Tax Principal- Tax Credit Transferability

Plante Moran • Fort Collins, CO

1d • $206,500 - $262,500 • Hybrid

About The Position

Go beyond the numbers and do something different by helping to build one of the most dynamic new practices in tax. 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. 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. This is a market-facing, origination-driven role for someone who loves building — both a book of business and the team behind it.

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
• remote candidates should expect to travel to a Plante Moran offices periodically throughout the year

Nice To Haves

• CPA preferred
• Public accounting experience preferred but not required; industry and deal-side backgrounds are welcome (e.g., syndicators, brokers, developers)

Responsibilities

• 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
• 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
• 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
• 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 for business-related use
• pension plan is also available for eligible administrative and paraprofessional staff
• discretionary bonus plan is available for eligible staff
• option to elect health insurance in addition to limited paid sick time for contingent staff positions

What This Job Offers

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