Overview
Location: Remote (U.S. Based Preferred)
Reports To: CFO / Head of Finance
Compensation: $160,000 – $220,000 base salary + bonus opportunity
This role involves managing tax functions for a residential solar finance platform specializing in third-party ownership (TPO) products. The platform delivers Energy Service Agreements (ESA) and leases through installer channels, financed via warehouse facilities, tax credit monetization, and equity capital.
The Tax Manager will have deep expertise in renewable energy tax structuring, compliance, and tax credit monetization, with a focus on solar asset structuring, ITC and IRA incentives, and managing tax risk in complex financing and investor environments.
This is a hands-on position encompassing tax compliance, structured finance, tax equity, renewable energy incentives, and investor diligence within a high-growth environment. The role reports to senior finance leadership and includes ownership of direct and indirect tax functions across a multi-entity corporate structure.
Responsibilities
Direct & Indirect Tax Compliance
- Lead direct and indirect tax functions across a multi-entity corporate structure
- Oversee preparation and timely filing of federal, state, and local tax returns, including corporate, partnership, sales, and property tax filings, coordinating with outsourced tax providers
- Manage property tax exposure and evaluate strategies to reduce tax liability across the asset portfolio
- Establish and maintain processes for key tax deliverables; drive continuous improvement of tax operations, documentation, and controls
- Own quarterly and annual tax provision calculations ensuring alignment with financial reporting
- Collaborate with accounting and finance teams to ensure proper capture and documentation of tax-sensitive transactions, intercompany activity, asset ownership, depreciation, and tax credit activity
ITC & Renewable Energy Tax Credit Management
- Serve as internal expert on the Investment Tax Credit (ITC) under Sections 48 and 48E, including bonus credit adders such as Domestic Content, Energy Community, and Low-Income Community designations
- Maintain audit-ready documentation supporting ITC qualification, basis, placed-in-service timing, bonus adders, and overall defensibility across all projects
- Track and interpret IRS and Treasury guidance under the Inflation Reduction Act (IRA), One Big Beautiful Bill (OBBB), and other relevant legislation affecting residential solar TPO assets
- Advise on ITC recapture risk, placed-in-service timing, and safe harbor elections in coordination with legal and operations teams
- Support tax credit sale, transfer, and insurance diligence by preparing and reviewing schedules, documentation packages, and responses to tax-related diligence inquiries
Tax Equity & Structured Finance
- Support structuring and diligence of tax equity transactions including preferred equity, partnership flip, sale-leaseback, and pass-through lease structures
- Collaborate with capital markets and legal teams during investor, lender, tax credit buyer, and insurer due diligence to address tax-related questions
- Review and provide input on joint venture, tax equity, tax credit transfer, warehouse facility, and other legal and financing documents
- Work with finance on tax equity modeling assumptions, pricing inputs, and transaction economics
- Identify tax risks and documentation gaps early in transaction processes and help develop practical solutions with internal and external advisors
TPO Asset Tax Accounting
- Oversee tax accounting for residential solar assets under TPO structures, including ESAs, leases, and power purchase agreements (PPAs)
- Ensure proper accounting and documentation for ITC transactions, joint ventures, and equity method investments
- Coordinate with accounting on MACRS depreciation schedules, bonus depreciation elections, and deferred tax positions
- Maintain clear asset-level tax records to support lender reporting, investor diligence, tax credit monetization, audit review, and future financing transactions
Cross-Functional Advisory & Controls
- Act as primary internal advisor on all tax matters to finance, legal, capital markets, and operations teams
- Build and maintain scalable tax policies, controls, and frameworks that meet investor, lender, insurer, and IRS diligence requirements
- Coordinate with external tax counsel, Big 4 advisors, and outsourced compliance partners
- Evaluate state and local tax incentives and credits applicable to multi-state operations
- Develop scalable processes to manage increasing project volume, asset-level documentation, tax credit support, and compliance requirements efficiently
- Provide strategic guidance to leadership on tax implications of new products, financing structures, and platform growth initiatives
Requirements
- Bachelor’s degree in Accounting, Finance, or related field; CPA required
- 5–8+ years of tax experience, including at least 3 years in renewable energy, structured finance, or project finance
- Hands-on knowledge of ITC and IRA tax credit rules with operational experience managing compliance, documentation, and diligence
- Experience with partnership taxation and tax equity transaction structures such as partnership flip, sale-leaseback, or pass-through lease
- Proven ability to manage direct and indirect tax compliance across a multi-entity structure
- Strong analytical and financial modeling skills; ability to review and comment on complex legal documents, transaction structures, and tax-sensitive commercial terms
- Excellent verbal and written communication skills; capable of explaining complex tax issues to non-tax stakeholders
- Ability to work independently, prioritize effectively, and manage complex tax workstreams with minimal oversight
- Strong judgment, attention to detail, and ability to balance technical tax requirements with practical business execution
Preferred Qualifications
- Experience with residential solar TPO platforms, renewable energy developers, solar fintech, tax equity investors, or renewable energy financing platforms
- Familiarity with securitization, warehouse facilities, tax credit transferability, and related tax implications
- Working knowledge of FEOC compliance, Domestic Content traceability, Safe Harbor documentation, and ITC qualification requirements
- Experience managing property tax exposure across distributed residential asset portfolios
- Exposure to Big 4 public accounting firms with renewable energy or financial services clients
- Experience using AI tools to improve tax workflows including research, guidance monitoring, document review, diligence responses, compliance tracking, data validation, and process design
- Master’s degree in Taxation or LLM in Taxation
Equal Opportunity
The employer is an equal opportunity organization that values diversity and does not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. The organization is committed to fostering an inclusive environment where all employees feel respected, supported, and empowered to succeed.