Director/Managing Director, Tax Capital
Location:
Remote (United States) Reports to:
Chief Executive Officer Starting Date : Immediately About Basis Climate
Basis Climate is a leading clean energy investment platform specializing in the transfer of Investment Tax Credits (ITC), Production Tax Credits (PTC), 45Z clean fuel credits, and advanced manufacturing credits (45X). We facilitate mid-market transactions from $250k-$100m+, combining AI-enabled diligence tools with innovative insurance products developed in partnership with leading global insurers. Our product offerings expanded in 2025 to include placement of preferred equity and holdco debt into distributed generation facilities, in partnership with a leading private equity energy infrastructure investor. This role will lead this strategy and our relationships with key stakeholders. Our mission is to accelerate the energy transition by making capital deployment and tax credit transactions faster, more efficient, and more accessible. We work directly with Fortune 500 tax directors, treasurers, and CFOs to help them unlock value from clean energy investments while achieving their sustainability objectives. The Opportunity
We are seeking a Director or Managing Director to help lead our preferred equity placements, corporate tax credit buyer coverage, and transaction execution. This is a senior leadership role with direct interface to the nation's leading distributed generation developers as well as corporate tax directors, treasurers, and CFOs. You will be responsible for building and nurturing relationships, driving transaction volume, and serving as a trusted advisor on tax credit strategy and capital formation. The transferable tax credit market represents a multi-billion dollar opportunity created by the Inflation Reduction Act. As the market matures, sophisticated corporate buyers are seeking experienced partners who understand both the technical complexities of tax credit transactions and the strategic imperatives driving corporate sustainability initiatives. What You'll Do
Lead origination and relationships of tax capital strategies for distribution generation developers Oversee preferred equity placement, asset management and integration with tax transfer transactions Build and maintain relationships with senior executives (Tax Directors, VPs of Tax, Treasurers, CFOs) at Fortune 500 and mid-market corporate taxpayers Serve as a trusted advisor and thought partner to clients on tax credit strategy, market trends, and capital formation opportunities Lead transaction origination and execution across ITC, PTC, 45Z, 45X, and emerging credit types Educate prospective buyers on tax credit structures, risks, mitigants, and the value proposition of working with Basis Climate Develop and execute go-to-market strategies to expand our buyer network among corporate taxpayers, family offices, banks, and institutional investors Collaborate with our diligence and insurance teams to structure transactions that meet buyer risk requirements Represent Basis Climate at industry conferences, speaking engagements, and client events Contribute to market intelligence, thought leadership content, and product development initiatives Build and mentor a high-performing team as the organization scales Who You Are
10-12+ years of experience in renewable energy finance, tax equity, project finance, or energy transactions Significant transactional experience across tax equity, tax credits, debt, or M&A in the clean energy sector Proven track record of building and maintaining relationships with C-suite executives and senior tax professionals at major corporations Deep understanding of IRA tax incentives, transferability mechanics, and the corporate tax credit buyer landscape Experience in investment banking coverage, structured origination, or distribution of financial products is highly valued Natural relationship builder who establishes credibility quickly and communicates complex concepts clearly Entrepreneurial mindset with the ability to thrive in a high-ownership, fast-paced environment Highest ethical standards and commitment to client success Willingness to travel up to 25% of the time for client meetings and conferences Nice to Have
CPA, JD, or MBA with a focus on tax, finance, or energy Experience with prevailing wage and apprenticeship (PWA) requirements Background in Big Four tax practice, major bank tax equity group, or leading renewable energy developer Established network of relationships with corporate tax departments, family offices, or institutional investors What We Offer
Competitive Salary:
Market leading starting salary with unlimited bonus potential Growth:
This is a company that is changing the way transactions are done and operates efficiently for the benefit of our clients and our teams. Equity:
Meaningful equity stake in a high-growth company at an inflection point Healthcare:
100% premium coverage for medical, dental, and vision for employees; subsidized coverage for dependents Flexibility:
Remote-first culture with optional hybrid arrangements in major markets Time Off:
Generous PTO policy, 10 company holidays, and parental leave. Family first culture. Team Culture:
Join a team of clean energy veterans, second-time entrepreneurs, and mission-driven professionals Impact:
Help us ideate other ways on how we can keep accelerating the energy transition by unlocking capital for clean energy projects, nationally and globally Why Basis Climate
The transferable tax credit market is at an inflection point: the market has already facilitated more than $100 billion in clean energy investment, and the rules and transactions continue to be more sophisticated. Meanwhile, corporate taxpayers are increasingly recognizing the strategic value of tax credit purchases, but many lack the expertise and relationships to navigate this emerging market. Basis Climate is capturing this opportunity in ways our competitors are not. Our core focus on standardization, simplification, and risk mitigation are supported by our team’s deep market expertise, AI-powered diligence tools, innovative and proprietary insurance products. All of these factors enable us to serve the mid-market segment that larger competitors often overlook. Faster, agile, and ready to execute. Our team, much like our transaction volume, is growing larger. We are committed to moving fast, executing with precision, and delivering exceptional outcomes for our clients. Join us at this critical moment and help build the infrastructure that will power America's clean energy future. How to Apply
Interested candidates should submit a resume and brief cover letter outlining relevant experience and interest in the role. We are committed to building a diverse team and encourage applications from candidates of all backgrounds. Basis Climate is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by law.
