# Managing Director, Tax Investor Coverage

**Company:** [Crux](https://hotfix.jobs/companies/crux)
**Location:** Remote
**Role:** Account Management
**Salary:** $500k – $700k/yr
**Experience:** 14+ years
**Skills:** tax credits, tax equity, tax accounting, renewable energy, Client Relationship Management, Business Development, public speaking, cold outreach, Team Management, finra sie, series 79, series 63, legal transactions, Go-to-Market Strategy, Customer Success
**Posted:** 2026-08-11

> Leads strategic coverage of tax credit buyers and tax equity investors, building senior client relationships, advising on renewable tax credit strategies, and managing a junior team. Requires 14+ years in tax, accounting, legal practice, or tax-advantaged investing, plus strong business development and public-speaking skills.

## Job Description

## Responsibilities
- Develop long-term client relationships with tax and finance leaders at large corporate tax credit buyers and tax equity investors across utilities, real estate, and industrials.
- Build new client relationships through conferences, networking, outreach, partnerships, and inbound interest.
- Speak on webinars, conference panels, and other industry events as a trusted market expert.
- Advise clients on tax credit investment strategies.
- Partner with external legal and tax advisors to navigate complex transaction matters.
- Manage and mentor junior professionals, overseeing development, workflow, and execution quality.
- Help shape the company’s tax credit buyer strategy, including segment prioritization, partnerships, and go-to-market approach.
- Serve as an internal subject matter expert on renewable tax credits.
- Lead development of new offerings for strategic partners.
- Contribute to the creation and adoption of intellectual property.
- Partner with product and customer success teams to maximize the value of the technology platform for tax and finance teams.
- Travel approximately 25%.

## Requirements
- 14+ years of experience in tax, accounting, legal practice, and/or tax-advantaged investing.
- Proven ability to build and own long-term relationships with tax and finance teams at large corporations.
- Experience managing and developing junior team members.
- Comfort and confidence with cold outreach, conference participation, and public speaking.
- Strong collaboration and team orientation.
- Exceptional relationship-building and communication skills.
- Willingness to work in a rapid-growth environment with significant autonomy and flexibility.
- FINRA SIE, Series 79, and Series 63 licenses, or willingness to obtain them under broker-dealer sponsorship.

## Compensation and Benefits
- Total cash compensation in the **$500,000s–$700,000s**, depending on experience and revenue scope; excludes equity value.
- Bonus opportunity based on team and individual performance.
- Stock options.
- 100% employee healthcare premium coverage, with dependent subsidies.
- 100% employee dental and vision premium coverage, with dependent subsidies.
- 10 company holidays and 20 days of paid time off annually.
- 401(k) plan.
- 16 weeks of parental leave for birthing parents and 12 weeks for non-birthing parents.
- $5,000 AI learning and development stipend.
- Remote-first operating model with work-from-anywhere options in the United States and Canada and optional offices in Washington, DC and New York City.

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