Managing Director, Tax Investor Coverage

📋 Description

• Develop 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, partnerships, and inbound
• Be a trusted expert in the market by speaking on webinars, on panels at conferences, and more
• Serve as a trusted partner to transact, helping them build and execute on their tax credit purchase strategy through all stages of transaction
• Partner with external buyer advisors including legal and tax to navigate complex transaction items
• Act as an internal subject matter expert on technical topics related to tax credits

🎯 Requirements

• 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
• 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
• FINRA SIE, Series 79 and 63 required or willingness to obtain under Crux's broker-dealer sponsorship

🎁 Benefits

• Remote-first: work from anywhere in the US and Canada
• High-growth, high-ownership culture
• AI-enabled finance/tech focus for client experience
• Regular team offsites (3x per year)
• Healthcare and dental/vision coverage for employees
• Paid time off and holidays; parental leave