Managing Director, Tax Investor Coverage

Overview

The organization is seeking a Managing Director, Tax Investor Coverage to join the Commercial team and help scale its network of buyers across utilities, real estate, and industrials. Reporting to the Head of Tax Investor Coverage, this role will manage a team of junior professionals while shaping and influencing the firm’s broader tax credit buyer strategy.

Responsibilities

• 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 net new relationships through conferences, networking, outreach, partnerships, and inbound
• Serve as a trusted market expert by speaking on webinars and panels at conferences, and in other public forums
• Act as an advisor to help clients build their tax credit investing strategy
• Partner with external buyer advisors, including legal and tax, to navigate complex transaction items
• Manage and mentor junior professionals, overseeing development, workflow, and quality of execution
• Help shape overall tax credit buyer strategy, including how the firm prioritizes segments, partnerships, and go-to-market approach
• Serve as an internal subject matter expert on technical topics related to renewable tax credits
• Contribute to and lead the development of new offerings for strategic partners
• Champion the creation of and adoption of intellectual property
• Partner with product and customer success teams to ensure tax and finance teams derive maximal value from the organization’s technology platform

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
• Comfort and confidence with cold outreach, conference participation, and public speaking
• Strong collaborative, team-oriented approach
• Exceptional relationship-building skills, with the ability to build trust quickly and communicate clearly
• Eagerness to work in a rapid-growth environment with autonomy and flexibility
• Willingness to “roll up your sleeves” and build things hands-on
• Willing to travel, 25%
• Ability to contribute to and help build team culture
• FINRA SIE, Series 79 and 63 required or willingness to obtain under the organization’s broker-dealer sponsorship

Compensation & Benefits

• Total cash compensation: $500,000s - $700,000s, depending on years of experience & revenue scope (not inclusive of equity value)
• Opportunity to exceed bonus targets based on team and individual performance
• Stock options in a rapidly growing company

Benefits

• Healthcare: 100% of employee premiums on Aetna (nationwide) and Kaiser (WA and California); subsidize 80% for dependents (total as a group), if relevant
• Dental & vision: 100% of employee premiums; 80% for dependents (each), if relevant
• Family forming & fertility support
• Parental leave: 16 weeks for birthing parents; 12 weeks for non-birthing parents
• Holidays: 10 company holidays per year
• Paid time off: 20 days per year
• 401(k): account fees supported by the organization

Location

• Remote-first operating model: work from anywhere in the US and Canada, or work out of optional offices in DC (open) and NYC (opening Q1’26). Optional co-working opportunities in Bay Area, Seattle, Denver, Boston, LA, and beyond.