Tax Principal – Tax Credit Transferability

Plante Moran

. Lead origination and growth of the firm’s tax credit transferability practice on both the buy-side and sell-side nationally .

Posted 10/13/2026full-timeUnited StatesLead💰 $206,500 - $262,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in Tax Credit Transferability, particularly in §6418, with a proven ability to build and maintain a robust network within the clean-energy credit ecosystem. Strong leadership and business development skills are essential for guiding teams and fostering a high-performing culture.

Highest-signal resume keywords

Tax Credit Transferability ExpertiseBusiness DevelopmentLeadership and Team DevelopmentCPA CertificationClean-Energy Credit Network

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Credit TransferabilityIRS RegistrationTransaction StructuringDiligence and Risk MitigationPurchase and Sale AgreementsCompliance with IRS GuidanceMarket DevelopmentProposal DevelopmentBilling and CollectionsThought Leadership

Soft Skills

LeadershipCollaborationCoachingNetworkingPublic Speaking

Certifications & Qualifications

CPA

Industry Keywords

Clean-Energy Credits45XITCPTCPublic AccountingTax Opinion CoordinationMarket-Facing LeadershipReferral-Source RelationshipsTraining and DevelopmentCross-Serving Opportunities

About the role

Key responsibilities & impact

Lead origination and growth of the firm’s tax credit transferability practice on both the buy-side and sell-side nationally
Cultivate and expand a network across the clean-energy credit ecosystem, including direct sellers, brokers, syndicators, and developers in the 45X, ITC, and PTC markets
Build a book of business through market development, prospecting, proposals, conferences, and referral-source relationships
Serve as a market-facing leader and public voice for the practice
Develop thought leadership and represent the firm at industry events
Lead, mentor, and grow the Transferability Team
Develop technical and market talent through coaching, training, and hands-on engagement leadership
Foster a collaborative, high-performing team culture
Guide clients through the full transferability lifecycle, including generation and IRS registration, purchase and sale agreements, diligence and risk mitigation, and claiming credits
Oversee transaction structuring, documentation, tax-opinion coordination, and compliance with IRS and Treasury guidance
Serve as senior relationship and economic owner on engagements, including billing, realization, and collections
Collaborate across Assurance, Tax, Management Consulting, and Wealth Management to identify cross-serving opportunities
Contribute to internal training, recruiting, transferability tools, and thought leadership

Requirements

What you’ll need

10+ years of relevant tax, tax credit, or clean-energy transaction experience
Deep, demonstrated expertise in §6418 tax credit transferability
CPA preferred
Proven track record of building a book of business and an established network within the clean-energy credit space
Demonstrated ability to build a book of business
Public accounting experience preferred but not required; industry and deal-side backgrounds welcome
Strong leadership, business development, and staff-development skills
Willingness to travel primarily for business development, prospects, conferences, and training
Remote candidates should expect to travel to a Plante Moran office periodically throughout the year
Must be legally authorized to work in the United States without sponsorship, except qualified candidates bilingual in Japanese and English or Chinese and English

Benefits

Comp & perks

Health insurance
Dental insurance
Vision insurance
Disability insurance
Life insurance
Flexible Time Off
Predetermined holidays
401(k) plan
Flexible benefits plans
Business-related travel expense reimbursement
Lodging reimbursement for business-related use
Meal reimbursement for business-related use
Pension plan for eligible administrative and paraprofessional staff
Discretionary bonus plan for eligible staff
Some contingent staff positions may elect health insurance
Limited paid sick time for some contingent staff positions
Flexible and balanced working environment
Professional development opportunities
Workplace flexibility through the “Workplace for Your Day” model