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
$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...TaxPrivate practiceLocal area$170k - $282.5k
...looking for a Data Protection Managing Director reporting directly to the... ...with company match; insurance coverage including basic life,... ...and, eligibility for certain tax advantaged savings plans. For... ...Across the globe, institutional investors rely on us to help them...TaxTemporary workFlexible hours$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...TaxFull timeContract workLocal areaFlexible hours$290k
...benefits We’ve partnered with a respected national wealth management firm to find their next Managing Director, Wealth & Estate Strategy . This is a high-visibility... ...planning platform , bringing together estate, tax, trust, insurance, philanthropy, and investment planning...TaxFull timeLocal areaRelocation package- ...to, strategic planning, resource & risk management, budget oversight & financial success, safety... ...Compensation ~ Comprehensive Health Coverage - Multiple Medical, dental & vision plans... ...Program (EAP) ~ Company-funded HSA and pre-tax savings options ~401(k) Retirement Plan...TaxContract workTemporary workWork experience placementFor subcontractorWork at officeLocal area
- ...% 457(f) retirement plan with employer contribution Malpractice coverage and CME support Qualifications : MD or DO Board Certified in Orthopedic... ...Known as the "Wildflower Capital of Texas" No state income tax Centrally located with easy access to Austin & Dallas Enjoy...TaxLocal areaRelocation package
$150k
...Managing Director Position Profile About the Opportunity: The Managing Director is Texas Performing Arts “number two” leader. The position... ...matching funds Additional Voluntary Retirement Programs: Tax Sheltered Annuity 403(b) and a Deferred Compensation program 4...TaxFlexible hoursShift workWeekend workAfternoon shift$250k - $350k
...exceptional Principal Product Manager to build the HTS API... .../Auction, Pricing, Extranet, Taxes, and Custom Deals Engine.Coordinate... ...paid Medical, Dental and Vision coverage for employees.Access to... ...of the largest institutional investors and banks in the world. HTS is...TaxWork experience placementRemote workWork from homeRelocation package- ...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...
$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- JOB DESCRIPTION The Managing Director, Tax Operations leads execution of major operational programs and enterprise initiatives across Tax, ensuring alignment between strategy, governance, and delivery. This role serves as a strategic partner to Tax leadership, translating...TaxWork at office
$120k - $202.5k
...looking for a Principal Product Manager - Defensive Engineering... ...measure control effectiveness, coverage, and risk reduction.Partner with... ...and, eligibility for certain tax advantaged savings plans.For... ...the globe, institutional investors rely on us to help them manage...TaxFull timeTemporary workFlexible hours$97.5k - $209.5k
**Job Description** Works with management and stakeholders to align priorities and goals using... ...and Oracle commitments to ensure optimal coverage and response to key customer needs,... ...dependent care Flexible Spending Accounts 6. Pre-tax commuter and parking benefits 7. 401(k)...TaxTemporary workImmediate startFlexible hoursShift work$110k - $185k
...within State Street Investment Management Americas Wealth International... ...company match; insurance coverage including basic life, medical... ...and, eligibility for certain tax advantaged savings plans.For... ...StreetAcross the globe, institutional investors rely on us to help them...TaxFull timeTemporary workCurrently hiringFlexible hours$120k - $202.5k
...security architecture and risk management.Why this role is important to... ...company match; insurance coverage including basic life, medical... ...and, eligibility for certain tax advantaged savings plans.For... ...StreetAcross the globe, institutional investors rely on us to help them...TaxFull timeTemporary workFlexible hours$110k - $207.5k
...advancing State Street Investment Management's strategic objectives and... ...company match; insurance coverage including basic life, medical... ...and, eligibility for certain tax advantaged savings plans.For... ...StreetAcross the globe, institutional investors rely on us to help them...TaxFull timeTemporary workFlexible hours- ...well as the day-to-day operations for all Construction, Project Management and Project Administration activities. Has overall... ...Insurance Disability Income Protection Insurance Pre-tax Flexible Spending Plans (Health and Dependent Care) Charitable...TaxFull timeFor contractorsFor subcontractorWork at officeLocal areaFlexible hours
$120k - $202.5k
...Engineering, Architecture, Release Management, Operations, and Business... ...company match; insurance coverage including basic life, medical... ...and, eligibility for certain tax advantaged savings plans.For... ...StreetAcross the globe, institutional investors rely on us to help them...TaxFull timeTemporary workFlexible hours- ...EPCs, OEMs, and infrastructure investors. Identify and shape... ...shifts, including FERC rulings, tax incentives and regional market... ...accountability for pipeline creation, management, and win loss ratios. Lead... ...and vision with 100% premium coverage options ~ Generous PTO and...TaxContract workShift work
$17 - $19 per hour
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- ...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
- ...Finance QuickBooks E-Commerce Enterprise Software Tax Services E-commerce Solutions Cloud Solutions Integration... ...tax return filing services exemption certificate management e-commerce integrations and e-commerce integrations cross...TaxWork at office
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- ...highly differentiated segment of financial services, developing tax-advantaged investment and wealth solutions through multiple... ...strategic partner channels Led growth initiatives within wealth management, asset management, insurance, specialty finance, retirement services...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
- ...marketplace, and strategic embedded partnerships (payments, shipping, tax, etc.), as well as agentic, media, and marketplace platforms.... ..., competitive solutions for merchants, strong category coverage, and deep integration with our core platform. You thrive on undefined...TaxTemporary workLocal area
$260k - $365k
...State and Local Tax (SALT) Associate Attorney Locations: Atlanta, Austin, Baltimore, Boston, Chicago, Dallas, Houston, Los Angeles... ...clear, well-reasoned legal memoranda and correspondence Manage matters from inception through resolution Collaborate with attorneys...TaxWork at officeLocal areaRemote work
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