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, 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- ...you to shape your own future. KPMG is currently seeking a Managing Director in Healthcare for our Consulting practice. Responsibilities... ...building activities with C- level (CEO, CFO, CIO, Tax Directors, HR Vice Presidents) executives Demonstrated success...TaxLocal area
- ...Managing Director, AI Solutions Architecture About the Company Provider of specialized finance solutions for businesses & individuals across... ...Services Financial Advisers Management Services Tax Law Property Appraisal Automation Software CFO Services...TaxInterim role
- ...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
- ...Managing Director, Head of Portfolio Implementation About the Company Premier investment management firm Industry Financial Services... ...wealth advisory retirement planning estate planning tax planning business planning divorce planning asset...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 Private Equity...
- ...Managing Director, Wealth Strategy About the Company Offers family office services and sophisticated estate and wealth planning for high... ...designation, and at least 10 years of relevant experience in estate and tax planning, or fiduciary and trust planning and administration....TaxWork at office
- ...Managing Director, AI Strategy & Readiness About the Company Provider of specialized finance solutions for businesses & individuals across... ...Services Financial Advisers Management Services Tax Law Property Appraisal Automation Software CFO Services...TaxInterim roleWork at office
- ...Managing Director, Individual Tax & Strategy Services About the Company Integrated professional services platform Industry Information Technology and Services Type Privately Held Founded 2022 Employees 51-200 Specialties outsourced cfo &...TaxWork at office
$33 - $45 per hour
...TSC7 data collectors, and TBC processing software to collect and manage survey data. Verify the accuracy and completeness of... ...Critical 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 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
- ...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
- ...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
- ...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
- ...is seeking a Chief Accounting Officer to design, implement, and manage its international financial infrastructure. The role leads global... ...and acquisitions, and oversee treasury, liquidity, audit, tax, and regulatory relationships. The position also drives finance...Tax
$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 work$25 - $36 per hour
...Project AccountantHands-on accounting and tax work for small business clients - with a clear path forward to Accounting & Tax Manager.Reporting to the Director of Accounting & Tax Services, the Project Accountant prepares monthly accounting work for an assigned section...TaxWork at officeWork from home$2,023 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 shift$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 shift- ...Fractional Chief Operating Officer (COO), Investor Introductions About the Company Ambitious AI-native marketplace & SaaS platform... .... No specific education requirements are stated. Hiring Manager Title Chief Executive Officer (CEO) Functions ~ Business...
- ...Vice President, Investor Relations About the Company Renowned private markets investment... ...institutional sales experience in asset management, preferably in private markets, and a... .... Hiring Manager Title Managing Director Functions ~ Finance ConfidentialWork at office
$2,916 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 shift- ...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...
$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 shift- ...Vice President, Investor Relations (Private Equity) About the Company Leading alternative investment platform offering private equity... ...internal and external stakeholders. Responsibilities include managing investor inquiries, creating and maintaining product...
- ...Staff Accountant, Tax & AccountingOnTarget CPA · Indianapolis, IN · Full-Time · In-officeReady to make your application Please do read... ...it isn't, and you're ready to carry a real client load with manager review rather than hand-holding. You'll build toward the senior...TaxFull time
$2,023 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 work$1,906 - $2,089 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$1,906 - $2,089 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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Managing Director, Tax Investor Coverage. Be the first to apply!
- chief executive officer ceo Indianapolis, IN
- chairman Indianapolis, IN
- bank executive Indianapolis, IN
- executive search company Indianapolis, IN
- nonprofit board member Indianapolis, IN
- senior manager executive compensation Indianapolis, IN
- chief of psychiatry Indianapolis, IN
- executive leadership development program Indianapolis, IN
- chief innovation officer Indianapolis, IN
- chief dental officer Indianapolis, IN



