Remote-First Managing Director, Tax Investor Coverage

Crux; New York (NY); Remote; USD 500,000 - 700,000; Full time

Benefits offered by this job

Healthcare

Dental & vision

Holidays

Paid time off

401k

Parental leave

AI learning stipend

Stock options

Job summary

Crux is financing the future of energy and is a capital platform for the clean economy. We modernize capital raising and deployment with advisory, investments, technology, and intelligence.

We are scaling quickly and seeking a Managing Director, Tax Investor Coverage to grow our network of buyers and shape tax credit strategy. The role reports to the Head of Tax Investor Coverage and leads a team of junior professionals, while helping Crux expand across utilities, real estate, and industrials

Qualifications

• 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 a rapid-growth environment with autonomy and flexibility.
• Willing to travel, 25%.
• 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, partnerships, and inbound.
• Speak on webinars and panels to establish market leadership.
• Serve as a trusted advisor, helping clients build their tax credit investing strategy.
• Partner with external buyer advisors including legal and tax to navigate complex transactions.
• Manage and mentor a team of junior professionals, overseeing development, workflow, and quality of execution.
• Shape Crux's tax credit buyer strategy and prioritization of segments, partnerships, and go-to-market.
• Act as an internal SME on renewable tax credits and contribute to new partner offerings.
• Champion creation and adoption of intellectual property.
• Collaborate with product and customer success teams to maximize Crux platform value for tax and finance teams.

Skills

Tax investing experience

Client relationship management

Team leadership

Public speaking

Cold outreach

Travel willingness

Job description

Crux is financing the future of energy and is a capital platform for the clean economy. We modernize capital raising and deployment with advisory, investments, technology, and intelligence.

We are scaling quickly and seeking a Managing Director, Tax Investor Coverage to grow our network of buyers and shape tax credit strategy. The role reports to the Head of Tax Investor Coverage and leads a team of junior professionals, while helping Crux expand across utilities, real estate, and industrials