Managing Director, Tax Investor Coverage

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🔥 0 minutes ago

🌐 United States, Canada – Remote

🇺🇸 United States – Remote 🇨🇦 Canada – Remote

💵 $500k - $700k / year

⏰ 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

• Develop long-term client relationships with tax and finance leaders at large F250 tax credit buyers and tax equity investors across utilities, real estate, and industrials • Build new Crux relationships through conferences, networking, outreach, partnerships, and inbound channels • Represent Crux as a market expert through webinars, conference panels, and other speaking opportunities • Advise clients on building their tax credit investing strategies • Partner with external legal and tax advisors on complex transaction items • Manage and mentor junior professionals, overseeing development, workflow, and execution quality • Shape Crux’s tax credit buyer strategy, including segment, partnership, and go-to-market prioritization • Serve as an internal subject matter expert on renewable tax credit topics • Lead and contribute to new offerings for strategic partners • Champion creation and adoption of intellectual property • Partner with product and customer success teams to maximize tax and finance users’ benefit from the Crux technology platform • Contribute to and help build team culture

🎯 Requirements

• 14+ years of experience in tax, accounting, legal practice, and/or tax-advantaged investing • Proven track record building and owning long-term client relationships with tax and finance teams at large corporations from scratch • Experience managing and developing junior team members • Comfortable and confident with cold outreach, conference participation, and public speaking • Strong collaborative and team orientation • Exceptional relationship-building and clear communication skills • Comfortable working in a rapid-growth environment with significant autonomy and flexibility • Willingness to travel 25% • Willingness to contribute to and help build team culture • FINRA SIE, Series 79, and Series 63 required, or willingness to obtain under Crux’s broker-dealer sponsorship

🏖️ Benefits

• Remote-first operating model with work from anywhere in the US and Canada • Optional offices in DC and NYC • Optional co-working opportunities in the Bay Area, Seattle, Denver, Boston, LA, and beyond • Regular company-wide offsites twice a year • 100% employee healthcare premium coverage on Aetna and Kaiser plans • 70% dependent healthcare premium subsidy • 100% employee dental and vision premium coverage • 50% dependent dental and vision premium coverage • 10 company holidays per year • 20 days of paid time off per year • 401(k) account support • 16 weeks of parental leave for birthing parents • 12 weeks of 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 • High-growth, high-ownership culture • Access to cutting-edge AI and technology applications