Senior Manager, Structuring – Tax/Preferred Equity

Crux

. Build, maintain, and audit complex financial models for tax, hybrid, and preferred equity transactions .

Posted 11/5/2026full-timeRemote • United States, CanadaSenior💰 $200,000 - $300,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in building and auditing complex financial models for tax and preferred equity transactions, with strong analytical skills to assess risks and value drivers. Proficient in leading transaction workstreams and coordinating due diligence while effectively utilizing technology and AI tools to enhance modeling and reporting processes.

Highest-signal resume keywords

Financial ModelingTax Equity StructuringPreferred Equity TransactionsAdvanced Excel SkillsTransaction Coordination

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingTax Equity StructuringPreferred Equity TransactionsAdvanced Excel SkillsVBAPythonRisk AnalysisDue DiligenceTransaction EconomicsProcess Improvement

Soft Skills

Analytical SkillsOrganizational SkillsCommunication SkillsCollaborationClient Interaction

Tools & Technologies

AI-Enabled ToolsModeling SoftwareTechnology 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

Build, maintain, and audit complex financial models for tax, hybrid, and preferred equity transactions
Lead screening and underwriting of new opportunities, including pre-pricing screens
Develop pricing and structuring recommendations
Prepare Investment Committee materials, including transaction economics, sensitivities, and risk analyses
Collaborate on transaction structuring, execution, and negotiations from intake to 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 with developers, investors, and advisors on active transactions
Review and help develop Associates’ work
Support tax/preferred equity workflows and tech-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; MBA or MS a plus
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, including building underlying models
Advanced Excel skills and ability to build complex partnership models from scratch
VBA or Python skills a plus
Strong understanding of tax equity and preferred equity structures, including allocations, capital accounts, and flip mechanics
Experience leading transaction workstreams, preparing transaction materials, and coordinating due diligence
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

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% of employee healthcare premiums covered; dependent premiums subsidized 80%
Dental and vision premiums covered 100% for employees and 80% for dependents
Family forming and fertility support
16 weeks parental leave for birthing parents
12 weeks parental leave for non-birthing parents
10 company holidays per year
20 days paid time off per year
401(k) account fees supported by Crux
Stock options
High-growth, high-ownership culture
Professional exposure to AI-enabled tools and technology
Equal employment opportunities