Position: Managing Director – Tax Credit Origination
Location: Remote (US)
About the Opportunity
We are partnering with a growing financial services platform seeking an experienced Managing Director to expand its tax credit advisory and origination business. This is a senior, commercially focused opportunity for someone with established relationships across public-sector and tax-exempt organizations who is looking to take on greater ownership and play an important role in the continued growth of the business.
Responsibilities
- Originate new business opportunities across public-sector, institutional, and tax-exempt organizations.
- Develop and maintain relationships with CFOs, treasurers, finance directors, and other senior decision-makers.
- Identify opportunities for clients to benefit from federal tax credit programs and related financial solutions.
- Build and manage a pipeline of new business opportunities.
- Lead commercial discussions and coordinate with internal teams to move opportunities through execution.
- Contribute to broader business development strategy and market expansion.
Qualifications
- Proven track record in business development, origination, or relationship management within tax credits, financial services, public finance, or related sectors.
- Established network across municipalities, educational institutions, healthcare organizations, or other tax-exempt entities.
- Familiarity with federal tax incentives, clean energy financing, or elective pay programs preferred.
- Demonstrated ability to independently originate and close business.
- Strong commercial acumen and ability to operate autonomously.
Why Consider This Opportunity?
- Fully remote working environment.
- Opportunity to take ownership of a growing business vertical.
- Entrepreneurial environment with meaningful exposure to senior leadership.
- Strong long-term growth potential.
For more information regarding this position or other tax opportunities, feel free to reach out to fiona.miles@jcwgroup.com.