Tax Principal- Tax Credit Transferability
Core
Lead the growth of an end-to-end tax credit transferability practice serving clients across all 50 states, focusing on business development, team building, and technical engagement leadership.
Role type
Principal, market-facing origination and practice leader
Builds
A book of business and a high-performing team in the tax credit transferability space
Domain
Tax, Clean Energy, Inflation Reduction Act (§6418)
Deliverable
client delivery
Required skills
Business development, market origination, team leadership and mentorship, technical tax credit transferability expertise, transaction structuring, client relationship management, compliance oversight
Preferred skills
CPA license, public accounting experience, clean-energy credit ecosystem network, industry or deal-side background
Technologies
None stated
Responsibilities
Lead origination and growth of the firm's tax credit transferability practice on both buy-side and sell-side; Cultivate and expand a network across the clean-energy credit ecosystem; Lead, mentor, and grow the Transferability Team; Guide clients through the full transferability lifecycle including generation, registration, purchase/sale agreements, and claiming credits; Oversee transaction structuring, documentation, and compliance with IRS and Treasury guidance; Collaborate across Assurance, Tax, Management Consulting, and Wealth Management
Seniority
Principal, hands-on IC with strategic leadership