Manager, Energy Tax Credit Investments

Baker Tilly US; Milwaukee (WI); On-site; USD 124,000 - 271,000; Full time

Job summary

Baker Tilly US is seeking a Manager for their Energy Tax Credit Investments role. This position involves engaging clients, managing teams, and developing strategies within the renewable energy sector. The ideal candidate will have a strong background in finance and proven leadership skills, with a focus on tax credit syndications.

Qualifications

• At least 3 years of experience in renewable energy finance.
• Proven track record in transactions and syndication.
• Expertise in transaction structures for monetizing tax credits.

Responsibilities

• Engage new clients and maintain existing relationships.
• Lead client acquisition efforts and close new business deals.
• Manage and develop team members.

Skills

Leadership

Communication

Problem Solving

Organizational Skills

Education

Bachelor’s degree in finance, accounting, economics, engineering, or related field

MBA or master’s degree

Job description

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Overview

Baker Tilly is a leading advisory, tax, and assurance firm, providing clients with a coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago, and Boston. Baker Tilly Advisory Group, LP, and Baker Tilly US, LLP (Baker Tilly) offer professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and standards. Baker Tilly US, LLP is a licensed CPA firm providing attest services. Baker Tilly Advisory Group, LP, and its subsidiaries provide tax and advisory services. They are not licensed CPA firms.

Baker Tilly is part of Baker Tilly International, a worldwide network of independent firms in 141 territories with 43,000 professionals and a revenue of $5.2 billion. Visit bakertilly.com or connect on LinkedIn, Facebook, and Instagram.

Please discuss the work location with your Baker Tilly talent acquisition professional to understand the requirements.

Baker Tilly is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, disability, veteran status, gender identity, sexual orientation, or any other protected class, in accordance with applicable laws.

Unsolicited resumes submitted through our website or email are property of Baker Tilly and not subject to agency fees unless a formal agreement is in place.

Job Description

As a Manager in the Energy Credit Syndications Group on the Development & Community Advisory team, you will work with experienced energy transaction and investor syndication specialists to develop energy projects and deploy capital, growing Baker Tilly’s tax credit syndications practice. This role requires extensive knowledge of asset funding within the renewable energy industry and experience in investment banking or financial advisory to develop strategies and communicate effectively with clients. The work is complex and varied, requiring independent judgment and discretion.

What You Will Do

• Engage new clients and maintain existing relationships
• Lead client acquisition efforts and close new business deals
• Manage and develop team members
• Participate in capital raising processes and manage relationships with institutional funding parties in the clean energy sector
• Manage market activities to secure favorable terms for clients
• Support internal operations to ensure excellent client experience
• Represent Baker Tilly at industry events and in professional organizations
• Collaborate with advisory teams to leverage expertise in clean energy and tax credit industries
• Manage projects including planning, timelines, and budgets
• Execute special projects and other duties as assigned

Requirements

• Bachelor’s degree in finance, accounting, economics, engineering, or related field
• MBA or master’s degree preferred
• At least 3 years of experience in renewable energy finance, with a proven track record in transactions and syndication
• Experience in structuring and deploying capital from institutional and high-net-worth investors
• Leadership experience in the clean energy or finance industries
• Expertise in transaction structures for monetizing tax credits
• High ethical standards, teamwork, and excellence
• Strong communication, organizational, and problem-solving skills
• Ability to work extended hours and travel as needed
• Salary range: $124,910 to $270,620, depending on skills and location

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Management
• Industry: Accounting