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 1 day ago
Similar jobs that could be interesting for youBased on the Managing Director, Tax Investor Coverage in Dallas, TX 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

    Dallas, TX
    2 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, ECC Contracts (Federal) to join our...  ...variety of medical and dental plans, vision coverage, disability and life insurance, 401(k)... 
    Tax
    Contract work
    H1b
    Work at office
    Local area

    KPMG

    Dallas, TX
    9 hours ago
  • $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)... 
    Tax
    Local area
    Immediate start
    Shift work

    KPMG

    Dallas, TX
    2 days ago
  • 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

    PNC Financial Services Group, Inc.

    Dallas, TX
    2 days ago
  •  ...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)... 
    Tax
    H1b
    Local area

    KPMG

    Dallas, TX
    2 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

    Dallas, TX
    4 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

    Dallas, TX
    4 days ago
  •  ...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 time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Flexible hours

    The PNC Financial Services Group

    Dallas, TX
    16 hours ago
  • $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... 
    Tax
    Full time
    Work at office

    Equinix

    Dallas, TX
    4 days ago
  •  ...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... 
    Tax
    Full time
    Work at office
    Local area
    Flexible hours

    Southern Glazer's Wine and Spirits

    Dallas, TX
    3 days ago
  • $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... 
    Tax
    Hourly pay
    Work at office
    Local area
    Flexible hours

    Forvis Mazars US

    Dallas, TX
    4 days ago
  • $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... 
    Tax
    Hourly pay
    Full time
    Temporary work
    Part time
    Local area
    Flexible hours
    Shift work
    Night shift
    Afternoon shift

    Brookdale

    Garland, TX
    3 days ago
  • $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... 
    Tax
    Full time
    Work at office

    Equinix

    Dallas, TX
    4 hours ago
  • 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... 
    Tax
    Work at office

    Whitley-Pen

    Dallas, TX
    5 days ago
  • 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... 
    Tax
    Work at office
    Local area

    BDO International

    Dallas, TX
    2 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...  ...of the company by overseeing the daily management, coordination, and execution of high stakes... 
    Tax
    Contract work
    Temporary work
    For contractors
    For subcontractor
    Local area

    Alston Construction

    Dallas, TX
    a month ago
  • 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... 
    Tax
    Full time
    Local area
    Worldwide

    Baker Tilly

    Dallas, TX
    3 days ago
  • $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... 
    Tax
    Flexible hours

    Amazon

    Irving, TX
    3 days ago
  • $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

    Morgan Stanley

    Dallas, TX
    1 day ago
  • 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... 
    Tax
    Work at office
    Local area

    BDO International

    Dallas, TX
    2 days ago
  •  ...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

    Confidential

    Dallas, TX
    1 day ago
  • $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... 
    Tax
    Local area

    Intuit

    Garland, TX
    18 days ago
  • $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)... 
    Tax
    Work experience placement
    Local area

    KPMG

    Dallas, TX
    3 days ago
  • $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... 
    Tax
    Summer holiday
    Immediate start
    Flexible hours

    Ernst & Young

    Dallas, TX
    4 days ago
  • 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,... 
    Tax
    Full time
    Contract work
    Temporary work
    Flexible hours

    Swinerton

    Dallas, TX
    4 days ago
  •  ...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... 
    Tax
    Contract work
    Temporary work
    For contractors
    For subcontractor
    Work at office

    Suffolk Construction

    Dallas, TX
    16 hours ago
  • $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... 

    QUICK USA Inc

    Dallas, TX
    3 days ago
  • $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... 
    Tax
    Full time

    CliftonLarsonAllen

    Dallas, TX
    3 days ago
  • $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... 
    Tax
    Relocation

    DOCTORS CHOICE PLACEMENT SERVICES, INC.

    Dallas, TX
    2 days ago
  • $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 time
    Temporary work

    Morgan Stanley

    Dallas, TX
    24 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Managing Director, Tax Investor Coverage. Be the first to apply!