Managing Director, Tax Credit Advisory

This is a fully remote position, open to applicants in United States, +1 more state.

📋 Description

• Lead initial evaluations of prospective renewable tax credit transactions and assess the completeness of underwriting packages.

• Collaborate with project developers to collect necessary information and documentation.

• Oversee and assess diligence memorandums related to clean energy tax credits and regulatory compliance.

• Maintain extensive knowledge of transaction structuring, clean energy tax credit regulations, and rules to guide underwriting decisions.

• Develop comprehensive underwriting policies categorized by credit type.

• Build and expand a high-performing team of underwriting principals and senior managers.

• Mentor and nurture junior talent while promoting subject-matter expertise.

• Lead projects aimed at enhancing underwriting processes through technology and tools in collaboration with product engineering, legal, and marketing teams.

• Analyze financial, technical, and legal documents along with project feasibility to ascertain credit eligibility.

• Review tax credit insurance policies to ensure adequate risk mitigation.

• Conduct risk assessments for potential credit-claim issues.

• Prepare comprehensive credit approval or denial reports along with recommendations.

• Cultivate long-term relationships with tax and finance leaders at major Fortune 250 tax credit buyers.

• Establish new connections through conferences, networking, outreach, partnerships, and inbound opportunities.

• Represent the company as a market expert in webinars and conference panels.

⛳️ Requirements

• 14+ years of experience in financial services, renewable energy, or a related field.

• Preferred background in renewable energy project finance, banking, or Big Four firms.

• Strong knowledge of the Inflation Reduction Act, relevant IRS tax codes, renewable energy, underwriting, and risk management.

• In-depth understanding of renewable energy project underwriting, including equipment evaluation and performance assessment.

• Fundamental knowledge of U.S. energy markets, regulatory frameworks, physical and synthetic power agreements, derivatives, and region-specific renewable incentives.

• Highly developed analytical skills with the ability to simplify intricate problems.

• Excellent oral and written communication capabilities.

• Experience in project management and a strong desire to develop a new initiative and lead a team within a growing organization.

• Ability to collaborate effectively with commercial and technology teams.

• Strong relationship-building skills with a knack for establishing trust rapidly.

• Willingness to travel 25% of the time.

• FINRA SIE, Series 79, and Series 63 certifications required, or willingness to obtain under Crux’s broker-dealer sponsorship.

• Commitment to contribute to and help foster team culture.

• Interest in a fast-paced growth environment that offers autonomy and flexibility.

🏝️ Benefits

• Remote-first operating model.

• Optional offices located in DC and NYC.

• Co-working opportunities available in the Bay Area, Seattle, Denver, Boston, LA, and other locations.

• Regular company team offsites held twice a year.

• Healthcare coverage: 100% of employee premiums covered on Aetna or Kaiser plans; 70% subsidy for dependents.

• Dental and vision coverage: 100% of employee premiums covered and 50% for dependents.

• 10 company holidays each year.

• 20 days of paid time off annually.

• 401k account available (currently no matching program).

• 16 weeks of parental leave for birthing parents.

• 12 weeks of parental leave for non-birthing parents.

• $5,000 stipend for AI learning and development.

• Opportunity to earn bonuses based on team and individual performance exceeding targets.

• Stock options available.

• Chance to work with cutting-edge AI and technology.

• High-growth, high-ownership organizational culture.