Principal, Tax Credit Markets - Crux

We’re financing the future of energy

Crux is the capital platform for the clean economy. We modernize capital raising and deployment for clean energy and critical infrastructure with solutions across advisory, investments, technology, and intelligence.

Our team of 120+ is composed of experts in energy, tax, finance, government, and technology. We have raised $77 million in capital from leading investors including Andreessen Horowitz, Lowercarbon Capital, New System Ventures, Overture, Ardent Venture Partners, QED, Canapi, and strategic investors across the energy sector.

The Opportunity

We are adding a Principal, Tax Credit Markets to our Commercial team to rapidly scale our network of buyers and execute more transactions.

What you'll do

• Lead the early review of potential renewable tax credit transactions and assess completeness of the underwriting package.
• Collaborate with project developers to gather necessary information and documentation.
• Oversee the production of and evaluate diligence memorandums for clean energy tax credits to ensure compliance with regulations, including eligibility criteria, prevailing wage & apprenticeship requirements, etc.
• Maintain an extensive level of knowledge of transaction structuring, clean energy tax credit industry rules, and regulations to inform underwriting decisions.
• Formulate standard, comprehensive underwriting policies by credit type.
• Develop and lead initiatives to improve the underwriting process, including leveraging technology and tools, in collaboration with internal teams.
• Analyze financial, technical, and legal documents and project feasibility to determine credit eligibility.
• Review tax credit insurance policies to ensure adequate risk mitigation and conduct risk assessments.
• Prepare detailed reports and recommendations for approval or denial of credits.
• Contribute to the development of long-term client relationships with tax and finance leaders at top tax credit buyers.
• Build net new relationships for Crux through conferences, networking, outreach, and partnerships.
• Serve as a trusted market expert by speaking on webinars and panels.

What you bring

• 8-12+ years of experience in financial services, renewable energy, or comparable experience.
• Renewable energy project finance, banking, or Big 4 background preferred.
• Strong understanding of the Inflation Reduction Act, related IRS tax codes, renewable energy industry, underwriting, and risk management.
• Detail-oriented with strong organizational, time management, and prioritization skills.
• Detailed knowledge of critical aspects of renewable energy project underwriting.
• Well-developed analytical skills with the ability to simplify and distill complex problems.
• Effective listener with advanced oral and written communication skills.
• Project management experience and a desire to build out a new initiative and lead a team.
• Team-oriented mindset with the ability to collaborate across commercial and technology groups.
• Unrivaled relationship-building skills with the ability to build trust quickly.
• Excitement for a rapid-growth environment offering high autonomy and flexibility.
• Willingness to travel up to 25%.
• FINRA SIE, Series 79, and 63 required or willingness to obtain under Crux’s broker-dealer sponsorship.

Benefits & Perks

• Healthcare: 100% of premiums covered for employees on Aetna and Kaiser plans, with 70% subsidized for dependents.
• Dental & Vision: 100% of premiums covered for employees and 50% for dependents.
• Paid Time Off: 20 days of PTO per year plus 10 company holidays.
• Parental Leave: 16 weeks for birthing parents and 12 weeks for non-birthing parents.
• Retirement: 401k account support available.
• Learning & Development: $5,000 stipend towards AI learning and professional development.
• Compensation: Total cash compensation ranges from the $300,000s to $500,000s depending on experience and revenue scope, plus stock options and performance-based bonus opportunities.