Senior Tax Writer creating authoritative tax content and advising Taxnet Pro users. Applying tax expertise to validate AI and emerging technology solutions at Thomson Reuters.
About the role
- Associate structuring tax and preferred equity transactions for Crux’s clean-energy capital platform. Supporting underwriting, financial modeling, diligence, and closing of renewable-energy financings.
Responsibilities
- Support screening and underwriting of new opportunities
- Conduct initial reviews and pre-pricing screens
- Run and update financial models for tax/hybrid and preferred equity transactions
- Prepare investment materials for the Investment Committee, including transaction economics, sensitivities, and risk analyses
- Work with senior Structuring team members to drive transactions from intake to closing
- Analyze sponsor financials, project contracts, and diligence materials
- Identify transaction risks and value drivers
- Use technology and AI-enabled tools in modeling, diligence, and reporting
- Improve processes and standardize models, IC memos, and term sheets
- Support limited external interactions with developers, investors, and advisors
- Assist with portfolio management and reporting, including monitoring project performance against underwriting
- Support initiatives to scale tax equity workflows and develop technology-enabled financing products
Requirements
- Bachelor's degree in Finance, Economics, Engineering, or a related field
- Minimum 2+ years of experience in renewable energy, structured finance, infrastructure investing, investment banking, or a closely related field
- Demonstrated exposure to tax equity, project finance, or other structured renewable energy transactions
- Strong financial modeling and structuring skills
- Mastery of core valuation and return concepts
- Strong Excel skills and comfort building and navigating complex financial models
- Experience preparing transaction materials and conducting due diligence
- Familiarity with tax equity structures, including partnership flip, T-flip, hybrid, and preferred equity
- Strong analytical, organizational, and communication skills
- Ability to manage multiple workstreams in a fast-paced environment
- Comfortable adopting new technology platforms and integrating AI tools into daily workflows
- FINRA SIE, Series 79, and 63, or willingness to obtain them under Crux’s broker-dealer sponsorship
- VBA or Python skills are a plus
- Familiarity with IRS requirements, safe harbor tests, or recapture provisions is a plus
- Transaction-focused environment experience with client interaction responsibility is a plus
- MBA or MS is a plus
Benefits
- Remote-first operating model: Work from anywhere in the US and Canada
- Optional offices in DC, NYC, and SF
- Optional co-working opportunities
- Regular team offsites two times a year
- 100% of employee healthcare premiums covered; 70% dependent subsidy
- 100% of employee dental and vision premiums covered; 50% dependent coverage
- 10 company holidays per year
- 20 days paid time off per year
- 401k account
- 16 weeks parental leave for birthing parents
- 12 weeks parental leave for non-birthing parents
- Stock options
- Equal employment opportunities
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