Managing Director, Tax Credit Markets

Accountabilities:

• • Lead the initial review of prospective renewable energy tax credit transactions and assess the completeness and quality of underwriting materials.
  • Partner with project developers to gather required financial, technical, legal, and project documentation and resolve diligence gaps.
  • Oversee the preparation and evaluation of diligence memorandums for clean energy tax credits, ensuring transactions satisfy applicable regulatory requirements, including eligibility, prevailing wage, and apprenticeship criteria.
  • Maintain deep expertise in transaction structuring, clean energy tax credit regulations, applicable IRS requirements, and industry developments to inform underwriting decisions.
  • Develop standardized, comprehensive underwriting policies and frameworks across different tax credit types.
  • Analyze financial, technical, legal, and project feasibility information to determine credit eligibility and assess transaction risk.
  • Review tax credit insurance policies and evaluate whether appropriate risk mitigation is in place.
  • Conduct detailed risk assessments, identify potential issues with credit claims, and prepare recommendations for transaction approval or denial.
  • Build and lead a high-performing team of underwriting principals and senior managers, establishing a culture of excellence, accountability, continuous learning, and subject-matter expertise.
  • Mentor and develop junior talent while creating scalable management and development practices as transaction volume increases.
  • Lead initiatives to improve underwriting processes, leveraging technology, automation, and data in partnership with product, engineering, legal, marketing, and other internal teams.
  • Develop and maintain long-term relationships with senior tax and finance leaders at major corporate tax credit buyers.
  • Generate new business relationships through conferences, networking, strategic partnerships, targeted outreach, and inbound opportunities.
  • Represent the organization as a recognized market expert through webinars, industry panels, conferences, and other external forums.
  • Contribute to broader commercial strategy and help build a high-performing, collaborative team culture.

  Requirements

  • 14+ years of experience in financial services, renewable energy, project finance, banking, Big Four advisory, or a comparable field.
  • Strong preference for experience in renewable energy project finance, banking, tax credit markets, or a related financial services environment.
  • Deep understanding of the Inflation Reduction Act, relevant IRS tax codes, renewable energy markets, tax credit structures, underwriting, and risk management.
  • Detailed knowledge of renewable energy project underwriting, including equipment and performance assessment and the financial, technical, and legal factors affecting project risk.
  • Working knowledge of U.S. energy markets, regulatory structures, physical and synthetic power purchase agreements, derivatives, and regional renewable energy incentives.
  • Strong analytical capabilities, including the ability to simplify complex financial, technical, and regulatory issues and translate them into clear recommendations.
  • Demonstrated experience building or scaling a new initiative, developing processes, and leading teams in a high-growth environment.
  • Exceptional relationship-building and stakeholder-management skills, with the ability to establish trust quickly with senior clients, partners, and internal teams.
  • Excellent written, verbal, and executive-level communication skills, combined with strong listening and influencing abilities.
  • Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-moving environment.
  • Collaborative mindset and ability to work effectively across commercial, technology, legal, and other functional teams.
  • High degree of ownership, resourcefulness, autonomy, and willingness to take a hands-on approach to solving problems.
  • Comfort operating in an entrepreneurial, rapidly changing environment where processes and teams are still being built.
  • Willingness to travel approximately 25% of the time.
  • Commitment to contributing positively to team culture and fostering an inclusive, high-performance environment.
  • FINRA SIE, Series 79, and Series 63 licenses required, or willingness to obtain them under broker-dealer sponsorship.

  Benefits

  • Compensation: Total cash compensation in the $500,000s–$700,000s, depending on experience and revenue scope, excluding equity value.
  • Performance incentives: Opportunity to exceed bonus targets based on individual and team performance.
  • Equity: Stock options in a rapidly growing organization.
  • Work model: Remote-first environment with the ability to work from anywhere in the U.S. and Canada.
  • Office flexibility: Optional offices in Washington, DC and New York City, plus coworking opportunities in several additional locations.
  • Healthcare: Employee medical premiums fully covered, with multiple plan options; dependent coverage is partially subsidized.
  • Dental and vision: Employee premiums fully covered, with partial dependent coverage.
  • Paid time off: 20 days of PTO annually plus 10 company holidays.
  • Parental leave: 16 weeks for birthing parents and 12 weeks for non-birthing parents.
  • Retirement: Access to a 401(k) plan.
  • Professional development: $5,000 AI learning and development stipend.
  • Team culture: Company-wide offsites twice a year, with additional team gatherings as appropriate.
  • Growth environment: High-ownership culture combining financial services expertise with modern technology and AI-driven innovation.
  • Mission-driven work: Opportunity to help accelerate capital deployment into renewable energy and critical infrastructure.