Principal, Tax Credit Advisory

🕒 February 20

🇺🇸 United States – Remote

💵 $300k - $500k / year

⏰ Full Time

🔴 Lead

💰 Tax

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Crux

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

⚡ Energy

Finance • Energy

Crux is an ecosystem designed to facilitate transactions and management of transferable tax credits among developers, tax credit buyers, banks, syndicators, and advisors. The platform aims to streamline processes such as price discovery, due diligence, and contracting. It offers tools for minimizing risks, ensuring compliance, and managing reporting through a network of regulatory experts. Crux enables developers to maximize the value of tax credits and tax credit buyers to manage tax liabilities and sustainability goals. For banks, syndicators, and advisors, it provides workflows for efficiently managing syndications and connecting with new market participants. Crux’s Transaction Hub centralizes these activities, making it easier to track and execute tax credit transactions in the energy and manufacturing sectors.

📋 Description

• Lead the early review of potential renewable tax credit transactions, assess completeness of the underwriting package. • Collaborate with project developers to gather necessary information and documentation. • Oversee the production of and evaluate diligence memorandums for clean energy tax credits to ensure compliance with regulations, including eligibility criteria, prevailing wage & apprenticeship requirements, etc. • Responsible for maintaining an extensive level of knowledge of transaction structuring, clean energy tax credit industry rules and regulations to inform underwriting decisions. • Formulate standard, comprehensive underwriting policies by credit type. • Develop and lead initiatives to improve the underwriting process, including leveraging technology and tools, in collaboration with internal teams such as product engineering, legal, marketing • Analyze financial, technical and legal documents and project feasibility to determine credit eligibility. • Review tax credit insurance policies to ensure adequate risk mitigation. • Conduct risk assessments to identify potential issues with credit claims. • Prepare detailed reports and recommendations for approval or denial of credits. • Contribute to the development of long-term client relationships with tax and finance leaders at the largest F250 tax credit buyers • Build net new relationships for Crux through conferences, networking, outreach, our extensive partnerships, and inbound • Be a trusted expert in the market by speaking on webinars, on panels at conferences, and more

🎯 Requirements

• 8-12+ years of experience in financial services, renewable energy, or comparable experience • Renewable energy project finance, banking or Big 4 background preferred • Strong understanding of the Inflation Reduction Act, related IRS tax codes, renewable energy industry, underwriting, and risk management • Detail oriented with strong organizational, time management and prioritization skills • Detailed knowledge of critical aspects of renewable energy project underwriting, including equipment and performance review as well as a baseline understanding of U.S. energy markets including regulatory structures, physical and synthetic forms of power agreements and derivatives, as well as renewables-focused regional incentives. • Well-developed analytical skills which includes the ability to simplify and distill complex problems and issues. • Project management experience, desire to build out a new initiative, lead a team at a growing company • Team-oriented, ability to collaborate across multiple internal and external groups, spanning both commercial teams and technology teams • Willing to travel, 25% • FINRA SIE, Series 79 and 63 required or willingness to obtain under Crux’s broker-dealer sponsorship.

🏖️ Benefits

• We cover 100% of premiums for employees with a variety of plans on Aetna (nationwide) and Kaiser (WA and California) and subsidize 70% for dependents (total as a group), if relevant. • We cover 100% of premiums for employees and 50% for dependents (each), if relevant. • 10 company holidays per year. • 20 days paid time off per year. • We support a 401k account but don't have a matching program set up at this time (typical for an early-stage startup). • 16 weeks parental leave for birthing parents and 12 weeks for non-birthing parents. • Stock options in a rapidly growing company.