Managing Director, Tax Credit Advisory

Responsibilities

• Lead early review of potential renewable tax credit transactions and assess underwriting packages.
• Collaborate with project developers to gather information and documentation.
• Oversee production and evaluation of diligence memorandums for clean energy tax credits, ensuring compliance with regulations like prevailing wage & apprenticeship requirements.
• Maintain expertise in transaction structuring, clean energy tax credit rules, and regulations.
• Formulate underwriting policies by credit type.
• Build and scale a high-performing team of underwriting principals and senior managers.
• Mentor junior talent and foster excellence.
• Develop initiatives to improve underwriting processes using technology, collaborating with product engineering, legal, and marketing.
• Analyze financial, technical, and legal documents for credit eligibility.
• Review tax credit insurance policies and conduct risk assessments.
• Prepare reports and recommendations for credit approvals.
• Build long-term client relationships with F250 tax credit buyers.
• Develop new relationships through conferences, networking, and partnerships.
• Act as market expert via webinars and panels.

Requirements

• 14+ years in financial services, renewable energy, or comparable.
• Renewable energy project finance, banking, or Big 4 background preferred.
• Strong understanding of Inflation Reduction Act, IRS tax codes, renewable energy, underwriting, and risk management.
• Detailed knowledge of renewable energy project underwriting, equipment/performance review, U.S. energy markets, regulatory structures, power agreements, derivatives, and incentives.
• Analytical skills to distill complex issues.
• Strong organizational, time management, prioritization, communication, and project management skills.
• Team-oriented with collaboration across groups.
• Relationship building skills.
• Thrives in rapid-growth environment with autonomy.
• Willing to travel 25%.
• FINRA SIE, Series 79, and 63 required or willingness to obtain.

Compensation

• Total cash: $500,000s - $700,000s (depending on experience & revenue scope), excluding equity.
• Opportunity to exceed bonus targets.
• Stock options.