Tax Manager
The Skills Coalition
Houston, TX, us
Full-time
Job Description
Job description :
As the Tax Equity Manager, you will oversee the company's tax equity financing activities, ensuring efficient monetization of residential and commercial assets.
You will manage a team of analysts, interface with tax equity investors, and collaborate with various finance team members and executive leadership to achieve the objectives of each tax equity fund.
Key Responsibilities :
- Manage the weekly allocation of assets into various tax equity funds through the tranching process.
- Optimize the tranching process utilizing a team of analysts and proprietary technology solutions.
- Collaborate closely with finance team members, banks, investors, and other stakeholders to meet the goals of each tax equity fund.
- Provide analysis of recent trends in the tranching process and forecast future changes in tax equity portfolios.
- Maintain financial models of tax equity partnerships over a 25-year investment horizon.
- Produce consistent and detailed analysis for the benefit of team members.
Minimum Requirements :
- Undergraduate degree in business administration, finance, accounting, or data analytics.
- Ten years of relevant work experience managing a team of junior staff.
- Proficiency in financial modeling.
- Highly proficient in Microsoft Excel and other business integrated systems such as Microsoft Word and PowerPoint.
Preferred Qualifications :
- Graduate degree in business administration.
- Experience in finance, financial planning and analysis, or accounting.
- Background with tax equity investments from the investor, sponsor, or advisor perspectives.
- Experience in statistics, data analysis, or computer programming.
- Proficiency in computer languages such as SQL or Python.
- Proficiency in data visualization tools such as Tableau.
Additional Knowledge, Skills, and Abilities :
- Strong problem-solving skills and ability to conduct root-cause analysis.
- Ability to research, identify, and solve problems independently.
- Excellent written and verbal communication skills for clear interaction with executive management, colleagues, and external stakeholders.
- Comfortable working under pressure and within short time constraints in a complex business environment.
- Efficient time-management, self-discipline, and prioritization skills.
- Ability to work effectively as a team player.
- Strategic thinking to develop and adapt new processes.
Working Conditions :
Open office environment.
Benefits :
- Comprehensive benefits including medical, dental, vision, life insurance, healthcare flexible spending account, and 401(k) with employer match.
- Competitive compensation and annual bonus.
- Paid time off, including 10 holidays and paid parental leave.
- Cell phone allowance for many roles.
- Free access to onsite fitness center in Houston and / or discounted fitness memberships through health provider.
- Complimentary garage parking in Houston.
Requirements
Minimum Requirements :
- Undergraduate degree in business administration, finance, accounting, or data analytics.
- Ten years of relevant work experience managing a team of junior staff.
- Proficiency in financial modeling.
- Highly proficient in Microsoft Excel and other business integrated systems such as Microsoft Word and PowerPoint.
Preferred Qualifications :
- Graduate degree in business administration.
- Experience in finance, financial planning and analysis, or accounting.
- Background with tax equity investments from the investor, sponsor, or advisor perspectives.
- Experience in statistics, data analysis, or computer programming.
- Proficiency in computer languages such as SQL or Python.
- Proficiency in data visualization tools such as Tableau.
Benefits
Benefits :
- Comprehensive benefits including medical, dental, vision, life insurance, healthcare flexible spending account, and 401(k) with employer match.
- Competitive compensation and annual bonus.
- Paid time off, including 10 holidays and paid parental leave.
- Cell phone allowance for many roles.
- Free access to onsite fitness center in Houston and / or discounted fitness memberships through health provider.
- Complimentary garage parking in Houston.
Requirements
- 7+ years in global capital markets or investment management firm.
- Capital markets / debt financing expertise.
- alternative investment securities Knowledge : including leveraged loans, derivatives, and securities.
- Strong analytic background
- valuation modelling expertise.
- Tax equity financing expert - negotiating, structuring, executing
- tax equity market player knowledge
- Tax equity structures. Understanding.
- Degree in Finance, Accounting or other related business field required.
16 days ago