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
$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- ...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)...TaxH1bLocal area
- ...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 of Public Finance About the Company Prominent regional bank offering diverse financial services Industry Banking... ...responsible for providing financial solutions for a wide range of tax-exempt issues, working closely with state, county, and...Tax
- ...Our client is a well-established public accounting firm providing tax, accounting, and advisory services to closely held businesses... ...trusted advisor to clients. The Firm Operations & Client Advisory Manager will oversee the firm's accounting and tax professionals,...TaxWork at office
$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$155k - $410k
...services related to human resources, talent management, and organisational development. They... ...technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of... ...atmosphere of trust and innovation. As a Director, you will demonstrate thought leadership...TaxFull timeTemporary workH1b- ...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
- ...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...TaxFull timeInternship
- ...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
- Job Summary:Vice President, Financial Planning & Analysis & Investor RelationsLead Strategy. Shape Growth. Influence the Future.At XPEL... ....Provide financial guidance regarding investments, cost management, market opportunities, and business performance.Monitor industry...Full time
- ...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
- ...associates, corporate support staff and management to ensure issues relating to accounting... ...Petco.Be flexible and available to provide coverage and support for positions in various... ...subleases, Common Area Maintenance (CAM), taxes, etc. in accordance with lease documents...TaxWork experience placementWork at officeLocal areaFlexible hoursNight shiftWeekend work
$90.1k - $209.5k
...facilities at scale and pace. The team comprises experienced project managers who collaborate with vendors and internal teams to ensure the... ...Health care and dependent care Flexible Spending Accounts6. Pre-tax commuter and parking benefits7. 401(k) Savings and Investment...TaxTemporary workFlexible hours$127.2k - $246.9k
...and build a career, KPMG provides audit, tax and advisory services for organizations in... ...our team.KPMG is currently seeking a Manager, Security Governance, Risk and Compliance... ...variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans...TaxH1bLocal area$1,847 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$5,000 - $7,000 per week
...of Equipment Value for Physical Damage •$34/month for Bob Tail Coverage •$122/month for Occupational Injury •Can acquire Your Own... .../Year for Permits, unless doing FL/CA •$550 Heavy Vehicle Use Tax Fuel Card and Fuel Tax •Fuel Card Provided, Purchases Deducted...TaxWeekly payFor contractors- ...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...
$12,000 - $16,000 per week
...Operational Costs & Programs • Physical Damage: Optional coverage available through Roadrunner. Cost varies based on tractor value... ...Roadrunner can facilitate eligible permits. • Heavy Vehicle Use Tax: Annual tax paid by the contractor; amount varies based on the...TaxFor contractors- ...addition to meeting clients and advisors in investor centers across the region.We also... ...years of trusts and estate planning, income tax planning or succession planning work experience... ...accounting, law practice, or wealth management industry environmentFINRA Series 7 and 66...TaxFull timeWork experience placement
- ...Managing Director, Transaction Advisory Services About the Company Globally recognized organization offering transaction advisory and... ...-side engagements, capital raising, and financial sponsor coverage. This role requires a dynamic individual who can leverage extensive...
$1,925 - $2,155 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 work- ...Partners is an independent wealth management firm serving successful... ...together investment management, tax strategy, estate planning,... ...the platform. The Role The Director of Investments will take... ...insurance; group life and LTD coverage; 401(k); paid time off and holidays...TaxWork at office
$2,341 - $2,577 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 work$2,324 - $2,523 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 work- ...Vice President, M&A Tax Advisory About the Company Top-ranked mergers and acquisitions advisory firm focused on complex transactions. Industry Management Consulting Type Privately Held About the Role The Company is seeking a Vice President for M...Tax
- ...Intern, you play a key role in the client experience at a Fidelity Investor Center. Working alongside expert financial professionals, you... ...in exploring a future career in financial planning or wealth management. This is a 10-week, full-time summer internship running...Full timeInternshipSummer internship
- ...Schedule / Call: Full-time clinical schedule with manageable call structures aligned with hospital coverage needs. Scope: Full spectrum of benign and malignant... .... Texas lifestyle featuring no state income tax, warm weather, and close proximity to the Texas Hill...TaxFull timeLocal areaRelocation package
$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 cutting... ...commissions — well above the market average - Healthcare coverage (Vision and Dental) - Life Insurance - 401K Plan - Strong...Remote jobWorldwideFlexible hours
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