Develop long-term client relationships with tax and finance leaders at largest F250 tax credit buyers and tax equity investors across utilities, real estate, and industrials.
Build net new relationships through conferences, networking, outreach, partnerships, and inbound, while serving as a trusted advisor on tax credit investing strategies.
Manage and mentor a team of junior professionals, shaping Crux's overall tax credit buyer strategy and contributing to strategic offerings.
Own and scale Crux's partnerships program as a partner-sourced deal-flow engine, focusing on law and tax/accounting firms.
Build tiered partner frameworks, systematize referral tracking, and lead a team of two to drive commercial velocity.
Orchestrate cross-functionally with research, content, events, legal, and operations to deepen connectivity with capital and Fortune 1000 tax investors.
Crux is the capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. Our team of 120+ experts in energy, tax, finance, government, and technology is scaling quickly with a culture of ownership, rapid improvement, and customer focus.
Manage Underdog's overall tax function, including federal, state, and local income tax compliance.
Oversee and prepare in-house tax filings, including state fantasy sports taxes and customer tax reporting.
Partner with product, engineering, and data teams to build tax capabilities and ensure accuracy.
Underdog makes sports more fun by building fantasy sports, sports betting, and prediction markets products. We're a fast-growing sports company valued at $1.3B, with a culture that values giving a sh*t and high performance.
Lead the tax-to-wealth expansion strategy, building scalable playbooks and operating models across tax practices.
Partner with Client Development to drive conversion rates and revenue outcomes for high-potential tax client populations.
Own performance management, executive reporting, and program governance to track pipeline health and growth metrics.
Mercer Advisors has been helping families amplify and simplify their financial lives for over 40 years by integrating financial planning, investment management, tax, estate, and insurance. Ranked #1 RIA firm by Barron's, they serve over 42,800+ families across 110+ U.S. cities and emphasize a flexible, diverse workplace with over half of employees being women.
Serve as lead tax advisor for ultra-high net worth families, developing year-round strategies across investments, trusts, businesses, and estates.
Oversee tax compliance, planning, and controversy matters for families with balance sheets exceeding $100M.
Lead a team of tax professionals and collaborate with wealth advisors to integrate tax advice into holistic family office services.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more. We serve over 42,800 families across 110+ U.S. cities, and we are an independent fiduciary with a flexible, national footprint and a diverse team.
Stand up the tax function from foundation, acting as the first dedicated tax hire reporting to the CAO.
Own US federal and multi-state tax positions, including R&D credits, international tax, and sales/use tax.
Build the foundation for public-company tax disclosure and SOX readiness, using AI extensively.
Deepgram provides real-time APIs for speech-to-text, text-to-speech, and voice agents, powering the Voice AI economy. Backed by a Series C, the company has over 200,000 developers and 1,300+ clients, with a culture that expects an AI-first mindset and rapid adaptation.
Serve as the firm's primary technical tax resource, reviewing 450–550 returns annually and managing 1–2 Tax Managers.
Maintain strong client relationships, sign off on returns with full authority, and collaborate on process improvements.
Work remotely with a trust-based culture offering flexibility, competitive PTO, and a clear path to partnership.
Agresta, Storms & O’Leary, PC is a full-service CPA firm providing assurance, tax, business consulting, and entrepreneurial accounting services to diverse clients. With approximately 40 professionals across Indiana, the firm was founded in 2009 by partners with backgrounds in national and regional firms, united by a goal of combining superior professionals and technology.
Work at handoff points where deals slow down, matching supply and demand across developers and buyers.
Build a full picture of the GTM funnel across Transferable Tax Credits, Debt, and Investments.
Identify and prioritize the 2-3 highest-leverage process improvements, backed by data.
Crux is a capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. The company employs 100+ experts in energy, tax, finance, government, and technology, with $77 million raised from top investors.
Review complex individual tax returns (Form 1040), trusts (Form 1041), and business returns (Forms 1065, 1120S) for accuracy and compliance.
Lead tax planning engagements for individuals and small business owners, advising on financial strategies.
Manage multiple client relationships, monitor deadlines and budgets, and participate in business development.
Aprio is a Top 20 CPA and advisory firm with 40 U.S. office locations and over 3,200 team members that speak 60+ languages. The firm provides tax planning and consulting services to help clients maximize opportunities.
Manage tax compliance and planning for high-net-worth individuals, families, trusts, and closely held businesses.
