Tax Credit Transferability Principal — Growth Leader

Plante Moran; Ann Arbor (MI); Vor Ort; USD 207.000 - 263.000; Vollzeit

Zusammenfassung

Plante Moran's Tax Solutions Group seeks a Principal to lead the Tax Credit Transferability practice. You will own growth, client origination, and a cross‑functional team serving clients across all 50 states.

The role emphasizes building a market-facing practice, guiding transfers, transactions, and IRS interactions, and acting as a senior relationship owner. CPA preferred; 10+ years in tax/clean-energy credits required; travel expected.

Qualifikationen

• 10+ years of relevant tax, tax credit, or clean-energy transaction experience.
• Deep, demonstrated expertise in §6418 tax credit transferability.
• Public accounting experience preferred but not required; industry and deal-side backgrounds welcome.

Aufgaben

• 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.

Kenntnisse

Tax credit transferability

Leadership

Business development

Ausbildung

CPA preferred

Jobbeschreibung

Plante Moran's Tax Solutions Group seeks a Principal to lead the Tax Credit Transferability practice. You will own growth, client origination, and a cross‑functional team serving clients across all 50 states.

The role emphasizes building a market-facing practice, guiding transfers, transactions, and IRS interactions, and acting as a senior relationship owner. CPA preferred; 10+ years in tax/clean-energy credits required; travel expected.