Transaction Specialist - Finance and Tax

Transaction Specialist - Finance and Tax

Ready to own the details that make complex solar deals close smoothly? As the Transaction Specialist at Resonant Energy, you'll manage the consent, tax credit, and data processes that enable our clients to get their projects built.

You'll independently manage the investor and lender consent process across all active projects, tracking deadlines and building relationships with external parties to keep approvals moving. You'll lead client-facing support for ITC adders, Direct Pay, and ITC transfer applications, maintaining accurate tracking systems from submission through approval. You'll also own the integrity of Salesforce data across the sales and partnerships teams, catching errors, preparing monthly pipeline reports, and identifying improvements to what gets tracked and how.

Enjoy managing multiple detailed processes at once without losing accuracy or missing deadlines Have a working knowledge of tax equity structures, finance, or contracting, or are eager to build that expertise quickly Take initiative to spot inefficiencies in a process and fix them rather than just working around them Are skilled at building relationships with clients, investors and lenders Care about data accuracy and catch inconsistencies before they become bigger problems

• Investor & Lender Consent Management Independently manage the investor and lender consent process across all active projects, including document generation, deadline tracking, and relationship management with external parties Build relationships with investors and lenders to support efficient consent approvals Identify and implement process improvements that reduce time and friction in the consent approval process
• ITC Adder & Direct Pay Management Lead client-facing support for applying for ITC adders, Direct Pay, and ITC transfer Maintain internal tracking systems for client data, application submissions, and approval status Implement process improvements that increase efficiency and accuracy in tax credit application and management
• Salesforce Data Management Review partnerships and sales team Salesforce data for errors and inconsistencies; coordinate resolution with relevant team members Prepare monthly reports on sales team pipeline progress by market segment, financing type, and other key factors Ensure dashboards tracking sales team progress are accurate and visible Identify improvements to what information is tracked and how, and coordinate implementation with the database team

Alignment with our Principles

• Community : We support communities in leading their own clean energy transition and advocate for equitable solar policy.
• Equity : We build wealth in under-invested communities affected by the climate crisis and commit to anti-racist practices.
• Excellence : We do the right things, in the right way and prioritize social and environmental impact alongside economic goals in everything we do.
• Innovation : We implement creative solutions to expand solar access because the industry isn't moving fast enough.
• Integrity : We're trusted partners who communicate transparently and view profit as a means to expand our impact.
• Culture : We balance mission urgency with work-life balance, support, fun and investing in our team's growth.

• Bachelor's degree or equivalent professional experience
• 3+ years of experience working with financiers & lenders, working in commercial real estate development transactions, or working in corporate/business law, contracting or lending
• Preferred: Familiarity with tax equity structures Familiarity with ITC regulations Familiarity with the commercial solar industry Familiarity with securing corporate tax credits or incentives

Planning and Results Orientation: Manages multiple concurrent consent and application processes with detailed tracking, accurate documentation, and consistent on-time delivery

Overarching Sales Delivery: Supports the sales team's ability to execute by maintaining data integrity, generating timely reports, and ensuring compliance processes run smoothly

Problem Solving and Decision Making: Identifies root causes of delays or errors in consent and application processes and develops practical solutions

Relationship Building: Builds productive working relationships with investors, lenders, and internal team members that support efficient process execution

Digital Literacy: Leverages Salesforce and other tools to maintain data accuracy, surface pipeline insights, and drive process improvements

Organizational Awareness: Understands how the consent, tax credit, and data management processes connect to overall project delivery and company financial outcomes

Attention to Detail: Manages consent, tax credit, and Salesforce data processes with a high degree of precisioncatching errors and inconsistencies before they create compliance gaps or project delays

• Salesforce
• Google Workspace proficiency
• MacOS / MacBook
• Native or fluent English

This role primarily works in a standard, temperature controlled office environment on the second floor of a building with an elevator Constant sitting or standing; standing desks are provided Constant computer use No exposure to hazards No exposure to adverse conditions

Total Compensation: $63,000 - $94,500 Base Salary:$63,000 - $82,000 Performance Bonus:Up to $12,500 annually Comprehensive Health & Wellness Healthcare:100% premium coverage for you and your children, 33% coverage for your spouse Dental:100% premium coverage for you Vision:Affordable premium w/exam, glasses, and contacts allowances Mental Health Support:$100 monthly reimbursement for mental health services Health and Dependent Care FSA:Save money on pre-tax deductions for necessary expenses Retirement:401k with automatic 3% employer contribution to help build your financial future Generous Time Off Vacation:13 days annually Sick Leave:8 days annually Holidays:13 annually Parental Leave:Up to 12 weeks fully paid time to bond Community Impact:8 hours for volunteering, GOTV, and protest Voting Leave:3 hours off to do your civic duty Other time as necessary, e.g. Jury duty, bereavement, etc. Growth & Development Professional Development Budget:$500/year Community Building:Quarterly company-wide events for fun and giving back Commuter & Lifestyle Benefits Commuter Support Options:Monthly T-pass Commuter Rail reimbursement Bike allowance for eco-friendly commuting Schedule Flexibility:Option for 8am-4pm schedule to fit your life Remote Work:6 weeks of fully remote work flexibility annually Friday Hard Stop:End work at 4pm to socialize with your colleagues Employee Ownership Opportunity Become a true partner in our mission -Eligible to apply after 3 years: Profit Sharing Unlimited PTO - trust-based time off Democratic Voice - voting to elect delegates to join founders in making key company decisions Join a company that invests in your success, respects your whole life, and offers you the chance to become an owner in meaningful work.

Resonant Energy is committed to the principles of equal employment; we uphold all federal, state, and local laws providing equal employment opportunities, as well as raise the bar to ensure equal employment opportunity for individuals that the law does not protect. All applicants will be considered without regard to race, color, ancestry, national origin, religion, sex, gender identity, gender expression, sexual orientation, pregnancy or pregnancy condition, reproductive health decision-making, age, disability, medical condition, genetic information, marital status, military or veteran status.

Apply Today! Applicants must be authorized to work for any employer in the U.S. now and in the future. At this time, we are unable to sponsor, take over sponsorship or consider future sponsorship needs for an employment Visa. If you need assistance in submitting your application to accommodate a disability, please contact Leah Blaxter, Director of People Operations at View phone number on click.appcast.io.