Crux

Managing Director, Tax Investor Coverage

Crux

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $500,000 - $700,000 per year

Job Level

Lead

About the role

  • Develop long-term client relationships with tax and finance leaders at the largest F250 tax credit buyers
  • Build net new relationships for Crux through conferences, networking, outreach, our extensive partnerships, and inbound
  • Be a trusted expert in the market by speaking on webinars, on panels at conferences, and more
  • Serve as a trusted partner to transact, helping them build and execute on their tax credit purchase strategy through all stages of transaction
  • Partner with external buyer advisors including legal and tax to navigate complex transaction items
  • Ensure we are partnering year-over-year and expanding our relationships with owned relationships
  • Act as an internal subject matter expert on technical topics related to tax credits
  • Contribute to and lead the development of new offerings for our most strategic partners
  • Champions the creation of and adoption of intellectual property
  • Partner with product and customer success teams to ensure tax and finance teams get maximal benefit out of the Crux technology platform

Requirements

  • 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
  • Comfortable and confident with cold outreach, conference participation and public speaking
  • Strong collaborative and team orientation
  • Unrivaled relationship building skills; you build trust quickly and communicate clearly
  • Excited about the idea of a rapid-growth environment with a lot of autonomy, flexibility
  • You’re not afraid to roll-up your sleeves and build things yourself
  • Willing to travel, 25%
  • FINRA SIE, Series 79 and 63 required or willingness to obtain under Crux’s broker-dealer sponsorship
Benefits
  • Healthcare: We cover 100% of premiums for employees with a variety of plans on Aetna (nationwide) and Kaiser (WA and California) and subsidize 70% for dependents (total as a group), if relevant.
  • Dental & vision: We cover 100% of premiums for employees and 50% for dependents (each), if relevant.
  • Holidays: 10 company holidays per year.
  • Paid time off: 20 days per year.
  • 401k: We support a 401k account but don't have a matching program set up at this time (typical for an early-stage startup).
  • Parental leave: 16 weeks for birthing parents and 12 weeks for non-birthing parents.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax credit strategytax advantaged investingaccountinglegal practice
Soft Skills
relationship buildingpublic speakingcollaborationcommunicationteam orientationautonomyflexibility
Certifications
FINRA SIESeries 79Series 63