Efficient finance for the energy transition.
Principal, Tax Credit Advisory
Location
United States
Posted
118 days ago
Salary
$300K - $500K / year
Seniority
Lead
Job Description
Principal, Tax Credit Advisory
Crux
• Lead the early review of potential renewable tax credit transactions, assess completeness of the underwriting package. • Collaborate with project developers to gather necessary information and documentation. • Oversee the production of and evaluate diligence memorandums for clean energy tax credits to ensure compliance with regulations, including eligibility criteria, prevailing wage & apprenticeship requirements, etc. • Responsible for maintaining an extensive level of knowledge of transaction structuring, clean energy tax credit industry rules and regulations to inform underwriting decisions. • Formulate standard, comprehensive underwriting policies by credit type. • Develop and lead initiatives to improve the underwriting process, including leveraging technology and tools, in collaboration with internal teams such as product engineering, legal, marketing • Analyze financial, technical and legal documents and project feasibility to determine credit eligibility. • Review tax credit insurance policies to ensure adequate risk mitigation. • Conduct risk assessments to identify potential issues with credit claims. • Prepare detailed reports and recommendations for approval or denial of credits. • Contribute to the development of long-term client relationships with tax and finance leaders at the largest F250 tax credit buyers • Build net new relationships for Crux through conferences, networking, outreach, our extensive partnerships, and inbound • Be a trusted expert in the market by speaking on webinars, on panels at conferences, and more
Job Requirements
- 8-12+ years of experience in financial services, renewable energy, or comparable experience
- Renewable energy project finance, banking or Big 4 background preferred
- Strong understanding of the Inflation Reduction Act, related IRS tax codes, renewable energy industry, underwriting, and risk management
- Detail oriented with strong organizational, time management and prioritization skills
- Detailed knowledge of critical aspects of renewable energy project underwriting, including equipment and performance review as well as a baseline understanding of U.S. energy markets including regulatory structures, physical and synthetic forms of power agreements and derivatives, as well as renewables-focused regional incentives.
- Well-developed analytical skills which includes the ability to simplify and distill complex problems and issues.
- Project management experience, desire to build out a new initiative, lead a team at a growing company
- Team-oriented, ability to collaborate across multiple internal and external groups, spanning both commercial teams and technology teams
- Willing to travel, 25%
- FINRA SIE, Series 79 and 63 required or willingness to obtain under Crux’s broker-dealer sponsorship.
Benefits
- We cover 100% of premiums for employees with a variety of plans on Aetna (nationwide) and Kaiser (WA and California) and subsidize 70% for dependents (total as a group), if relevant.
- We cover 100% of premiums for employees and 50% for dependents (each), if relevant.
- 10 company holidays per year.
- 20 days paid time off per year.
- We support a 401k account but don't have a matching program set up at this time (typical for an early-stage startup).
- 16 weeks parental leave for birthing parents and 12 weeks for non-birthing parents.
- Stock options in a rapidly growing company.
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