemporary workH1b- ...Operations Advisor Senior within PNC’s Investor Reporting team, this position is primarily... ...movement concepts• Exceptional time management and prioritization skills• Highly organized... ...employees include: medical/prescription drug coverage (with a Health Savings Account feature),...Full timeTemporary workPart timeWork experience placementWork at office
$85k - $110k
...projects Provide compensation, tax, accounting, and business... ...Retention Programs ("KERPs") Management Incentive Plans ("MIPs"), severance... ...negotiations (e.g., board of directors, creditors committee, U.S.... ...life, AD&DD, and disability coverages at rates determined...TaxPart timeFlexible hours$225k - $300k
Join to apply for the Managing Director, BDO Capital Advisors role at BDO USA 5 days ago Be among... ...companies, and private equity or debt investors Engages in business development activities... .... BDO professionals provide assurance, tax and advisory services for a diverse...TaxFull timeApprenticeshipWork at officeRemote workWeekend workAfternoon shift- ...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
- ...clients. Consistently reviewing loan terms, investor and compliance requirements. The Senior... ...sources along with feedback from Asset Management or Capital Markets teams.Provided... ...extensive benefit programs such as: infertility coverage, adoption support, child and elder care,...Full timeWork at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Managing Director, Tax Investor Coverage. Be the first to apply!
Related searches
- managing director of operations Dallas, TX
- chief Dallas, TX
- technology executive Dallas, TX
- chief executive officer Dallas, TX
- executive assistant to ceo Dallas, TX
- executive sales director Dallas, TX
- chief of psychiatry Dallas, TX
- chief officer Dallas, TX
- information technology executive Dallas, TX
- physician executive Dallas, TX