Principal, Tax Investor Coverage

Overview

This role is part of the Tax Investor Coverage team and focuses on rapidly scaling a network of buyers and executing transactions related to tax credit opportunities.

The organization is scaling quickly and is seeking a Principal who can combine deep expertise with an AI- and tech-forward mindset.

Responsibilities

• Build and grow an individual book of business by nurturing buyers throughout the customer lifecycle to achieve scale of buyer tax credit appetite and reach targeted outcomes.
• Generate new buyer leads through conferences, networking, outreach, and other creative methods.
• Establish credibility and build/expand partnerships with key senior leaders at corporate buyers, family offices, accounting and tax firms, and banks.
• Educate buyers on the role of the platform in tax credit transactions and demonstrate how to use it to achieve more effective and efficient outcomes.
• Serve as a facilitative partner and resource throughout the transaction lifecycle, including developing custom strategies to meet buyer needs.
• Educate buyers on risks and mitigants and proactively address transaction issues.
• Maintain customer data in product and other internal tools.
• Inform product development with user insights and subject matter expertise.
• Discuss complex topics with clarity and accuracy.
• Contribute meaningfully to growth initiatives and collaborate closely with the team.

Requirements

• 8+ years of experience.
• Experience selling tax-related financial products to corporates and family offices; OR
• Experience advising on tax credit accounting methods and transactions; OR
• Played a leading role in structured origination and/or distribution of financial products, especially tax credits or tax equity.
• 3+ years of renewable tax credit experience.
• Comfort and confidence with cold outreach, conference participation, and public speaking.
• Strong written and verbal communication skills.
• Strong relationship-building skills, including building trust quickly and communicating clearly.
• Adaptable and excited about building in an early stage environment; willing to roll up sleeves and build things yourself.
• Willing to travel (25%).
• FINRA SIE, Series 79 and 63 required or willingness to obtain under broker-dealer sponsorship.

Preferred Qualifications

• Not specified.

Compensation & Benefits

• Total cash compensation: $300,000s–$500,000s, depending on years of exp. & 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 include:

• 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 and 12 weeks for non-birthing parents.
• Holidays: 10 company holidays per year.
• Paid time off: 20 days per year.
• 401k: 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.