Senior Tax Compliance Manager leading international tax compliance for Innergex, a renewable energy producer. Coordinating filings, tax calculations, audits, advisors, and process improvements.
About the role
- Senior Manager structuring tax and preferred equity transactions for Crux, a clean-energy capital platform. Leading underwriting, financial modeling, diligence, and execution from intake through closing.
Responsibilities
- Lead screening and underwriting of new tax/preferred equity opportunities
- Build, maintain, audit, and stress-test complex financial models for partnership flip, T-flip, hybrid, and preferred equity transactions
- Develop pricing and structuring recommendations
- Prepare Investment Committee materials, including transaction economics, sensitivities, and risk analyses
- Collaborate with senior Structuring team members on structuring, execution, and negotiations
- Drive transactions from intake through closing
- Analyze sponsor financials, project contracts, and diligence materials to identify risks and value drivers
- Coordinate commercial, technical, legal, tax, and insurance diligence workstreams
- Review term sheets, LLC agreements, equity capital contribution agreements, and closing checklists
- Use technology and AI-enabled tools to improve modeling, diligence, and reporting
- Improve processes and standardize models, IC memos, and term sheets
- Engage directly with developers, investors, and advisors and take increasing ownership of counterparty relationships
- Review and help develop Associates
- Support tax/preferred equity workflow scaling and technology-enabled financing products
- Support portfolio management and reporting, including monitoring project performance against underwriting
Requirements
- Bachelor’s degree in Finance, Economics, Engineering, or a related field
- Minimum 4+ years of experience in renewable energy, structured finance, infrastructure investing, investment banking, or a closely related field
- Direct tax equity and/or preferred equity structuring and modeling experience required
- Experience with partnership flip, hybrid, and preferred equity transactions
- Advanced Excel skills and ability to build complex partnership models from scratch
- Strong understanding of tax equity and preferred equity structures, allocations, capital accounts, and flip mechanics
- Experience leading transaction workstreams, preparing transaction materials, and coordinating due diligence
- Experience with independent engineer reviews, tax opinions, appraisals, and tax insurance
- Familiarity with IRS requirements, safe harbor tests, and recapture provisions preferred
- Experience in a transaction-focused environment with direct client interaction responsibility
- Excellent analytical, organizational, and communication skills; ability to manage multiple workstreams
- 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
- MBA or MS a plus
- VBA or Python skills a plus
- Sale-leaseback experience optional
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 company offsites twice a year
- 100% employee healthcare premium coverage; 70% dependent premium subsidy
- Dental and vision coverage: 100% employee premiums and 50% dependent premiums
- 10 company holidays per year
- 20 days paid time off per year
- 401(k) account
- 16 weeks parental leave for birthing parents
- 12 weeks parental leave for non-birthing parents
- Stock options
- High-growth, high-ownership culture
- Access to AI-enabled technologies and technology-forward work
- Equal employment opportunities
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