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Location:
Remote (United States) Reports to:
Chief Executive Officer Starting Date : Immediately About Basis Climate
Basis Climate is a leading clean energy investment platform specializing in the transfer of Investment Tax Credits (ITC), Production Tax Credits (PTC), 45Z clean fuel credits, and advanced manufacturing credits (45X). We facilitate mid-market transactions from $250k-$100m+, combining AI-enabled diligence tools with innovative insurance products developed in partnership with leading global insurers. Our product offerings expanded in 2025 to include placement of preferred equity and holdco debt into distributed generation facilities, in partnership with a leading private equity energy infrastructure investor. This role will lead this strategy and our relationships with key stakeholders. Our mission is to accelerate the energy transition by making capital deployment and tax credit transactions faster, more efficient, and more accessible. We work directly with Fortune 500 tax directors, treasurers, and CFOs to help them unlock value from clean energy investments while achieving their sustainability objectives. The Opportunity
We are seeking a Director or Managing Director to help lead our preferred equity placements, corporate tax credit buyer coverage, and transaction execution. This is a senior leadership role with direct interface to the nation's leading distributed generation developers as well as corporate tax directors, treasurers, and CFOs. You will be responsible for building and nurturing relationships, driving transaction volume, and serving as a trusted advisor on tax credit strategy and capital formation. The transferable tax credit market represents a multi-billion dollar opportunity created by the Inflation Reduction Act. As the market matures, sophisticated corporate buyers are seeking experienced partners who understand both the technical complexities of tax credit transactions and the strategic imperatives driving corporate sustainability initiatives. What You'll Do
Lead origination and relationships of tax capital strategies for distribution generation developers Oversee preferred equity placement, asset management and integration with tax transfer transactions Build and maintain relationships with senior executives (Tax Directors, VPs of Tax, Treasurers, CFOs) at Fortune 500 and mid-market corporate taxpayers Serve as a trusted advisor and thought partner to clients on tax credit strategy, market trends, and capital formation opportunities Lead transaction origination and execution across ITC, PTC, 45Z, 45X, and emerging credit types Educate prospective buyers on tax credit structures, risks, mitigants, and the value proposition of working with Basis Climate Develop and execute go-to-market strategies to expand our buyer network among corporate taxpayers, family offices, banks, and institutional investors Collaborate with our diligence and insurance teams to structure transactions that meet buyer risk requirements Represent Basis Climate at industry conferences, speaking engagements, and client events Contribute to market intelligence, thought leadership content, and product development initiatives Build and mentor a high-performing team as the organization scales Who You Are
10-12+ years of experience in renewable energy finance, tax equity, project finance, or energy transactions Significant transactional experience across tax equity, tax credits, debt, or M&A in the clean energy sector Proven track record of building and maintaining relationships with C-suite executives and senior tax professionals at major corporations Deep understanding of IRA tax incentives, transferability mechanics, and the corporate tax credit buyer landscape Experience in investment banking coverage, structured origination, or distribution of financial products is highly valued Natural relationship builder who establishes credibility quickly and communicates complex concepts clearly Entrepreneurial mindset with the ability to thrive in a high-ownership, fast-paced environment Highest ethical standards and commitment to client success Willingness to travel up to 25% of the time for client meetings and conferences Nice to Have
CPA, JD, or MBA with a focus on tax, finance, or energy Experience with prevailing wage and apprenticeship (PWA) requirements Background in Big Four tax practice, major bank tax equity group, or leading renewable energy developer Established network of relationships with corporate tax departments, family offices, or institutional investors What We Offer
Competitive Salary:
Market leading starting salary with unlimited bonus potential Growth:
This is a company that is changing the way transactions are done and operates efficiently for the benefit of our clients and our teams. Equity:
Meaningful equity stake in a high-growth company at an inflection point Healthcare:
100% premium coverage for medical, dental, and vision for employees; subsidized coverage for dependents Flexibility:
Remote-first culture with optional hybrid arrangements in major markets Time Off:
Generous PTO policy, 10 company holidays, and parental leave. Family first culture. Team Culture:
Join a team of clean energy veterans, second-time entrepreneurs, and mission-driven professionals Impact:
Help us ideate other ways on how we can keep accelerating the energy transition by unlocking capital for clean energy projects, nationally and globally Why Basis Climate
The transferable tax credit market is at an inflection point: the market has already facilitated more than $100 billion in clean energy investment, and the rules and transactions continue to be more sophisticated. Meanwhile, corporate taxpayers are increasingly recognizing the strategic value of tax credit purchases, but many lack the expertise and relationships to navigate this emerging market. Basis Climate is capturing this opportunity in ways our competitors are not. Our core focus on standardization, simplification, and risk mitigation are supported by our team’s deep market expertise, AI-powered diligence tools, innovative and proprietary insurance products. All of these factors enable us to serve the mid-market segment that larger competitors often overlook. Faster, agile, and ready to execute. Our team, much like our transaction volume, is growing larger. We are committed to moving fast, executing with precision, and delivering exceptional outcomes for our clients. Join us at this critical moment and help build the infrastructure that will power America's clean energy future. How to Apply
Interested candidates should submit a resume and brief cover letter outlining relevant experience and interest in the role. We are committed to building a diverse team and encourage applications from candidates of all backgrounds. Basis Climate is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by law.
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