Managing Director, Tax Investor Coverage

Crux
•$500,000 - $700,000•Remote

About The Position

Crux is hiring a Managing Director, Tax Investor Coverage for its Commercial team to scale its network of tax credit buyers across utilities, real estate, and industrials. The role reports to the Head of Tax Investor Coverage, manages and mentors junior professionals, and helps shape the company’s broader tax credit buyer strategy. The Managing Director will build and maintain relationships with tax and finance leaders at large corporate tax credit buyers and tax equity investors, develop new business relationships, and serve as a trusted advisor on tax credit investing strategy. The role also includes representing Crux in market forums, advising on complex transaction matters alongside external legal and tax advisors, contributing subject-matter expertise on renewable tax credits, developing offerings and intellectual property, and collaborating with product and customer success teams to support clients’ use of the Crux technology platform. Crux is a remote-first company. Employees may work from anywhere in the US or Canada, or use optional offices and coworking opportunities. The role requires 25% travel. Crux describes its environment as high-growth, high-ownership, collaborative, and focused on applying technology and AI to clean energy finance.

Requirements

  • 14 or more years of experience in tax, accounting, legal practice, and/or tax-advantaged investing.
  • Proven track record building and owning long-term client relationships from scratch with tax and finance teams at large corporations.
  • Experience managing and developing junior team members.
  • Comfort and confidence with cold outreach, conference participation, and public speaking.
  • Strong collaboration and team orientation.
  • Excellent relationship-building skills, with the ability to build trust quickly and communicate clearly.
  • Interest in a rapid-growth environment with substantial autonomy and flexibility.
  • Willingness to roll up sleeves and build things independently.
  • Willingness to travel 25%.
  • FINRA SIE, Series 79, and Series 63 licenses, or willingness to obtain them under Crux’s broker-dealer sponsorship.

Responsibilities

  • Develop long-term relationships with tax and finance leaders at large F250 tax credit buyers and tax equity investors across utilities, real estate, and industrials.
  • Build new relationships through conferences, networking, outreach, partnerships, and inbound opportunities.
  • Represent Crux as a market expert through webinars, conference panels, and other public speaking opportunities.
  • Advise clients on developing their tax credit investing strategies.
  • Partner with external buyer advisors, including legal and tax advisors, to navigate complex transaction matters.
  • Manage and mentor junior professionals, including overseeing their development, workflow, and quality of execution.
  • Help shape Crux’s tax credit buyer strategy, including segment priorities, partnerships, and go-to-market approach.
  • Serve as an internal subject-matter expert on renewable tax credit topics.
  • Contribute to and lead development of new offerings for strategic partners.
  • Champion the creation and adoption of intellectual property.
  • Partner with product and customer success teams to help tax and finance teams get maximum value from the Crux technology platform.
  • Contribute to and help build team culture.

Benefits

  • Company-paid healthcare premiums for employees, with Aetna and Kaiser plan options; dependent premiums are subsidized.
  • Company-paid dental and vision premiums for employees; dependent premiums are partially covered.
  • Family-forming and fertility support.
  • Parental leave: 16 weeks for birthing parents and 12 weeks for non-birthing parents.
  • 10 company holidays per year.
  • 20 days of paid time off per year.
  • 401(k) account fees supported by Crux.
  • Opportunity to exceed bonus targets based on team and individual performance.
  • Stock options.
  • Remote-first work model with optional offices and coworking opportunities.
  • Regular company-wide offsites twice a year.
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