Managing Director, Tax Credit Advisory

Managing Director, Tax Credit Advisory Crux Climate Remote | Seattle, Washington D.C., Boston, Denver Senior level Apply Summary by Impactpool Crux is seeking a Managing Director for Tax Credit Advisory to enhance its Commercial team and scale its network of buyers. The role involves leading the review of renewable tax credit transactions, collaborating with project developers, and ensuring compliance with regulations. The candidate will also mentor junior talent, improve underwriting processes, and build long-term client relationships. This position requires a strong background in financial services and renewable energy, along with excellent analytical and communication skills. Candidate Requirements: 14+ years in financial services or renewable energy Experience in renewable energy project finance or Big 4 Strong understanding of IRS tax codes and renewable energy regulations Detail-oriented with strong organizational skills Well-developed analytical skills Effective communication skills Project management experience Team-oriented and collaborative Relationship building skills Willingness to travel 25% FINRA SIE, Series 79 and 63 required or willingness to obtain We’re financing the future of energy Crux is the capital platform for the clean economy. We modernize capital raising and deployment for clean energy and critical infrastructure with solutions across advisory, investments, technology, and intelligence. Our team of 95+ is composed of experts in energy, tax, finance, government, and technology. We have raised $77 million in capital from some of the best investors, including Andreessen Horowitz, Lowercarbon Capital, New System Ventures, Overture, Ardent Venture Partners, QED, Canapi, and others. These funds are joined by strategic investors including Pattern Energy, Clearway Energy, EDF Renewables, Intersect Power, LS Power, Orsted, Hartree Partners, Liberty Mutual Strategic Ventures, MassMutual Ventures, and OMERS Ventures. An inflection point in American energy and manufacturing Energy demand is growing for the first time in decades, driving an urgent need for more affordable and reliable electricity. More electricity requires new clean energy infrastructure and strong domestic supply chains for minerals and components — as well as large amounts of capital. Traditional project financing is opaque, fragmented, and analog. At Crux, we’re changing that. Through unmatched insights and expertise, white-glove service, purpose-built tools, and risk underwriting, we power a more prosperous, clean, and secure energy future. We are scaling quickly and looking for team members who are eager to combine deep expertise with an AI- and tech-forward mindset. The Opportunity We are adding a Managing Director, Tax Credit Advisory to our Commercial team to rapidly scale our network of buyers, and execute more transactions. What you'll do Lead the early review of potential renewable tax credit transactions, assess completeness of the underwriting package. Collaborate with project developers to gather necessary information and documentation. Oversee the production of and evaluate diligence memorandums for clean energy tax credits to ensure compliance with regulations, including eligibility criteria, prevailing wage & apprenticeship requirements, etc. Responsible for maintaining an extensive level of knowledge of transaction structuring, clean energy tax credit industry rules and regulations to inform underwriting decisions. Formulate standard, comprehensive underwriting policies by credit type. Build and scale a high-performing team of underwriting principals and senior managers to support growing transaction volume. Mentor and develop junior talent, fostering a culture of excellence, continuous learning, and deep subject matter expertise. Develop and lead initiatives to improve the underwriting process, including leveraging technology and tools, in collaboration with internal teams such as product engineering, legal, marketing Analyze financial, technical and legal documents and project feasibility to determine credit eligibility. Review tax credit insurance policies to ensure 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 the development of long-term client relationships with tax and finance leaders at the largest F250 tax credit buyers Build net new relationships for Crux through conferences, networking, outreach, our extensive partnerships, and inbound Be a trusted expert in the market by speaking on webinars, on panels at conferences, and more What you bring 14+ years of experience in financial services, renewable energy, or comparable experience Renewable energy project finance, banking or Big 4 background preferred Strong understanding of the Inflation Reduction Act, related IRS tax codes, renewable energy industry, underwriting, and risk management Detail oriented with strong organizational, time management and prioritization skills Detailed knowledge of critical aspects of renewable energy project underwriting, including equipment and performance review as well as a baseline understanding of U.S. energy markets including regulatory structures, physical and synthetic forms of power agreements and derivatives, as well as renewables-focused regional incentives. Well-developed analytical skills which includes the ability to simplify and distill complex problems and issues. Effective listener and advanced communication skills, both oral and written. Project management experience, desire to build out a new initiative, lead a team at a growing company Team-oriented, ability to collaborate across multiple internal and external groups, spanning both commercial teams and technology teams Unrivaled relationship building skills; you build trust quickly and communicate clearly Excited about the idea of a rapid-growth environment with a lot of autonomy, flexi