Associate, Tax Investor Coverage

📋 Description

• Support growth of the book; nurture buyers and investors to scale tax credit deals.
• Support clients through the transaction lifecycle and help develop strategies.
• Educate buyers and investors on risks and address issues proactively.
• Generate new leads via conferences, networking, and outreach.
• Build relationships with corporates, family offices, tax firms, and banks.
• Explain Crux's role in tax credit deals and how to use the platform for better outcomes.

🎯 Requirements

• 2+ years in professional services; tax credit or structured finance background.
• Experience advising corporates, family offices, or financial institutions.
• Comfortable with cold outreach, conferences, and networking.
• Strong written and verbal communication.
• Natural relationship builder; quick trust and clear communication.
• Willing to obtain FINRA SIE, Series 79 and 63.

🎁 Benefits

• Healthcare: 100% premiums for employees; nationwide plans.
• Dental & vision: 100% premiums for employees; 50% for dependents.
• Holidays: 10 company holidays per year.
• Paid time off: 20 days per year.
• 401k: No employer matching currently.
• Parental leave: 16 weeks for birthing parents and 12 weeks for non-birthing.