Prepare and review federal, state, and local tax returns for various entities including individuals, trusts, and partnerships.
Identify tax planning opportunities and collaborate with wealth advisors to support clients' broader financial objectives.
Focus Financial Partners is a leading financial services firm offering integrated wealth management, family office, and business management services. The company has a large team and a client-first fiduciary culture.
Maintain strong client relationships, ensuring quality control standards.
Lead and mentor the tax team, including a senior tax manager and 3 accountants.
Prepare personal and corporate tax planning, returns, and projections.
Revel CPA helps creative individuals and organizations navigate business and taxes, ensuring compliance and maximizing opportunities. The company is a small, collaborative team that values professional development, responsibility, and fun.
Manage tax compliance and planning for high-net-worth individuals, trusts, and closely held businesses.
Identify tax-saving opportunities and coordinate with wealth advisors to support client objectives.
Prepare and review federal, state, and local tax returns while mentoring tax staff.
Focus Partners Wealth is a wealth management firm providing comprehensive financial planning and investment services. With over $180 billion in assets under management, the firm fosters a collaborative, client-focused culture.
Manage day-to-day responsibilities on R&D Tax Credit and Sec. 174 engagements, including leading technical interviews with clients.
Prepare and review calculations of R&D credits and produce technical reports reflecting client interviews.
Supervise and mentor R&D Tax Associates, providing technical guidance and supporting their development.
Burkland accelerates dreams by providing expert services to startups, helping them raise over $17.8B. They are a remote-first company with over 180 team members and a culture built on core values like fresh perspectives and empathy.
Partner with finance leadership to build and scale tax processes and strategies.
Own the quarter-end and annual tax provision process (ASC 740) and prepare tax journal entries.
Lead research on special projects including R&D tax credits, international expansion, and transfer pricing.
New Relic is a global observability platform that helps companies optimize their digital applications. It is a rapidly growing SaaS company with a dynamic and innovative culture.
Own and grow a personal book of allocator relationships from family offices and HNWIs.
Match investors to live deals, brief before meetings, and capture feedback.
Open new relationships from scratch using a proven method and earn trust that makes your calls answered within a day.
Paires is a two-sided platform that connects startup founders with family offices and high-net-worth individuals for fundraising. The company is self-funded, profitable, and built by a small, senior, flat team that ships fast.
Own pipeline development across the four core k1xChange personas: GPs, LPs, tax firms, and fund administrators.
Build and maintain executive relationships as a trusted advisor to senior decision-makers.
Stand up a new industry consortium in partnership with the President.
K1x is the leading data distribution platform for alternative investments, providing an AI-powered SaaS solution that simplifies K-1 workflows. They work with more than 40,000 organizations and recently secured a $175M growth investment, fostering a collaborative, execution-focused culture built for operators and builders.
Provide technical review of tax returns for HNWI individuals, trusts, and estates.
Collaborate with partners, clients, and senior accountants to resolve complex tax issues.
Foster and grow client relationships through expert tax planning and compliance.
They are a well-established, stable and growing tax firm specializing in HNWI tax planning, trusts, and estates. They offer real career growth, competitive compensation, and a hybrid work environment.
Lead tax planning kickoff calls and quarterly advisory meetings to design high-impact strategies.
Review financials for missed opportunities and prepare complex returns reflecting strategic planning.
Mentor team members and help scale the firm's advisory offerings and technical standards.
Our client is a growth-minded, remote accounting firm that provides strategic tax advisory to entrepreneurs and real estate investors. They focus on proactive partnership and have a culture of no timesheets and continuous improvement.
Serve as the primary technical authority on US and international tax matters, providing strategic guidance to internal teams and clients.
Lead, mentor, and review the work of a regional team of tax professionals while driving operational excellence.
Identify opportunities to improve workflows and optimize international tax structures to support compliance and strategic planning.
The company is a growing advisory organization specializing in tax and business services. It offers a collaborative, entrepreneurial environment with a focus on process innovation and professional development.
Lead tax due diligence and planning for global M&A transactions.
Design and implement global tax planning structures to optimize Canadian and foreign tax positions.
Oversee Canadian income tax planning, compliance, and filings with service provider coordination.
Cohere is a security-first enterprise AI company building cutting-edge foundation models and end-to-end AI products. It is a global team of researchers, engineers, designers, and more, passionate about their craft, with offices in major cities worldwide.