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
- ...Details Job Location: Carmel, IN 46032 Director, Investor Relations Reports to: VP, Investor... ...’s investor experience. This role manages daily servicing and communication, supports... ...such as passive investments and basic tax implications for LPs. ~ Strong...Tax
The BAM Companies LLC
Carmel, IN1 day ago - ...Job Description Job Description The Managing Director provides financial services to ultra-high-net-worth (UHNW) individuals and families... ...planning techniques, investments, insurance, income/estate taxes, retirement planning and estate planning techniques Effective...TaxNight shift
Oxford Financial GRP
Carmel, IN24 days ago - ...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
$198k - $357k
...and build a career, KPMG provides audit, tax and advisory services for organizations... ...KPMG is currently seeking an Associate Managing Director, ECC Contracts (Federal) to join our... ...variety of medical and dental plans, vision coverage, disability and life insurance, 401(k)...TaxContract workH1bWork at officeLocal area$33 - $45 per hour
...TSC7 data collectors, and TBC processing software to collect and manage survey data. Verify the accuracy and completeness of... ...Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary...TaxPermanent employmentContract workTemporary workSummer workWork at officeWork from homeShift workNight shiftActalent
Indianapolis, IN2 days ago$150k - $190k
...institutional expertise. The ILS Board of Directors anticipates building on its reputation... ...clients and to equal access to justice. Manage staff, financials, reporting, budget development... ...the IRS to assist low‑income people with tax disputes. In 2025, ILS closed 16,353...TaxWork at officeLocal areaFlexible hoursIndiana Legal Services, Inc.
Indianapolis, IN14 hours ago- ...nationwide network. The Role The Executive Director leads the Indiana Division and is... ...of daily operations, including facility management, food procurement, warehouse coordination... ...governance standards, financial reporting, tax requirements, and organizational policies...TaxWork at officeLocal areaAfternoon shift
Midwest Food Bank
Indianapolis, IN2 days ago - ...opportunities for future growth already in place through the federal tax credit, this leader will be well-positioned to build on a strong... ...cultivate a strong culture of giving across the organization Manage and grow a portfolio of major donors and prospects, building...Tax
The Oaks Academy
Indianapolis, IN14 hours ago - ...is seeking a strategic and accomplished tax executive to serve as our next Senior Vice... ...optimize the effective tax rate while managing risk and maintaining full compliance.... ...package includes medical, dental and vision coverage, 401(k) and Employee Stock Ownership Plan...TaxLocal area
Merchants Bank of Indiana
Carmel, IN4 days ago - ...Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director . This... ...to work in the United States Benefits Top-tier health coverage including medical, dental, and vision plans for you and your...Visa sponsorship
WealthBridge Financial Group
Greenwood, IN2 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
- ...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
$92.9k - $209.5k
...Job Description We are seeking a Product Manager t o own the architecture, engineering, automation, and operational excellence of... ...Health care and dependent care Flexible Spending Accounts # Pre-tax commuter and parking benefits #401(k) Savings and Investment Plan...TaxTemporary workFlexible hoursOracle
Indianapolis, IN14 hours ago$125k - $175k
...properties through private real estate investments sponsored and co-managed alongside specialized operating partners. TPO was formed... ...investment activity, on a private placement basis, and only to investors who meet applicable eligibility standards. Position...Work at officeRemote workTwoPointO Capital LLC
Carmel, INa month ago- ...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
$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- ...SUMMARY As a key member of the Family Office Services Team, the Managing Director & Family Office Fellow is responsible for producing and... ...Family Office Fellow also involves providing firm-wide support on tax and estate planning issues, writing and publishing expert...TaxWork at office
$2,908 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
Carmel, IN1 day ago$1,671 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 workNight shiftAtlas MedStaff
Indianapolis, IN1 day ago- ...Union is looking for a Mortgage Servicing Investor Reporting Specialist to support critical investor reporting functions while managing specialized mortgage servicing activities... ...(PMI) and Builders Risk insurance coverage for loans during the construction phase....Daily paidPermanent employment
FORUM Credit Union
Fishers, IN3 days ago $102.3k - $209.5k
...Oracle executive leadership and top-tier reference customers. Manage strategic engagement with the field to help grow our... ...Health care and dependent care Flexible Spending Accounts # Pre-tax commuter and parking benefits #401(k) Savings and Investment Plan...TaxTemporary workRelocation packageFlexible hoursOracle
Indianapolis, IN2 days ago$25 - $36 per hour
...Project Accountant Hands-on accounting and tax work for small business clients - with a clear path forward to Accounting & Tax Manager. About TMA TMA Small Business Accounting,... ...Learn more at Role Overview Reporting to the Director of Accounting & Tax Services, the Project...TaxWork at officeWork from homeMonday to FridayTMA Accounting + TMA Payroll
Indianapolis, IN2 days ago$25 - $30 per hour
...years. TMA brings accounting, payroll, and taxes together for 300+ small businesses: one... ...more at Role Overview Reporting to the Director of Accounting Services, the Staff Accountant... ...attitude Organized and reliable, able to manage many clients and deadlines at once Tech-...TaxHourly payWork at officeWork from homeMonday to FridayTMA Accounting + TMA Payroll
Indianapolis, IN14 hours ago$80k - $120k
...Accounting and Tax Manager Lead the accounting and tax relationship for a group of small business owners who count on you year-round - with an experienced team behind you and a clear path to grow. About TMA TMA Small Business Accounting, P.C. is an Indianapolis...TaxWork at officeWork from homeMonday to FridayTMA Small Business Accounting PC
Indianapolis, IN3 days ago$2,911 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 workNight shiftAtlas MedStaff
Indianapolis, IN1 day ago$1,687 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 workNight shiftAtlas MedStaff
Indianapolis, IN1 day ago- ...personal clients since 1976. We are looking for an experienced staff person to help manage our growth in all areas of the Company. Responsibilities: Responsible for multiple clients’ tax compliance and accounting needs Preparation of compiled and reviewed...Tax
TEIPEN CPA Group PC
Indianapolis, INa month ago $2,577 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 officeRemote workShift workNight shiftWeekend workTravelNurseSource
Indianapolis, IN17 hours ago$50k
...illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are... ...advisors. Edward Jones offers a 401k retirement plan, and tax‑advantaged accounts: health savings account and flexible spending...TaxWork at officeWork from homeHome officeFlexible hoursEdward Jones
Carmel, IN2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Managing Director, Tax Investor Coverage. Be the first to apply!
- board member Indianapolis, IN
- executive support Indianapolis, IN
- financial executive Indianapolis, IN
- supply chain executive Indianapolis, IN
- managing director Indianapolis, IN
- chief diversity officer Indianapolis, IN
- information technology executive Indianapolis, IN
- restaurant managing partner Indianapolis, IN
- hospital ceo Indianapolis, IN
- chief digital officer Indianapolis, IN