Managing Director, Tax Investor Coverage (Clean Energy)

Location: Remote from anywhere in the US and Canada, with optional offices in Washington, DC and New York City, plus optional coworking opportunities in other US cities. Travel is required approximately 25% of the time.

Total cash compensation: $500,000–$700,000 annually, depending on experience and revenue scope, excluding equity value. Bonus targets may be exceeded based on individual and team performance.

Company

A rapidly growing capital platform modernizing capital raising and deployment for clean energy and critical infrastructure through advisory, investments, technology, intelligence, and risk underwriting.

What you will do

• Develop and own long-term relationships with tax and finance leaders at major corporate tax credit buyers and tax equity investors.
• Build new relationships through conferences, networking, outreach, partnerships, and inbound opportunities.
• Advise clients on tax credit investment strategies and guide complex transaction items with external legal and tax advisors.
• Represent the business through webinars, conference panels, and other market-facing activities.
• Manage and mentor junior professionals while overseeing development, workflow, and execution quality.
• Shape buyer strategy, develop new offerings, create intellectual property, and partner with product and customer success teams.

Requirements

• 14+ years of experience in tax, accounting, legal practice, and/or tax-advantaged investing.
• Demonstrated success building long-term relationships with tax and finance teams at large corporations from the ground up.
• Experience managing and developing junior team members.
• Confidence with cold outreach, conference participation, public speaking, and relationship building.
• Strong collaboration, communication, ownership, and execution skills in a rapid-growth environment.
• FINRA SIE, Series 79, and Series 63 required, or willingness to obtain them under broker-dealer sponsorship.

Culture & Benefits

• Remote-first operating model with substantial responsibility and autonomy.
• Optional offices and coworking opportunities, with company-wide gatherings twice a year and regular team offsites.
• Health, dental, and vision benefits, including full employee premium coverage under available plans.
• 20 days of paid time off, 10 company holidays, and parental leave of up to 16 weeks for birthing parents and 12 weeks for non-birthing parents.
• 401(k) access, stock options, and a $5,000 AI learning and development stipend.
• Values emphasize mutual support, rapid improvement, customer focus, ownership, and an inclusive team culture.