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
$52k - $62k
...administration services for Managers and General Partners of private... ...Respond to client and investor requests including but not limited... ...projects such as: Financial and Tax reporting Capital call and... ...Comprehensive medical, dental, vision coverage, along with life insurance,...TaxWork at officeFlexible hours- ...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...Suggested
Confidential
Portland, OR18 hours 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)...TaxWork experience placementLocal area- ...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
$52k - $62k
Standish Management, LLC is seeking an Investor Services Specialist to support investor relations and engagement for private equity funds. You will handle... ...collaborating with engagement teams on financial and tax reporting, audits, and project deadlines. The role requires...Tax$205k - $340k
...operating agreements.• Meaningful responsibility for managing and closing M&A and related transactions.•... ...time Associates include:Medical/Prescription Drug Coverage (including a Health Savings Account feature)Pre-tax Commuting BenefitsDental InsuranceBusiness Travel...TaxFull timeTemporary workLocal areaRemote work- ...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
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...OverviewWe are looking for a Finance Technology Principal Product Manager to lead the end-to-end Finance Close product strategy, with a... ...This role will sit at the intersection of Finance, Accounting, Tax, Treasury, FP&A, Corporate Development, Legal, Enterprise Applications...TaxFull timeFor contractorsInterim roleImmediate start$141.1k - $211.65k
Position Summary This position is responsible for managing a large project team/multiple project teams, or multiple small projects including... ...life insurance Disability income protection insurance Pre-tax flexible spending plans (health and dependent care) Paid parental...TaxFor contractorsWork at officeImmediate startFlexible hours- ...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
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$130k - $195k
...leading venture capitalists, philanthropic investors, university endowments, and private... ...events, and external engagements, while also managing personal logistics to make his life run more... ...disabled) Ability to contribute to tax-advantaged accounts, including 401(k), health...TaxFull timeRelocationRelocation packageFlexible hoursAfternoon shiftPanthalassa
Portland, OR1 day ago$2,083 per week
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Portland, OR1 day ago$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 time$1,955 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$1,749 - $3,557 per week
...education School system setting FMLA leave coverage Pediatric experience required Home based EI experience required Caseload management experience required We provide... ...of $21.23 - $53.93 per hour and estimated tax-free reimbursements for meals,...TaxHourly payFull timeSeasonal workImmediate startWork from homeCompHealth
Beaverton, OR1 day ago$221.41k - $280.07k
...Alliance Sales Executive, Associate Director - SAP (Tax Integration) Our Sales & Strategic Pursuits... ...SAP and other vendors to address data management, agentic AI, supply chain, and... ...Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide...TaxSummer holidayFlexible hours$105.38k - $215.38k
Position Summary Are you a strategic and creative Tax Manager who likes working on complex property tax issues? Are you ready to make a greater impact on organizations by combining tax consulting solutions and innovative technologies in order to align the tax function...TaxWork at officeLocal area$105.38k - $215.38k
Position Summary Are you a delivery-focused tax leader who thrives on individual tax compliance? Do you bring strong risk and... ...clients on their personal tax matters? If so, this Tax Delivery Manager role in Global Employer Services (GES) Delivery may be a great fit...TaxWork at officeLocal area$80k - $100k
..., and basic administrative records. Help manage executive priorities by organizing tasks,... ...agreements, invention assignment agreements, tax forms, payroll setup, benefits forms,... ...onboarding, security protocols, budget tracking, investor/advisor packets, and internal reporting....TaxFull timeContract workFor contractorsWork at officeShift workRO Intelligence
Vancouver, WA3 days ago$1,955 per week
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Portland, OR1 day ago$126.83k - $168.51k
...Professional Employer Organization About the Position The Managing Senior Director of Prospect Development is a strategic leader who sets the... ...Arizona, and Nevada due to state-specific regulations and coverage differences. Employees located outside of these states may...Summer workWork at officeRemote workFlexible hoursOregon Health & Science University Foundation
Portland, OR1 day ago$987 - $1,169 per week
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Clackamas, OR1 day ago$2,530 - $2,721 per week
...day one of your assignment. Want to take time off? Keep insurance coverage for up to 24 days between assignments. A generous 401(k)... ...when applicable. Pay listed above includes taxable wages and tax-free expense reimbursements. Aya is an Equal Employment Opportunity...TaxWeekly payDaily paidPermanent employmentFull timeContract workLocal areaImmediate startRelocationShift workAya Healthcare
Portland, OR1 day ago$2,244 - $2,472 per week
...day one of your assignment. Want to take time off? Keep insurance coverage for up to 24 days between assignments. A generous 401(k)... ...when applicable. Pay listed above includes taxable wages and tax-free expense reimbursements. Aya is an Equal Employment Opportunity...TaxWeekly payDaily paidPermanent employmentFull timeContract workLocal areaImmediate startRelocationShift workAya Healthcare
Portland, OR20 hours ago$2,762 - $2,955 per week
...day one of your assignment. Want to take time off? Keep insurance coverage for up to 24 days between assignments. A generous 401(k)... ...when applicable. Pay listed above includes taxable wages and tax-free expense reimbursements. Aya is an Equal Employment Opportunity...TaxWeekly payDaily paidPermanent employmentFull timeContract workLocal areaImmediate startRelocationShift workAya Healthcare
Portland, OR1 day ago- ...leading financial services firm in Portland, Oregon, is seeking a Managing Director to build and lead a team of financial advisors. The ideal... .... The role offers comprehensive benefits, including health coverage and a 401(k) retirement plan. This is an excellent...
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- A financial services firm is seeking an experienced Managing Director to lead a team of financial advisors in Beaverton, Oregon. The ideal... ...performance culture. Competitive benefits include top-tier health coverage, a 401(k) plan, and ongoing training support, allowing for...
$1,608 - $1,838 per week
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Clackamas, OR1 day ago
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