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
- ...and build a career, KPMG provides audit, tax and advisory services for organizations... ...team. KPMG is currently seeking a Managing Director to join our Tax Ignition practice.Responsibilities... ...of medical and dental plans, vision coverage, disability and life insurance, 401(k)...TaxLocal area
KPMG
Portland, OR4 days ago - ...Managing Director, AI Solutions Architecture About the Company Provider of specialized finance solutions for businesses & individuals across... ...Services Financial Advisers Management Services Tax Law Property Appraisal Automation Software CFO Services...TaxInterim role
- ...Managing Director, Head of Portfolio Implementation About the Company Premier investment management firm Industry Financial Services... ...wealth advisory retirement planning estate planning tax planning business planning divorce planning asset...Tax
- ...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...Suggested
- ...Managing Director, Wealth Strategy About the Company Offers family office services and sophisticated estate and wealth planning for high... ...designation, and at least 10 years of relevant experience in estate and tax planning, or fiduciary and trust planning and administration....TaxWork at office
- ...Managing Director, AI Strategy & Readiness About the Company Provider of specialized finance solutions for businesses & individuals across... ...Services Financial Advisers Management Services Tax Law Property Appraisal Automation Software CFO Services...TaxInterim roleWork at office
- ...Managing Director, Individual Tax & Strategy Services About the Company Integrated professional services platform Industry Information Technology and Services Type Privately Held Founded 2022 Employees 51-200 Specialties outsourced cfo &...TaxWork at office
$160k - $200k
...Overview Innovative Driven is currently seeking a Tax Associate Attorney to join a well-established mid-size Pacific Northwest law firm representing clients in a wide range of matters. This is a wonderful opportunity to join a dynamic and busy law practice. This role is...TaxFull timeInnovative Driven
Portland, OR2 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...TaxLocal area
$125k - $140k
...Working closely with the Associate Director of Finance and Facilities Manager, this leader strengthens financial... ...duties to balance workload and provide coverage while maintaining appropriate... ...coordinate with external auditors and tax professionals on Form 990 and other...TaxFull timeContract workCasual workFlexible hoursAfternoon shiftSouthwesthumane
Vancouver, WA2 days ago- ...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
- ...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 ConfidentialTax
- ...is seeking a Chief Accounting Officer to design, implement, and manage its international financial infrastructure. The role leads global... ...and acquisitions, and oversee treasury, liquidity, audit, tax, and regulatory relationships. The position also drives finance...Tax
$37 - $39 per hour
...medical, dental, and vision coverage, plus a free membership to Cascade... ...Accountant will support the Director of Accounting in general... ...Business & Occupation (B&O) tax filing and personal property... ...and analysis to departmental managers and the management team. Create...TaxHourly payFull timeInterim roleWork at officeLocal areaMonday to FridayFlexible hours$2,091 per week
...guaranteed salary or promise of payment, and does not include taxes, insurance, or other deductions that may occur. Subject to all... ...office visit isn’t feasible. Voluntary Term Life and Dependent Life coverage. Voluntary Term Life and Dependent Life coverage as well as In...TaxHourly payFull timeContract workWork at officeShift workAtlas MedStaff
Portland, OR1 day ago$1,801 per week
...guaranteed salary or promise of payment, and does not include taxes, insurance, or other deductions that may occur. Subject to all... ...office visit isn’t feasible. Voluntary Term Life and Dependent Life coverage. Voluntary Term Life and Dependent Life coverage as well as In...TaxHourly payFull timeContract workWork at officeShift workAtlas MedStaff
Vancouver, WA11 hours ago- ...Technology, manufacturing, agriculture, and forestry. No sales tax and progressive environmental policies. Crater Lake National... ...CPR/BLS Benefits Day-one health benefits: your health coverage starts on your first day Weekly pay: get paid every week...TaxWeekly payFull timeContract workSummer workShift work
Ardor Health Solutions
Gresham, OR2 days ago $2,359 per week
...guaranteed salary or promise of payment, and does not include taxes, insurance, or other deductions that may occur. Subject to all... ...office visit isn’t feasible. Voluntary Term Life and Dependent Life coverage. Voluntary Term Life and Dependent Life coverage as well as In...TaxHourly payFull timeContract workWork at officeShift workAtlas MedStaff
Portland, OR1 day ago$2,570 per week
...guaranteed salary or promise of payment, and does not include taxes, insurance, or other deductions that may occur. Subject to all... ...office visit isn’t feasible. Voluntary Term Life and Dependent Life coverage. Voluntary Term Life and Dependent Life coverage as well as In...TaxHourly payFull timeContract workWork at officeShift workAtlas MedStaff
Portland, OR1 day ago$2,288 - $2,312 per week
...Technology, manufacturing, agriculture, and forestry. No sales tax and progressive environmental policies. Crater Lake National... ...CPR/BLS Benefits Day-one health benefits: your health coverage starts on your first day Weekly pay: get paid every week...TaxWeekly payFull timeContract workSummer workImmediate startShift workArdor Health Solutions
Portland, OR2 days ago$2,575 per week
...Technology, manufacturing, agriculture, and forestry. No sales tax and progressive environmental policies. Crater Lake National... ...CPR/BLS Benefits Day-one health benefits: your health coverage starts on your first day Weekly pay: get paid every week...TaxWeekly payFull timeContract workSummer workShift workArdor Health Solutions
Portland, OR2 days ago$1,861 - $1,885 per week
...Technology, manufacturing, agriculture, and forestry. No sales tax and progressive environmental policies. Crater Lake National... ...insurance Benefits Day-one health benefits: your health coverage starts on your first day Weekly pay: get paid every week...TaxWeekly payFull timeContract workSummer workImmediate startShift workArdor Health Solutions
Beaverton, OR2 days ago- ...Fractional Chief Operating Officer (COO), Investor Introductions About the Company Ambitious AI-native marketplace & SaaS platform... .... No specific education requirements are stated. Hiring Manager Title Chief Executive Officer (CEO) Functions ~ Business...
$2,784 per week
...you'll help patients improve mobility and manage pain through movement-based treatments,... ..., agriculture, and forestry. No sales tax and progressive environmental policies.... ...Day-one health benefits: your health coverage starts on your first day Weekly pay:...TaxWeekly payFull timeContract workSummer workImmediate startShift workArdor Health Solutions
Beaverton, OR2 days ago- ...Continuing education opportunities ~ Malpractice coverage ~401(k) with company match and additional pre-tax savings options MAKE YOUR SATURDAY COUNT... ...an experienced team. Our operational teams help manage the details so you can come in, focus on your patients...TaxFull timePart time
- ...Vice President, Investor Relations (Private Equity) About the Company Leading alternative investment platform offering private equity... ...internal and external stakeholders. Responsibilities include managing investor inquiries, creating and maintaining product...
- ...Vice President, Investor Relations & Treasury About the Company A leading global, publicly traded technology company providing... ...also involves directing all treasury functions, such as cash management, capital structure optimization, and risk management, and ensuring...
- ...Vice President, Investor Relations About the Company Renowned private markets investment... ...institutional sales experience in asset management, preferably in private markets, and a... .... Hiring Manager Title Managing Director Functions ~ Finance ConfidentialWork at office
- ...identification, investigation, and recovery of taxes not previously known to the department.... ...and prioritizing a high-volume workload, managing competing deadlines, and maintaining... ...with affordable monthly premiums that offer coverage throughout the state. Staff are eligible...TaxFull timePart timeWork at officeRemote workFlexible hoursShift work
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