Tax Principal- Tax Credit Transferability

Plante Moran; Cleveland (OH); On-site; USD 210,000 - 320,000; Full time

Job summary

Plante Moran is seeking a Tax Principal to lead the Tax Credit Transferability practice within the Tax Solutions Group. The role focuses on growing an end-to-end service for clients across all states, serving as a market-facing leader and developing a book of business.

You will mentor the Transferability Team, guide clients through IRS considerations, and collaborate with Assurance, Tax, and Management Consulting to identify cross‑serving opportunities.

Qualifications

• 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.

Responsibilities

• Lead origination and growth of the firm’s tax credit transferability practice on both 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, proposals, conferences, and referral relationships.

Skills

Tax credit transferability

Clean-energy tax

Business development

Leadership

Public accounting

Education

CPA preferred

Job description

Count on us. Our \"we-care\" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

Tax Principal

Tax Solutions Group | Tax Credit Transferability

Count on us.

Our “we-care” culture is more than just a motto; it’s a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals.

Join us.

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.

Your role.

Your Work Will Include, But Not Be Limited To

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 Developmen t

• 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

The Qualifications.

• 10+ years of relevant tax, tax credit, or clean‑energy transaction experience
• Deep, demonstrated expertise in
• 6418 tax credit transferability
• CPA preferred
• 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)
• Public accounting experience preferred but not required; industry and deal‑side backgrounds are welcome (e.g., syndicators, brokers, developers)
• 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.

What makes us different?

On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk‑free firm (hey, nobody’s perfect) with a world‑class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.

At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in‑person model.

What makes us different?

On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk‑free firm (hey, nobody’s perfect) with a world‑class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.

At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in‑person model.

Plante Moran enjoys a “Workplace for Your Day”