Managing Director, Tax Investor Coverage

Crux

. Develop long-term client relationships with tax and finance leaders at the largest F250 tax credit buyers and tax equity investors across utilities, real estate, and industrials .

Posted 11/5/2026full-timeRemote • United States, CanadaLead💰 $500,000 - $700,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in tax credit investing and relationship management, with a strong focus on client engagement and team development. Proven ability to shape strategies and collaborate effectively with diverse stakeholders in a fast-paced environment.

Highest-signal resume keywords

14+ Years Experience In TaxClient Relationship ManagementTeam Development And MentoringPublic Speaking And Conference ParticipationFINRA SIE, Series 79 And 63

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Credit InvestingTax Strategy DevelopmentClient AdvisoryWorkflow ManagementIntellectual Property Creation

Soft Skills

Relationship-BuildingCollaborationCommunicationTrust-BuildingTeam Orientation

Tools & Technologies

Crux Technology Platform

Certifications & Qualifications

FINRA SIESeries 79Series 63

Industry Keywords

Tax CreditsFinanceUtilitiesReal EstateIndustrials

About the role

Key responsibilities & impact

Develop long-term client relationships with tax and finance leaders at the largest F250 tax credit buyers and tax equity investors across utilities, real estate, and industrials
Build new client relationships through conferences, networking, outreach, partnerships, and inbound channels
Speak on webinars and conference panels as a market expert
Advise clients on building their tax credit investing strategy
Partner with external legal and tax advisors on complex transaction items
Manage and mentor junior professionals, overseeing development, workflow, and execution quality
Shape Crux’s tax credit buyer strategy, including segment, partnership, and go-to-market prioritization
Serve as an internal subject matter expert on renewable tax credits
Develop new offerings for strategic partners
Champion creation and adoption of intellectual property
Partner with product and customer success teams to maximize the benefit of Crux’s technology platform for tax and finance teams
Contribute to and help build team culture

Requirements

What you’ll need

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 from scratch
Experience managing and developing junior team members
Comfortable and confident with cold outreach, conference participation, and public speaking
Strong collaborative and team orientation
Unrivaled relationship-building skills; ability to build trust quickly and communicate clearly
Excited about a rapid-growth environment with substantial autonomy and flexibility
Willing to travel 25%
FINRA SIE, Series 79 and 63 required or willingness to obtain under Crux’s broker-dealer sponsorship

Benefits

Comp & perks

Remote-first operating model; work from anywhere in the US and Canada
Optional offices in DC and NYC
Optional co-working opportunities
Regular team offsites twice a year
Healthcare: 100% of employee premiums covered; 80% of dependent premiums subsidized
Dental and vision: 100% of employee premiums covered; 80% of dependent premiums covered
Family forming and fertility support
Parental leave: 16 weeks for birthing parents and 12 weeks for non-birthing parents
10 company holidays per year
20 days paid time off per year
401(k) account fees supported by Crux
Opportunity to exceed bonus targets based on team and individual performance
Stock options
High-growth, high-ownership culture
Access to cutting-edge AI and technology applications
Professional autonomy and flexibility