Tax Producer creating Canadian and U.S. tax podcasts for LumiQ, an audio - first professional education platform. Researching topics, coordinating experts, and developing engaging CPD content.
About the role
- Managing Director scaling renewable tax credit underwriting for Crux, a clean-energy capital platform. Leading transaction diligence, buyer relationships, underwriting policies, and a growing expert team.
Responsibilities
- Lead early reviews of potential renewable tax credit transactions and assess underwriting package completeness
- Collaborate with project developers to gather required information and documentation
- Oversee and evaluate diligence memorandums for clean energy tax credits and regulatory compliance
- Maintain deep knowledge of transaction structuring, clean energy tax credit rules, and regulations to inform underwriting decisions
- Formulate comprehensive underwriting policies by credit type
- Build and scale a high-performing team of underwriting principals and senior managers
- Mentor and develop junior talent and foster subject-matter expertise
- Lead initiatives to improve underwriting processes using technology and tools with product engineering, legal, and marketing teams
- 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 for potential credit-claim issues
- Prepare detailed credit approval or denial reports and recommendations
- Develop long-term relationships with tax and finance leaders at major F250 tax credit buyers
- Build new relationships through conferences, networking, outreach, partnerships, and inbound opportunities
- Represent the company as a market expert through webinars and conference panels
Requirements
- 14+ years of experience in financial services, renewable energy, or comparable experience
- Renewable energy project finance, banking, or Big Four background preferred
- Strong understanding of the Inflation Reduction Act, related IRS tax codes, renewable energy, underwriting, and risk management
- Detailed knowledge of renewable energy project underwriting, including equipment and performance review
- Baseline understanding of U.S. energy markets, regulatory structures, physical and synthetic power agreements and derivatives, and renewables-focused regional incentives
- Well-developed analytical skills and ability to simplify complex problems
- Advanced oral and written communication skills
- Project management experience and desire to build a new initiative and lead a team at a growing company
- Ability to collaborate across commercial and technology teams
- Strong relationship-building skills and ability to build trust quickly
- Willingness to travel 25%
- FINRA SIE, Series 79, and Series 63 required, or willingness to obtain under Crux’s broker-dealer sponsorship
- Willingness to contribute to and help build team culture
- Interest in a rapid-growth environment with autonomy and flexibility
Benefits
- Remote-first operating model
- Optional offices in DC and NYC
- Optional co-working opportunities in the Bay Area, Seattle, Denver, Boston, LA, and beyond
- Regular company team offsites twice a year
- Healthcare: 100% of employee premiums covered on Aetna or Kaiser plans; 70% subsidy for dependents
- Dental and vision: 100% of employee premiums covered and 50% for dependents
- 10 company holidays per year
- 20 days paid time off per year
- 401k account (no matching program currently)
- 16 weeks parental leave for birthing parents
- 12 weeks parental leave for non-birthing parents
- $5,000 AI learning and development stipend
- Opportunity to exceed bonus targets based on team and individual performance
- Stock options
- Opportunity to work with AI and technology at the cutting edge
- High-growth, high-ownership culture
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