Tax Principal- Tax Credit Transferability

Plante & Moran • New York City, NY

1d • Hybrid

About The Position

This is a market-facing, origination-driven role for someone who loves building — both a book of business and the team behind it. As Principal leading our Tax Credit Transferability Team, you’ll own the growth of an end-to-end practice serving clients across all 50 states. The Inflation Reduction Act’s §6418 transferability market is only a few years old — and we’re looking for a leader who has been in it since the beginning.

Requirements

• 10+ years of relevant tax, tax credit, or clean-energy transaction experience
• Deep, demonstrated expertise in §6418 tax credit transferability
• A proven track record of building a book of business and an established network within the clean-energy credit space (an existing book is not required, but the demonstrated ability to build one is essential)
• Strong leadership, business development, and staff-development skills
• Willingness to travel primarily for business development: prospects, conferences, and training

Nice To Haves

• CPA preferred
• Public accounting experience preferred but not required; industry and deal-side backgrounds are welcome (e.g., syndicators, brokers, developers)
• remote candidates should expect to travel to a Plante Moran offices periodically throughout the year

Responsibilities

• Business Development & Market Origination: Lead origination and growth of the firm’s tax credit transferability practice on both the buy-side and sell-side, nationally.
• Cultivate and expand a network across the clean-energy credit ecosystem — direct sellers, brokers, syndicators, and developers in the 45X / ITC / PTC markets.
• Build a book of business through proactive market development, prospecting, proposals, conferences, and referral-source relationships.
• Serve as a market-facing leader and public voice for the practice, developing thought leadership and representing the firm at industry events.
• Team Building & Staff Development: Lead, mentor, and grow the Transferability Team — inheriting an established core group with a clear path to scale the team.
• Develop technical and market talent through coaching, training, and hands-on engagement leadership.
• Foster a collaborative, high-performing team culture aligned with the firm’s people-first values.
• Technical & Engagement Leadership: Guide clients through the full transferability lifecycle — generation and IRS registration, purchase and sale agreements, diligence and risk mitigation, and claiming credits.
• Oversee transaction structuring, documentation, tax-opinion coordination, and compliance with IRS and Treasury guidance.
• Serve as the senior relationship and economic owner on engagements, including billing, realization, and collections.
• Firm Contributions: Collaborate across Assurance, Tax, Management Consulting, and Wealth Management to identify cross-serving opportunities.
• Contribute to internal training, recruiting, and the development of the firm’s transferability tools and thought leadership.

Benefits

• health insurance
• dental insurance
• vision insurance
• disability insurance
• life insurance
• Flexible Time Off
• various pre-determined holidays
• 401(k) plan
• flexible benefits plans
• business-related travel expense, lodging, and meal reimbursement
• pension plan is also available for eligible administrative and paraprofessional staff
• discretionary bonus plan

What This Job Offers

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