Crux

Associate, Tax Investor Coverage

Crux

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $150,000 - $200,000 per year

About the role

  • Support the growth of a developing book of business; assist in nurturing and growing buyers and investors through the customer lifecycle to help scale tax credit transactions and reach targeted outcomes.
  • Serve as a support resource to clients throughout the transaction lifecycle, including assisting in developing strategies to meet clients needs.
  • Help educate buyers and investors on risks and assist in proactively addressing transaction issues.
  • Help generate new leads through conferences, networking, outreach, and other creative methods.
  • Begin building credibility and relationships with key contacts at corporates, family offices, accounting and tax firms, and banks.
  • Help educate buyers and investors on the critical role of the Crux platform in tax credit transactions and assist in demonstrating how to utilize Crux for more effective and efficient outcomes.

Requirements

  • 2+ years of experience in professional services, with a background in tax credit advising, structured finance, or a related client-facing field preferred (e.g., Big 4, MBB, or equivalent). Renewable energy industry experience is a plus but not required.
  • Some exposure to or familiarity with working alongside or advising corporates, family offices, financial institutions, or similar clients.
  • Comfortable with cold outreach, conference participation, and professional networking.
  • Strong written and verbal communication skills.
  • A natural relationship builder; you establish trust quickly and communicate clearly.
  • Adaptable and enthusiastic about contributing in a fast-moving, early-stage environment — willing to roll up your sleeves and learn on the go.
  • Willing to travel up to 25%.
  • Eager to contribute to and help build team culture in ways that are authentic to you.
  • Willingness to obtain FINRA SIE, Series 79 and 63 under Crux's broker-dealer sponsorship.
Benefits
  • 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.
  • We cover 100% of premiums for employees and 50% for dependents (each), if relevant.
  • 10 company holidays per year.
  • 20 days per year.
  • We support a 401k account but don't have a matching program set up at this time (typical for an early-stage startup).
  • 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 advisingstructured financeclient-facing experiencelead generationtransaction lifecycle managementrisk assessmentstrategy developmentcold outreachnetworking
Soft Skills
communication skillsrelationship buildingtrust establishmentadaptabilityenthusiasmteam culture contribution
Certifications
FINRA SIESeries 79Series 63