Tax Manager, Compliance and Planning

Pivot Energy•Denver, CO

About The Position

The Tax Manager, Compliance and Planning, will lead our tax function, specializing in federal and state compliance and strategic planning for our portfolio of renewable energy assets. Specifically, this role will serve as the internal control gatekeeper for project-level federal tax credit compliance across the solar and storage portfolio, as well as liaison with external service providers related to tax planning strategies. Pivot seeks a strong performer who can be responsible for the granular review, validation, and formal certification of federal Investment Tax Credit (“ITC”) eligibility and documentation integrity before financial closings and tax preparation. This role serves as the internal subject-matter expert on Tax Compliance, planning, ITC eligibility, adders, and substantiation, working closely with Legal, Finance, Development, Engineering, Procurement, Construction, and external advisors to ensure projects are structured, documented, and executed in a manner that preserves tax credit value and supports financing. This role materially reduces recapture risk and supports investor-grade compliance standards.

Requirements

Minimum 5–8+ years of experience in tax credit compliance accounting, tax compliance and planning, or project finance within renewable energy, infrastructure, or public accounting.
Background in tax return preparation and/or preparation or auditing of complex tax provision calculations.
Strong working knowledge of federal Investment Tax Credit (ITC) structures.
Experience with tax equity or transferable tax credit transactions.
Direct experience with ITC adders (domestic content, PWA, energy community, low-income).
Familiarity with cost segregation and eligible basis determinations.
Understanding of prevailing wage and apprenticeship compliance under the IRA.
High attention to detail and strong internal control orientation.

Nice To Haves

CPA designation
Experience in a solar and storage IPP environment
"Big 4" or national accounting firm background.

Responsibilities

Own end-to-end ITC compliance across Pivot’s project lifecycle, from early development through placed-in-service and post-PIS audit readiness.
Interpret and apply IRS guidance, Treasury regulations, Notices, FAQs, and other sub-regulatory guidance related to the ITC, including Sections 48 and 48E.
Monitor and assess ongoing regulatory developments (e.g., domestic content, prevailing wage & apprenticeship, FEOC, continuity requirements) and advise internal stakeholders on compliance impacts.
Serve as the primary internal point of contact for ITC compliance questions across Accounting, Development, Delivery, Procurement, Asset Management, and Finance.
Review, evaluate, and coordinate project documentation to ensure a project satisfies federal laws and U.S. Treasury and IRS guidance and regulatory requirements (including Beginning of Construction consideration.
Review and educate the internal team on capitalization policies and cost allocation methodologies.
Review and validate project-level eligible basis calculations.
Confirm cost segregation methodology and supporting documentation.
Provide formal internal certification of ITC qualification.
With the assistance of external tax advisors, oversee the preparation and filing of all federal and state corporate income tax returns.
Manage multi-state indirect tax compliance, including sales and use tax, property tax, and state nexus monitoring.
Coordinate with external tax advisors to ensure the timely completion of annual reporting cycles.
Advise on tax equity structures, such as partnership flips and transferability structures.
Partner with project finance, legal, and development teams to optimize project economics and tax basis.
Coordinate quarterly and annual tax provision process under ASC 740 and US GAAP.
Manage complex partnership income allocations and capital account maintenance.
Provide support in preparing Hypothetical Liquidation at Book Value (HLBV) calculations for tax equity partnerships.
Establish standardized pre-Close and pre-Commercial Operation Date tax compliance review procedures.
Formalize a process related to post-placed in service assets that ensures continued ITC compliance and mitigates recapture risk through early identification and escalation of risks.
Collaborate with Development, Procurement, Legal, and RevOps to close compliance gaps early in the lifecycle.
Partner with the internal ITC working group to refine SOPs and controls.
Support external financial statement audit processes and any IRS audit by coordinating and delivering all required documentation and support as it relates to ITC compliance or eligibility, and address any follow-up questions as appropriate.

Benefits

We are committed to positively contributing to the local communities and people we serve with more than clean energy.
Certified B Corporation
one of Denver’s “Best Places to Work”
company success is driven by a healthy environment, thriving society, and workplace where all individuals are respected.
evaluate every internal decision on environmental, social, and governance (ESG) factors to determine if our actions will result in a net positive impact on the community, our employees, customers, shareholders, and the environment.
Impact – We hold ourselves accountable to having a measurable impact on our people, communities, and the planet
Balance – Put family first; work hard/have fun
Determination – Find ways to be successful no matter how difficult the challenge
Professionalism – Impress everyone we touch, be a team player
Honesty – Be truthful and transparent, externally and internally
Kindness – Create an environment where kindness, empathy, and vulnerability are embraced