Overview
This role involves leading tax reporting, compliance, and strategy for a financial services organization that provides financing for residential solar PV customers, including battery storage systems.
The organization is seeking a tax professional with thorough experience in renewable energy projects and finance—strongly preferred is experience with residential solar projects, including relevant ownership structures and tax equity transactions.
Responsibilities
- Lead direct and indirect tax functions, including tax assessment, billing, collection, and filing across multiple state and local jurisdictions.
- Manage relationships with external tax compliance partners and software to ensure timely filing of all sales and property tax returns.
- Monitor and propose options to reduce tax exposure and administrative costs; provide advice on tax structures to support business decisions.
- Establish processes for key deliverables and lead continuous improvement activities to ensure effective, efficient execution.
- Oversee and ensure timely and complete monthly close; support monthly, quarterly, and annual financial reporting, including preparation of annual financial statements.
- Serve as a reviewer on process creation and enhancements, including SOX and internal control matters, both internally and externally.
- Manage deferred tax accounting treatment and financial reporting under US GAAP; create journal entries for advanced topics within your experience.
- Partner with cross-functional teams (e.g., Operations, Capital Markets, Structured Finance, Financial Planning and Analysis) to understand key organizational processes.
- Drive process change and efficiencies by optimizing processes, identifying opportunities for automation, and building for scale—ensuring solutions comply with tax law, GAAP, and company policies.
- Embrace the use of artificial intelligence to drive process efficiencies.
Requirements
- Bachelor’s degree in accounting, finance or related area.
- 10+ years progressive tax, tax accounting, and finance experience; or equivalent combination of education and experience.
- Experience working with ERP systems and databases.
- Ability to execute in a dynamic, fast-paced, and demanding environment.
- Ability to influence across the organization and interact at all levels.
- Knowledge of accounting for residential solar assets, including construction, leases, and PPA agreements.
- Knowledge of federal income tax, state income tax, state and local taxes, and investment tax credits under the Inflation Reduction Act.
- Experience with partnership accounting, including tax equity structures.
- Experience with internal controls and process improvement.
- Excellent organizational, communication, problem-solving, multi-tasking, and prioritization skills.
- Experience with revenue recognition policies and technical accounting.
- Strong knowledge of tax law and tax accounting under US GAAP.
- Knowledge of financial systems, analysis methodologies, and technical standards applicable to corporate accounting and finance.
- Strong Excel skills, including data sorting and manipulation; mastery of pivot tables, lookups, and Power Query.
- Professional presence with ability to lead teams and influence others.
- Ability to work well in a team-oriented, fast-paced environment under strict deadlines.
- Global mindset to thrive in a diverse culture and environment.
- Demonstrated ability to solve complex business problems.
Preferred Qualifications
- Advanced Degree.
- CPA.
- Experience with NetSuite.
- Experience in the financial services or banking industries, including ABS transactions, AFS Loan Assets, IR Hedges and related accounting.
- Accounting and data automation, including macro and artificial intelligence experience.
- “Big Four” experience.
- Korean bilingual.
Compensation & Benefits
In accordance with applicable pay transparency laws, the anticipated annual base salary for this position is:
- Zone 1 (Bay Area, NYC): $208,100 – $234,100
- Zone 2 (CA, NJ, NY): $190,700 – $214,600
- Zone 3 (All others): $173,400 – $195,100
The applicable salary range is based on the employee’s primary work location. Individual compensation will be determined based on qualifications, relevant experience, education, skills, internal equity, and other business-related factors.
The salary range is required by the California Pay Transparency Act and may differ depending on the location of those candidates hired nationwide. A target salary range is for CA positions only and should not be interpreted as an offer of compensation.
Location
This position’s compensation is based on primary work location, with salary zones listed above (Bay Area/NYC; CA/NJ/NY; all others).