Managing Director, Tax Investor Coverage

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

📋 Description

• Cultivate enduring relationships with tax and finance executives at major Fortune 250 tax credit purchasers and tax equity investors in sectors such as utilities, real estate, and industrials.

• Establish new connections for Crux through participation in conferences, networking events, outreach initiatives, partnerships, and inbound channels.

• Act as a representative of Crux, showcasing market expertise through webinars, panel discussions at conferences, and other speaking engagements.

• Provide strategic guidance to clients on developing their tax credit investment approaches.

• Collaborate with external legal and tax advisors on intricate transaction matters.

• Oversee and mentor junior professionals, ensuring their development, workflow management, and quality of execution.

• Define Crux's strategy for tax credit buyers, which includes segmentation, partnership development, and prioritization of go-to-market efforts.

• Serve as an internal authority on renewable tax credit issues.

• Lead and contribute to the development of new offerings for strategic partners.

• Promote the creation and utilization of intellectual property.

• Collaborate with product and customer success teams to enhance the benefits of the Crux technology platform for tax and finance users.

• Contribute to and foster a positive team culture.

⛳️ Requirements

• A minimum of 14 years of experience in tax, accounting, legal practice, and/or tax-advantaged investing.

• Demonstrated success in establishing and maintaining long-term client relationships with tax and finance departments at large corporations from the ground up.

• Experience in managing and nurturing junior team members.

• Confidence and comfort with cold outreach, attending conferences, and public speaking engagements.

• Strong collaborative mindset and team-oriented approach.

• Outstanding relationship-building abilities coupled with clear communication skills.

• Ability to thrive in a fast-paced growth environment with considerable autonomy and flexibility.

• Willingness to travel 25% of the time.

• Commitment to contribute to and develop a positive team culture.

• Required to hold FINRA SIE, Series 79, and Series 63, or the willingness to obtain these under Crux’s broker-dealer sponsorship.

🏝️ Benefits

• A remote-first work model allowing employees to work from anywhere in the US and Canada.

• Optional office locations in Washington, DC, and New York City.

• Co-working opportunities available in cities such as the Bay Area, Seattle, Denver, Boston, Los Angeles, and others.

• Biannual company-wide offsite events.

• Full coverage of employee healthcare premiums for Aetna and Kaiser plans.

• 70% subsidy on dependent healthcare premiums.

• Complete coverage of employee dental and vision premiums.

• 50% coverage on dependent dental and vision premiums.

• Ten company holidays each year.

• Twenty days of paid time off annually.

• Support for 401(k) accounts.

• Sixteen weeks of parental leave for birthing parents.

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

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

• Potential to exceed bonus targets based on team and individual performance.

• Stock options available.

• A culture centered on high growth and high ownership.

• Access to the latest AI and technology applications.