Managing Director, Tax Credit Advisory

Managing Director, Tax Credit Advisory | Crux Climate

Managing Director, Tax Credit Advisory

Crux Climate Remote | Seattle, Washington D.C., Boston, Denver Senior level

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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, flexibility

You’re not afraid to roll-up your sleeves and build things yourself

Willing to travel, 25%

Contribute to and help build team culture

FINRA SIE, Series 79 and 63 required or willingness to obtain under Crux’s broker-dealer sponsorship

What we bring Backing, traction & brand : We have raised $77 million in capital from some of the best venture and strategic investors, including Andreessen Horowitz, Lowercarbon Capital, New System Ventures, Ardent Venture Partners, Pattern, Clearway, EDFR, Intersect, LS Power, Orsted, Hartree Partners, Liberty Mutual Strategic Ventures, MassMutual Ventures, and OMERS Ventures.

Have been profitable and are growing exponentially

We have closed over 130+ transactions in just the last 2 years, facilitating billions of dollars of capital flowing into renewables projects

Culture & working dynamic Remote-first operating model : Work from anywhere in the US and Canada, or work out of our optional offices in DC (open), NYC (opening Q1’26). Optional co-working opportunities with co-workers in Bay Area, Seattle, Denver, Boston, LA, and beyond.

High growth & high ownership culture : We grow quickly by giving extremely talented people a lot of responsibility.

Best of financial services & technology : We have brought together a team that are experts in clean energy finance, and the best technologies. Use your expertise while getting to be on the cutting edge of applying AI to your day and your clients’ experience.

Regular team offsites : We sustain culture by bringing the entire company together 3 times a year. Individual teams may also meet up more frequently.

Benefits Healthcare : We cover 100% of premiums for employees with a variety of plans on Aetna (nationwide) and Kaiser (WA and California) and subsidize 70% for dependents (total as a group), if relevant.

Dental & vision : We cover 100% of premiums for employees and 50% for dependents (each), if relevant.

Holidays : 10 company holidays per year.

Paid time off: 20 days per year.

401k : We support a 401k account but don't have a matching program set up at this time (typical for an early-stage startup).

Parental leave : 16 weeks for birthing parents and 12 weeks for non-birthing parents.

Compensation : Total cash compensation: $500,000s - $700,000s, depending on years of exp. & revenue scope, not inclusive of equity value.

Opportunity to exceed bonus targets based on team and individual performance.

Stock options in a rapidly growing company.

Our values Care for each other: We want to work on a team where people support each other - in their growth, in their work, and towards our shared mission. When we do that, we have fun.

Build and improve rapidly: We move quickly. To do that, we focus, consistently ask ourselves if we are prioritizing the right things, and execute them as best as possible.

Focus unremittingly on customers: Our first obligation is to our customers and partners, and we keep their needs front and center in everything we do.

Demonstrate ownership: We are all owners of Crux. This is our team, our company, our product and we show that to each other.

Convene a team that reflects the breadth of experiences in the country: We’re building a team with a wide range of backgrounds and a culture where everyone can thrive.

We provide equal employment opportunities to all applicants without regard to race, color, religion, age, , national origin, disability status, genetics, protected veteran status, , gender identity or expression, or any other characteristic protected by law.

At Impactpool we do our best to provide you the most accurate info, but closing dates may be wrong on our site. Please check on the recruiting organization's page for the exact info. Candidates are responsible for complying with deadlines and are encouraged to submit applications well ahead.

Before applying, please make sure that you have read the requirements for the position and that you qualify. Applications from non-qualifying applicants will most likely be discarded by the recruiting manager.

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

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