
51 - 200 employees
Founded 2007
💼 Consulting
🤝 B2B
Consulting • B2B
Tri-Merit is a specialty tax consulting firm that helps businesses and accounting firms uncover and document federal tax incentives and credits. Their CPA- and engineer-led team delivers cost segregation studies, R&D tax credit analyses, renewable energy tax credit consulting (Sections 48, 48E, 45X), Section 179D energy-efficiency deductions, 45L credits, ERC verification, tax credit transfer due diligence, and tax audit defense. Tri-Merit focuses on producing audit-ready documentation and partners with CPAs, business owners, and engineering firms to increase cash flow, ensure compliance, and expand client services.
🔥 0 minutes ago
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51 - 200 employees
Founded 2007
💼 Consulting
🤝 B2B
Consulting • B2B
Tri-Merit is a specialty tax consulting firm that helps businesses and accounting firms uncover and document federal tax incentives and credits. Their CPA- and engineer-led team delivers cost segregation studies, R&D tax credit analyses, renewable energy tax credit consulting (Sections 48, 48E, 45X), Section 179D energy-efficiency deductions, 45L credits, ERC verification, tax credit transfer due diligence, and tax audit defense. Tri-Merit focuses on producing audit-ready documentation and partners with CPAs, business owners, and engineering firms to increase cash flow, ensure compliance, and expand client services.
• Develop and grow business opportunities within the energy services market • Leverage relationships across ESCOs, EPCs, engineering firms, contractors, and ownership groups • Lead discovery conversations and early-stage opportunity development • Navigate multi-stakeholder projects and long-form sales cycles • Collaborate with Tri-Merit’s internal technical teams on project execution and delivery • Represent Tri-Merit throughout the energy and ESCO community
• 5+ years of experience at an ESCO or energy services firm • Strong understanding of consultative, relationship-driven sales • Existing industry relationships within energy, engineering, construction, or public-sector markets • Self-motivated professional comfortable working with autonomy • Strong communication and business development skills
• Entrepreneurial and performance-driven environment • Opportunity to grow and scale existing industry relationships
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