Tax Partnerships Lead

Responsibilities

• Scale relationships with high-performing enterprise accounting partners, especially large US accounting firms.
• Lead partner meetings, navigate business development and independence constraints, and build champions across business units and geographies.
• Drive partner referral conversion with commercial teams by optimizing playbooks and systematizing referral lifecycles.
• Expand partnerships with mid-market and regional accounting firms, including referral and co-sell structures.
• Prioritize partner motions that connect tax credit buyers and tax equity investors with clean energy projects.
• Maintain partner records, attribution, pipeline data, champion health, and referral momentum with Revenue Operations.
• Collaborate with Market Intelligence and Marketing on intelligence briefings, tailored reports, events, and client activation.
• Attend partner briefings, conferences, and roadshows; approximately 25% travel.

Requirements

• Genuine tax fluency and the ability to advise credibly with Big Four tax partners or in-house tax executives.
• Practical understanding of accounting-firm transaction processes, business development organizations, independence and compliance constraints, billing relationships, and partner referral incentives.
• Proven ability to build impactful enterprise-level relationships.
• Track record of delivering commercial outcomes from partnerships, such as revenue, pipeline contribution, or conversion metrics.
• Approximately 6–8 years of experience owning meaningful workstreams or relationships.
• Experience building or refining partnership playbooks.
• Ability to work independently in a high-growth environment with limited support.
• Strong cross-functional collaboration skills without direct authority.
• Curiosity and willingness to learn clean energy finance, transferable tax credits, and tax equity.
• Interest in using AI tools to improve day-to-day work.

Nice to Have

• Experience in an accounting firm or transaction advisory practice, tax technology or tax insurance channel team, or structured finance.
• Experience in a high-growth environment.

Compensation and Benefits

• Remote-first operating model with work-from-anywhere options in the US and Canada.
• Optional offices in Washington, DC and New York City, plus coworking opportunities in other US locations.
• High-ownership culture, regular company offsites, and access to financial services and technology expertise.