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
$180k - $357k
...and build a career, KPMG provides audit, tax and advisory services for organizations... ...KPMG is currently seeking an Associate Managing Director to join our Pricing & Commercial... ...variety of medical and dental plans, vision coverage, disability and life insurance, 401(k)...TaxH1bLocal area$198k - $357k
...and build a career, KPMG provides audit, tax and advisory services for organizations... ...KPMG is currently seeking an Associate Managing Director to join our Enterprise Contracting... ...variety of medical and dental plans, vision coverage, disability and life insurance, 401(k)...TaxContract workH1bLocal area- ...Firm Operations & Client Advisory Manager Our client is a well-established public accounting firm providing tax, accounting, and advisory services to closely held businesses and individual clients. The firm is seeking a hands-on leader to oversee day-to-day operations,...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...Suggested
$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$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- ...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
- ...you to shape your own future. KPMG is currently seeking a Managing Director in Human Capital Advisory for our Consulting practice.... ...package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite...Local area
$15 - $17 per hour
...assigned region. This position assists Branch Managers in maintaining smooth operations,... ...applications to close loans daily. Supporting tax services and helping build tax clientele.... ...Manager. Travel Requirements & Coverage Area: Reliable transportation for daily...TaxHourly payFull timeWork at officeLocal areaFlexible hoursWeekend workAfternoon shift- ...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
- ...compliance, efficiency, and proactive risk management while supporting growth, profitability,... ...timeliness and accuracy. Manage all audit and tax activities, including coordinationwith... ...broker relationships to ensureadequate coverage and competitive pricing. Collaborate...TaxLocal areaRemote work
$10 per hour
...Regional Managing Director - Remote Work: At BairesDev, we've been leading the way in technology projects for over 15 years. We deliver... ...commissions — well above the market average - Healthcare coverage (Vision and Dental) - Life Insurance - 401K Plan - Strong...Remote workWorldwideFlexible 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
- ...with the client to approve progress payments & change orders. Manage the client relationship with the aim of generating repeat business... ...Indemnity Insurance, Home & Auto Insurance, Family Support, Pre-tax Paid Parking/Public Transportation, Paid time off, Time Away...TaxContract workTemporary workFor contractorsFor subcontractorWork at officeLocal areaFlexible hours
- ...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
- A leading tax consultancy firm in San Antonio is seeking a Tax Intern to join their team. The position involves preparing personal and business tax returns while gaining comprehensive on-the-job training. Interns will be expected to have an accounting major with a GPA of...TaxFull timeInternship
$1,756 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 officeImmediate startShift work- ...of living compared to other major U.S. cities, no state income tax, and a warm climate, San Antonio is an attractive place for medical... ...loan repayment ~ Hospital-employed position with malpractice coverage ~ Must be board certified or board eligible ~3 days in the...TaxWeekly payFull timeContract workImmediate startRelocation package
- ...Tax Accountant The position is responsible for performing various duties within the tax department, including the preparation of... ...company entities and stakeholders. Role Responsibilities Manage and assist with preparing federal tax returns, including...Tax
$260k - $365k
...State and Local Tax (SALT) Associate Attorney Direct Counsel is seeking a State and Local Tax (SALT) Associate to join a nationally... ...clear, well-reasoned legal memoranda and correspondence Manage matters from inception through resolution Collaborate with attorneys...TaxWork at officeLocal areaRemote work$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$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- ...to ensure corporate objectives are met. WHAT YOU'LL DO: Manage and administer department functions including operating budgets,... ...Insurance ~ Disability Income Protection Insurance ~ Pre-tax Flexible Spending Plans (Health and Dependent Care) ~ Charitable...TaxFull timeFor contractorsWork at officeLocal areaFlexible hours
- Job Summary:The Director of Investor Relations is responsible for developing and executing a comprehensive investor relations strategy that effectively... ...accuracy and clarity in external financial disclosures.Manage the creation and maintenance of investor‑facing materials,...Full timeWork at office
- ..., the role is supported by a Director, Advanced Planning and an Advanced... ...clients and advisors in investor centers across the region. We... ...and estate planning, income tax planning or succession planning... ..., law practice, or wealth management industry environmentFINRA Series...TaxFull timeWork experience placement
$1,000 per month
...capability that creates value through strategic sourcing, category management, commodity risk management, supplier partnerships, cost... ...category management, spend visibility, sourcing discipline, contract coverage, and measurable productivity across corporate functions.•...Contract workWork at officeLocal areaFlexible hours- ...Managing Director, Transaction Advisory Services About the Company Globally recognized organization providing transaction advisory... ...sell-side engagements, capital raising, and financial sponsor coverage. This role requires a dynamic individual with a minimum of 1...
- ...of living compared to other major U.S. cities, no state income tax, and a warm climate, San Antonio is an attractive place for medical... ...options are available ~ Extensive benefits ~ Malpractice coverage with tail ~ Active community ~ Our services are free for you...TaxWeekly payFull timeContract workPrivate practiceH1bImmediate start
$1,528 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 officeImmediate startRemote workShift workWeekend work$708 - $884 per week
...day one of your assignment. If qualified, continued insurance coverage over the summer. A generous 401k match. Licensure,... ...when applicable. Pay listed above includes taxable wages and tax-free expense reimbursements. For all employees and employee applicants...TaxPermanent employmentFull timeContract workSummer workLocal areaImmediate startWork from homeRelocationShift work
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