Senior Manager, Structuring – Tax/Preferred Equity

Job not on LinkedIn

🔥 12 hours ago

🌐 United States, Canada – Remote

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💵 $200k - $300k / year

⏰ Full Time

🟠 Senior

💰 Tax

🦅 H1B Visa Sponsor

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👻 Ghost score 21%

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Logo of Crux

Crux

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 screening and underwriting of new tax/preferred equity opportunities • Build, maintain, audit, and stress-test complex financial models for partnership flip, T-flip, hybrid, and preferred equity transactions • Develop pricing and structuring recommendations • Prepare Investment Committee materials, including transaction economics, sensitivities, and risk analyses • Collaborate with senior Structuring team members on structuring, execution, and negotiations • Drive transactions from intake through closing • Analyze sponsor financials, project contracts, and diligence materials to identify risks and value drivers • Coordinate commercial, technical, legal, tax, and insurance diligence workstreams • Review term sheets, LLC agreements, equity capital contribution agreements, and closing checklists • Use technology and AI-enabled tools to improve modeling, diligence, and reporting • Improve processes and standardize models, IC memos, and term sheets • Engage directly with developers, investors, and advisors and take increasing ownership of counterparty relationships • Review and help develop Associates • Support tax/preferred equity workflow scaling and technology-enabled financing products • Support portfolio management and reporting, including monitoring project performance against underwriting

🎯 Requirements

• Bachelor’s degree in Finance, Economics, Engineering, or a related field • Minimum 4+ years of experience in renewable energy, structured finance, infrastructure investing, investment banking, or a closely related field • Direct tax equity and/or preferred equity structuring and modeling experience required • Experience with partnership flip, hybrid, and preferred equity transactions • Advanced Excel skills and ability to build complex partnership models from scratch • Strong understanding of tax equity and preferred equity structures, allocations, capital accounts, and flip mechanics • Experience leading transaction workstreams, preparing transaction materials, and coordinating due diligence • Experience with independent engineer reviews, tax opinions, appraisals, and tax insurance • Familiarity with IRS requirements, safe harbor tests, and recapture provisions preferred • Experience in a transaction-focused environment with direct client interaction responsibility • Excellent analytical, organizational, and communication skills; ability to manage multiple workstreams • Comfortable adopting new technology platforms and integrating AI tools into daily workflows • FINRA SIE, Series 79, and 63, or willingness to obtain them under Crux’s broker-dealer sponsorship • MBA or MS a plus • VBA or Python skills a plus • Sale-leaseback experience optional

🏖️ Benefits

• Remote-first operating model; work from anywhere in the US and Canada • Optional offices in DC, NYC, and SF • Optional co-working opportunities • Regular company offsites twice a year • 100% employee healthcare premium coverage; 70% dependent premium subsidy • Dental and vision coverage: 100% employee premiums and 50% dependent premiums • 10 company holidays per year • 20 days paid time off per year • 401(k) account • 16 weeks parental leave for birthing parents • 12 weeks parental leave for non-birthing parents • Stock options • High-growth, high-ownership culture • Access to AI-enabled technologies and technology-forward work • Equal employment opportunities

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