# Principal, Tax Credit Advisory
**Company:** [Crux](https://hotfix.jobs/companies/crux)
**Location:** Remote
**Salary:** $300K-$500K
**Experience:** 8+ years
**Skills:** Inflation Reduction Act, Irs Tax Codes, Renewable Energy Project Finance, Underwriting, Risk Management, Tax Credit Insurance, Financial Modeling, Project Feasibility Analysis, Power Purchase Agreements, Energy Market Regulations, Finra Series 79, Finra Series 63
**Posted:** 2026-02-19
> Leads review and underwriting of renewable energy tax credit transactions, ensures regulatory compliance, assesses risks, and builds relationships with major buyers to facilitate clean energy financing deals. Requires 8-12+ years in financial services or renewables with deep tax credit expertise.
## Job Description
## Responsibilities
- Lead early review of potential renewable tax credit transactions and assess completeness of underwriting package.
- Collaborate with project developers to gather necessary information and documentation.
- Oversee production and evaluation of diligence memorandums for clean energy tax credits, ensuring compliance with regulations including eligibility criteria, prevailing wage & apprenticeship requirements.
- Maintain extensive knowledge of transaction structuring, clean energy tax credit rules and regulations to inform underwriting decisions.
- Formulate standard, comprehensive underwriting policies by credit type.
- Develop and lead initiatives to improve underwriting process, leveraging technology and tools in collaboration with product engineering, legal, marketing.
- Analyze financial, technical, and legal documents and project feasibility to determine credit eligibility.
- Review tax credit insurance policies for adequate risk mitigation.
- Conduct risk assessments to identify potential issues with credit claims.
- Prepare detailed reports and recommendations for approval or denial of credits.
- Contribute to long-term client relationships with tax and finance leaders at largest F250 tax credit buyers.
- Build net new relationships through conferences, networking, outreach, partnerships, and inbound.
- Act as trusted market expert via webinars, panels at conferences.

## Requirements
- 8-12+ years of experience 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 industry, underwriting, risk management.
- Detailed knowledge of renewable energy project underwriting (equipment, performance review), U.S. energy markets, regulatory structures, power agreements, derivatives, renewables incentives.
- Detail-oriented with strong organizational, time management, prioritization skills.
- Well-developed analytical skills to simplify complex problems.
- Effective listener and advanced communication skills (oral/written).
- Project management experience; desire to build new initiatives, lead team.
- Team-oriented, collaborative across commercial and technology teams.
- Unrivaled relationship building skills.
- Excited about rapid-growth environment with autonomy; willing to roll up sleeves.
- Willing to travel 25%.
- FINRA SIE, Series 79, and 63 required or willingness to obtain.

## Compensation
- Total cash compensation: $300,000s - $500,000s, depending on experience & revenue scope (not inclusive of equity).
- Opportunity to exceed bonus targets based on team/individual performance.
- Stock options.
**Apply:** https://hotfix.jobs/jobs/principal-tax-credit-advisory-at-crux-54e674df-1b3f-46dd-a806-5c741441674b
**Canonical:** https://hotfix.jobs/jobs/principal-tax-credit-advisory-at-crux-54e674df-1b3f-46dd-a806-5c741441674b