Managing Director, Tax Investor Coverage

Crux

2d • $500,000 - $700,000 • Remote

About The Position

We are adding a Managing Director, Tax Investor Coverage to our Commercial team to rapidly scale our network of buyers across utilities, real estate, and industrials. This role reports to the Head of Tax Investor Coverage and will manage a team of junior professionals, while also helping shape and influence Crux's broader tax credit buyer strategy.

Requirements

• 14+ years of experience in tax, accounting, legal practice, and/or tax advantaged investing
• Proven track record building and owning long-term client relationships with tax and finance teams at large corporations from scratch
• Experience managing and developing junior team members
• Comfortable and confident with cold outreach, conference participation and public speaking
• Strong collaborative and team orientation
• 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

Responsibilities

• Develop long-term client relationships with tax and finance leaders at the largest F250 tax credit buyers and tax equity investors across utilities, real estate, and industrials
• 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
• Serve as a trusted advisor, helping them build their tax credit investing strategy
• Partner with external buyer advisors including legal and tax to navigate complex transaction items
• Manage and mentor a team of junior professionals, overseeing their development, workflow, and quality of execution
• Help shape and influence Crux's overall tax credit buyer strategy, informing how the firm prioritizes segments, partnerships, and go-to-market approach
• Act as an internal subject matter expert on technical topics related to renewable tax credits
• Contribute to and lead the development of new offerings for our most strategic partners
• Champion the creation of and adoption of intellectual property
• Partner with product and customer success teams to ensure tax and finance teams get maximal benefit out of the Crux technology platform

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.
• AI learning stipend: $5,000 towards AI learning and development

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed