Tax Manager

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.

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.