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
$137k - $206k
...focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.... ...each other. About The Role The Valuation Director/Manager role is a key contributor in performing... ...leave Paid Volunteer Time Off Mental health coverage Fertility benefits Our approach to...TaxWork at officeFlexible hoursCLA (CliftonLarsonAllen)
Indianapolis, IN5 days 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, INmore than 2 months ago - ...Managing Director, Asset Management About the Company Mission-driven provider of tax credit syndication services Industry Real Estate Type Privately Held... ...use properties senior housing multi-investor funds proprietary funds enhanced funds...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
Confidential
Indianapolis, IN5 days ago - ...Details Job Location: Carmel, IN 46032 Director, Investor Relations Reports to: VP, Investor... ...Capital’s investor experience. This role manages daily servicing and communication, supports... ...such as passive investments and basic tax implications for LPs. Strong operator...Tax
$64.2k - $116.4k
...Your key responsibilities Manage daily execution of administrative... ..., principals, managing directors and directors Apply specialized... ...package includes medical and dental coverage, pension and 401(k) plans, and... ...in assurance, consulting, tax, strategy and transactions....TaxSummer holidayWork at officeFlexible hoursEY
Indianapolis, IN3 days ago$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- ...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
- ...Choice of medical plans with prescription coverage ~ Employer HSA contribution ~... ...Description: Primary Purpose of Role: The Investor Relations Analyst plays an important... ...Analyst will work closely with the [Manager/Director], Investor Relations and Executive Director...Temporary workWork experience placementWork at officeImmediate startWorldwide
Allison Transmission
Indianapolis, IN2 days 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, IN4 days ago $17 - $19 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- ...lines. Reporting to the CFO, you’ll play a central role in managing financial processes and guiding the accounting team, with... ...financial activities—think reporting, budgeting, forecasting, tax management, and investor relations—while syncing with the CFO and Chief Strategy...Tax
MRINetwork
Indianapolis, IN1 day 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
- ...Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role... ...authorized 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
Carmel, IN2 days ago - ...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
- Description The Executive Director serves as the Chief Executive Officer of Indiana 811 and... ...responsible for the overall leadership, management, and strategic direction of the organization... ...reports, annual reports, audits, tax filings, and regulatory reporting requirements...TaxWork at officeLocal areaImmediate startAfternoon shift
- ...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, Adobe – Industrial Products &... ...solely an account or alliance manager ~ Direct experience selling... ...includes medical and dental coverage, pension and 401(k) plans, and... ...in assurance, consulting, tax, strategy and transactions. Fueled...TaxSummer holidayFlexible hoursEY
Indianapolis, IN4 days ago- ...Managing Director, Major Gifts About the Company Pioneering organization advancing the Technion-Israel Institute of Technology Industry... ...a peer in the same role to provide coordinated national coverage and will be expected to have strong ties to the local Jewish...Local area
- ...Mission: ButterflyMX is on a mission to empower people to open and manage doors & gates from a smartphone. Our products are installed in... ...self-care stipends Access to optional benefits including pre-tax flexible healthcare spending accounts (FSA and HSA), Dependent Care...TaxTemporary workRemote workWorldwideFlexible hours
GrabJobs
Indianapolis, IN3 days ago - ...and regulatory requirements. Financial Management Maintain full responsibility for... ...maintain relationships with key stakeholders, investors, landlords, vendors, and community... ...Comprehensive medical, dental, and vision coverage ~401(k) retirement plan ~ Generous paid...Relocation
Nbutexas
Indianapolis, IN17 hours ago $2,309 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
Indianapolis, IN1 day 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$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 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$120k - $180k
We work to make the world of business and taxes come alive for creative individuals and organizations! If we've done our job, these... ...As a Principal, you are an experienced accountant capable of managing the client relationship in its entirety. You ensure we deliver...TaxRemote jobFull timePart timeSleeping nightsFlexible 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$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... ...more at Role Overview Reporting to the Director of Accounting Services, the Project Accountant...TaxWork at officeWork from homeMonday to FridayTMA Small Business Accounting PC
Indianapolis, IN2 days ago$80k - $120k
...Job Description Job Description Accounting and Tax ManagerLead the accounting and tax relationship for a group of small business... ...support. Learn more at -careers. Role OverviewThe Accounting and Tax Manager leads the service relationship for an assigned group of small...TaxWork at officeWork from homeTMA Small Business Accounting PC
Indianapolis, IN6 days ago- ...Midwest, with over $10B in assets under management, and is rapidly growing and expanding. We... ...PTO, 401(k) with company match, and health coverage. As a Financial Advisor you play a key... ...cash flow analyses, and assisting with tax and estate planning strategies. You will...TaxTemporary workWork at office
Valeo Financial Advisors LLC
Carmel, IN5 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!
- chief Indianapolis, IN
- technology executive Indianapolis, IN
- chief executive officer Indianapolis, IN
- chief of psychiatry Indianapolis, IN
- chief officer Indianapolis, IN
- information technology executive Indianapolis, IN
- chief executive Indianapolis, IN
- chief growth officer Indianapolis, IN
- store executive Indianapolis, IN
- director of executive recruiting Indianapolis, IN