Senior Manager, Structuring – Tax/Preferred Equity

Crux

. Lead screening and underwriting of new tax/preferred equity opportunities .

Posted 10/12/2026full-timeRemote • United States, CanadaSenior💰 $200,000 - $300,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax equity and preferred equity structuring, with advanced skills in financial modeling and transaction management. Proven ability to analyze financials, coordinate due diligence, and engage with stakeholders to drive successful investment outcomes.

Highest-signal resume keywords

Tax Equity StructuringFinancial ModelingTransaction ManagementDue Diligence CoordinationAdvanced Excel Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingTax Equity StructuringPreferred Equity StructuringPartnership Flip TransactionsHybrid Equity TransactionsAnalytical SkillsOrganizational SkillsCommunication SkillsVBA SkillsPython Skills

Soft Skills

CollaborationLeadershipClient Interaction

Tools & Technologies

AI-Enabled ToolsTechnology Platforms

Certifications & Qualifications

FINRA SIESeries 79Series 63

Industry Keywords

Renewable EnergyStructured FinanceInfrastructure InvestingInvestment BankingIRS Requirements

Tech Stack

Tools & technologies

PythonVBA

About the role

Key responsibilities & impact

Lead screening and underwriting of new tax/preferred equity opportunities
Build, maintain, audit, and stress-test complex financial models for partnership flip, T-flip, hybrid, and preferred equity transactions
Develop pricing and structuring recommendations
Prepare Investment Committee materials, including transaction economics, sensitivities, and risk analyses
Collaborate with senior Structuring team members on structuring, execution, and negotiations
Drive transactions from intake through closing
Analyze sponsor financials, project contracts, and diligence materials to identify risks and value drivers
Coordinate commercial, technical, legal, tax, and insurance diligence workstreams
Review term sheets, LLC agreements, equity capital contribution agreements, and closing checklists
Use technology and AI-enabled tools to improve modeling, diligence, and reporting
Improve processes and standardize models, IC memos, and term sheets
Engage directly with developers, investors, and advisors and take increasing ownership of counterparty relationships
Review and help develop Associates
Support tax/preferred equity workflow scaling and technology-enabled financing products
Support portfolio management and reporting, including monitoring project performance against underwriting

Requirements

What you’ll need

Bachelor’s degree in Finance, Economics, Engineering, or a related field
Minimum 4+ years of experience in renewable energy, structured finance, infrastructure investing, investment banking, or a closely related field
Direct tax equity and/or preferred equity structuring and modeling experience required
Experience with partnership flip, hybrid, and preferred equity transactions
Advanced Excel skills and ability to build complex partnership models from scratch
Strong understanding of tax equity and preferred equity structures, allocations, capital accounts, and flip mechanics
Experience leading transaction workstreams, preparing transaction materials, and coordinating due diligence
Experience with independent engineer reviews, tax opinions, appraisals, and tax insurance
Familiarity with IRS requirements, safe harbor tests, and recapture provisions preferred
Experience in a transaction-focused environment with direct client interaction responsibility
Excellent analytical, organizational, and communication skills; ability to manage multiple workstreams
Comfortable adopting new technology platforms and integrating AI tools into daily workflows
FINRA SIE, Series 79, and 63, or willingness to obtain them under Crux’s broker-dealer sponsorship
MBA or MS a plus
VBA or Python skills a plus
Sale-leaseback experience optional

Benefits

Comp & perks

Remote-first operating model; work from anywhere in the US and Canada
Optional offices in DC, NYC, and SF
Optional co-working opportunities
Regular company offsites twice a year
100% employee healthcare premium coverage; 70% dependent premium subsidy
Dental and vision coverage: 100% employee premiums and 50% dependent premiums
10 company holidays per year
20 days paid time off per year
401(k) account
16 weeks parental leave for birthing parents
12 weeks parental leave for non-birthing parents
Stock options
High-growth, high-ownership culture
Access to AI-enabled technologies and technology-forward work
Equal employment opportunities