Managing Director, Tax Investor Coverage

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

📋 Description

• Cultivate long-term relationships with tax and finance leaders from major F250 tax credit purchasers and tax equity investors in sectors such as utilities, real estate, and industrials.

• Establish new client connections through conferences, networking events, outreach, partnerships, and inbound channels.

• Present as a market expert at webinars and conference panels.

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

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

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

• Shape Crux’s strategy for tax credit buyers, encompassing segmentation, partnerships, and go-to-market prioritization.

• Act as an internal subject matter expert on renewable tax credits.

• Create new offerings for strategic partners.

• Advocate for the development and adoption of intellectual property.

• Collaborate with product and customer success teams to maximize the advantages of Crux’s technology platform for tax and finance teams.

• 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 building and maintaining long-term relationships with tax and finance teams at large corporations from the ground up.

• Experience in managing and developing junior team members.

• Comfortable and confident with cold outreach, attending conferences, and public speaking engagements.

• Strong collaborative spirit and team orientation.

• Exceptional relationship-building capabilities; ability to quickly establish trust and communicate effectively.

• Enthusiastic about working in a fast-paced growth environment that offers significant autonomy and flexibility.

• Willingness to travel up to 25% of the time.

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

🏝️ Benefits

• Remote-first operating model; work from anywhere in the US and Canada.

• Optional office locations in DC and NYC.

• Optional co-working opportunities available.

• Regular team offsites held twice a year.

• Comprehensive healthcare coverage: 100% of employee premiums paid; 80% of dependent premiums subsidized.

• Dental and vision insurance: 100% of employee premiums covered; 80% of dependent premiums covered.

• Support for family formation and fertility.

• Parental leave policy: 16 weeks for birthing parents and 12 weeks for non-birthing parents.

• 10 company holidays each year.

• 20 days of paid time off annually.

• 401(k) account fees covered by Crux.

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

• Stock options available.

• Dynamic, high-ownership workplace culture.

• Access to advanced AI and technology applications.

• Professional autonomy and flexibility.