Tax Director - (PCS) Private Client Services
•BpmcpaHybrid· 15h
💰 Finance⏰ Full-time👔 Executive💰 $180k-220k🇺🇸 Santa Rosa, USA
15h ago
Cruxclimate·7 days ago
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 95+ is composed of experts in energy, tax, finance, government, and technology. We have raised $77 million in capital from some of the best investors, including Andreessen Horowitz, Lowercarbon Capital, New System Ventures, Overture, Ardent Venture Partners, QED, Canapi, and others. These funds are joined by strategic investors including Pattern Energy, Clearway Energy, EDF Renewables, Intersect Power, LS Power, Orsted, Hartree Partners, Liberty Mutual Strategic Ventures, MassMutual Ventures, and OMERS Ventures.
Energy demand is growing for the first time in decades, driving an urgent need for more affordable and reliable electricity. More electricity requires new clean energy infrastructure and strong domestic supply chains for minerals and components — as well as large amounts of capital.
Traditional project financing is opaque, fragmented, and analog. At Crux, we’re changing that. Through unmatched insights and expertise, white-glove service, purpose-built tools, and risk underwriting, we power a more prosperous, clean, and secure energy future.
We are scaling quickly and looking for team members who are eager to combine deep expertise with an AI- and tech-forward mindset.
We are adding a Vice President to our Industry Coverage team, with a focus on M&A advisory and debt-related mandates. Industry coverage is responsible for building relationships with and advising developers, IPPs, utilities, manufacturers, and sponsors on capital structure & formation across debt, tax equity, tax credits and future financial products. This role will take on growing responsibility for M&A advisory and debt execution specifically — owning client relationships, structuring transactions, and helping to grow Crux's M&A advisory and debt capabilities as core franchises.
Own senior client relationships directly, driving strategic coverage plans and serving as a trusted advisor to developers, IPPs, utilities, manufacturers, and sponsors across the full capital stack — including M&A, debt, tax equity, and transferable tax credits.
Help drive origination, structuring, and execution of M&A advisory mandates, including sell-side processes, valuation analysis, buyer/seller outreach, and deal negotiation.
Support and increasingly help drive debt origination and advisory work across construction, term, back-leverage, tax equity bridge, and other structured debt products, partnering closely with Structuring and Capital Coverage on lender engagement and terms negotiation.
Apply deep market intelligence and product knowledge to advise clients on M&A and debt opportunities across the clean energy capital stack.
Build engagement with senior stakeholders at client organizations, while mentoring junior team members on relationship-building and deal execution.
Own the development of M&A- and debt-specific client-facing materials, including CIMs, teasers, buyer/lender lists, process trackers, valuation analyses, and financial models.
Help manage transaction execution workstreams for M&A and debt mandates, including diligence oversight, process management, and coordination with legal, financial, and technical advisors.
Drive client onboarding and ongoing engagement strategy with Crux's software and Intelligence platforms.
Champion customer feedback into Product, Operations, and software teams to shape Crux's platform roadmap.
Contribute thought leadership on M&A and debt market trends to Market Intelligence content, and represent Crux at webinars, industry events, and conferences.
Opportunity to grow into a leadership role building out Crux's M&A advisory franchise and debt execution capability from the ground up, with increasing ownership over strategy and execution over time.
Opportunity to work across advisory, capital, software, and intelligence in a more integrated model than traditional investment banking or project finance roles.
Direct exposure to senior leadership, top-tier sponsors and strategics, and a wide range of M&A and debt transaction types across the clean energy ecosystem.
Competitive compensation, flexible working culture, and a mission-driven environment focused on accelerating the energy transition.
Help grow an established book of business; drive strategy for nurturing and expanding buyers, investors, and lenders through the customer lifecycle.
Serve as a senior strategic resource to clients throughout the M&A and debt transaction lifecycle.
Educate and advise buyers, investors, and lenders on risk, proactively resolving transaction issues before they threaten deal timelines.
Support new business development for M&A and debt mandates through conferences, networking, outreach, and other creative channels.
Build and maintain credibility and senior relationships with key contacts at corporates, family offices, accounting and tax firms, investment banks, and lenders.
7+ years of experience in power and utilities, renewables, clean energy finance, infrastructure M&A, debt capital markets, project finance, investment banking, or a closely related advisory role.
Demonstrated track record contributing to M&A transactions (buy-side or sell-side) and/or debt financings, with strong command of deal structuring and execution.
Deep expertise in at least one of M&A advisory or debt capital markets, with working knowledge of the other.
Advanced financial modeling and analytical skills, including M&A valuation methodologies (DCF, precedent transactions, comps) and/or debt structuring analysis (cash flow modeling, credit metrics, covenant analysis).
Proven experience preparing M&A and/or debt-related materials such as CIMs, teasers, lender presentations, information memoranda, and buyer/lender lists.
Strong track record managing multiple complex workstreams independently and maintaining high standards in a fast-moving environment.
Excellent written and verbal communication, sound professional judgment, and a client-first mindset.
Genuine excitement about clean energy, technology-enabled financial services, and the opportunity to help build new M&A advisory and debt franchises within Crux.
Willingness to travel up to 25% of the time.
FINRA SIE, Series 79, and 63, or willingness to obtain them under Crux's broker-dealer sponsorship.
Backing, traction & brand:
We have raised $77 million in capital from some of the best venture and strategic investors, including Andreessen Horowitz, Lowercarbon Capital, New System Ventures, Ardent Venture Partners, Pattern, Clearway, EDFR, Intersect, LS Power, Orsted, Hartree Partners, Liberty Mutual Strategic Ventures, MassMutual Ventures, and OMERS Ventures.
$500m debt warehouse facility from Nuveen to invest in clean energy.
Profitable and are growing exponentially
Closed over 130+ transactions in just the last 2 years, facilitating billions of dollars of capital flowing into renewables projects
Culture & working dynamic
Remote-first operating model: Work from anywhere in the US and Canada, or work out of our optional offices in DC (open), NYC (opening Q1’26). Optional co-working opportunities with co-workers in Bay Area, Seattle, Denver, Boston, LA, and beyond.
High growth & high ownership culture: We grow quickly by giving extremely talented people a lot of responsibility.
Best of financial services & technology: We have brought together a team that are experts in clean energy finance, and the best technologies. Use your expertise while getting to be on the cutting edge of applying AI to your day and your clients’ experience.
Regular team offsites: We sustain culture by bringing the entire company together 2 times a year. Individual teams may also meet up more frequently.
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.
AI learning stipend: $5,000 towards AI learning and development
Compensation:
Total cash compensation: $200,000s - $300,000s, depending on years of exp. & revenue scope, not inclusive of equity value.
Opportunity to exceed bonus targets based on team and individual performance.
Stock options in a rapidly growing company.
Our values
Care for each other: We want to work on a team where people support each other - in their growth, in their work, and towards our shared mission. When we do that, we have fun.
Build and improve rapidly: We move quickly. To do that, we focus, consistently ask ourselves if we are prioritizing the right things, and execute them as best as possible.
Focus unremittingly on customers: Our first obligation is to our customers and partners, and we keep their needs front and center in everything we do.
Demonstrate ownership: We are all owners of Crux. This is our team, our company, our product and we show that to each other.
Convene a team that reflects the breadth of experiences in the country: We’re building a team with a wide range of backgrounds and a culture where everyone can thrive.
We provide equal employment opportunities to all applicants without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by law.