Managing Director, Tax Credit Advisory

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🔥 0 minutes ago

🌐 United States, Canada – Remote

🇺🇸 United States – Remote 🇨🇦 Canada – Remote

⏰ Full Time

🔴 Lead

💰 Tax

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Crux

WebsiteLinkedInAll Job Openings

11 - 50 employees

💼 Consulting

🏥 Healthcare

📦 Logistics

Consulting • Healthcare • Logistics

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 early reviews of potential renewable tax credit transactions and assess underwriting package completeness • Collaborate with project developers to gather required information and documentation • Oversee and evaluate diligence memorandums for clean energy tax credits and regulatory compliance • Maintain deep knowledge of transaction structuring, clean energy tax credit rules, and regulations to inform underwriting decisions • Formulate comprehensive underwriting policies by credit type • Build and scale a high-performing team of underwriting principals and senior managers • Mentor and develop junior talent and foster subject-matter expertise • Lead initiatives to improve underwriting processes using technology and tools with product engineering, legal, and marketing teams • Analyze financial, technical, and legal documents and project feasibility to determine credit eligibility • Review tax credit insurance policies for adequate risk mitigation • Conduct risk assessments for potential credit-claim issues • Prepare detailed credit approval or denial reports and recommendations • Develop long-term relationships with tax and finance leaders at major F250 tax credit buyers • Build new relationships through conferences, networking, outreach, partnerships, and inbound opportunities • Represent the company as a market expert through webinars and conference panels

🎯 Requirements

• 14+ years of experience in financial services, renewable energy, or comparable experience • Renewable energy project finance, banking, or Big Four background preferred • Strong understanding of the Inflation Reduction Act, related IRS tax codes, renewable energy, underwriting, and risk management • Detailed knowledge of renewable energy project underwriting, including equipment and performance review • Baseline understanding of U.S. energy markets, regulatory structures, physical and synthetic power agreements and derivatives, and renewables-focused regional incentives • Well-developed analytical skills and ability to simplify complex problems • Advanced oral and written communication skills • Project management experience and desire to build a new initiative and lead a team at a growing company • Ability to collaborate across commercial and technology teams • Strong relationship-building skills and ability to build trust quickly • Willingness to travel 25% • FINRA SIE, Series 79, and Series 63 required, or willingness to obtain under Crux’s broker-dealer sponsorship • Willingness to contribute to and help build team culture • Interest in a rapid-growth environment with autonomy and flexibility

🏖️ Benefits

• Remote-first operating model • Optional offices in DC and NYC • Optional co-working opportunities in the Bay Area, Seattle, Denver, Boston, LA, and beyond • Regular company team offsites twice a year • Healthcare: 100% of employee premiums covered on Aetna or Kaiser plans; 70% subsidy for dependents • Dental and vision: 100% of employee premiums covered and 50% for dependents • 10 company holidays per year • 20 days paid time off per year • 401k account (no matching program currently) • 16 weeks parental leave for birthing parents • 12 weeks parental leave for non-birthing parents • $5,000 AI learning and development stipend • Opportunity to exceed bonus targets based on team and individual performance • Stock options • Opportunity to work with AI and technology at the cutting edge • High-growth, high-ownership culture