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.
Crux is the capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. Our team of 120+ is composed of experts in energy, tax, finance, government, and technology, and we have raised $77 million in capital from top investors.
Own the messaging, positioning, and enablement to win VC deals, from first conversation to competitive evaluation.
Act as internal expert on VC buying dynamics, creating persona-specific narratives and supporting sales with collateral and deal support.
Conduct voice-of-customer research and competitive intelligence to inform go-to-market strategy and enable AI-native workflows.
Juniper Square is a platform that unifies technology, data, and fund administration services for private markets, trusted by 2,300+ GPs. With 1,000+ employees and $350M+ in funding, the company fosters a culture of ownership, urgency, and collaboration, aiming to shape the future of private markets.
Manage entity formation, equity and debt financings, and commercial contracts for emerging companies.
Provide counsel on corporate governance, employment law, and equity compensation.
Handle M&A transactions and serve as outside general counsel, working closely with the Managing Partner.
Serotonin is the top go to market firm for transformative technologies, specialising in marketing, strategy, recruiting, and legal services. With a global team of 90 across 15 countries, Serotonin has supported over 300 clients since 2020.
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.
Own corporate and income tax compliance and provision, including federal, state, and local filings, and coordinate with external advisors.
Manage sales and indirect tax across jurisdictions, including nexus determination, registration, filing, and audit response.
Partner with Product and Engineering to design tax structure of customer invoices and advise leadership on tax planning.
Wrapbook is an AI platform for production finance, enabling finance teams to manage payroll, spend, and accounting for film and TV productions. The company has over 350 employees and is backed by Andreessen Horowitz, Bessemer Venture Partners, and WndrCo, fostering a culture of innovation and collaboration.
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.
Own multi-state data center tax credit and incentive strategy across our infrastructure footprint.
Serve as tax liaison, translating complex regulations into actionable guidance for stakeholders.
Manage external advisors and model tax savings to drive site selection decisions.
Vultr provides high-performance cloud infrastructure globally, with 33 data center locations serving customers in 185 countries. Privately held and self-funded for over a decade, it offers competitive benefits and values employee growth.
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.
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.
Serve as the company's primary tax subject matter authority, advising on strategic tax planning, risk, and compliance.
Maintain tax compliance across multi-entity structures, including partnership taxation and K-1 preparation.
Own indirect tax compliance, including sales tax, VAT registrations, and reconciliations.
DistroKid helps millions of independent artists distribute their music to streaming services and keep 100% of their earnings. We are a fast-moving, high-growth company building tools that empower creativity.
Administer a portfolio of trust and private client entities, ensuring all client deliverables are completed accurately and on time.
Build and maintain strong relationships with clients and internal stakeholders while delivering a high standard of client service.
Maintain accurate client records, prepare documentation, and ensure all activities comply with internal policies and regulatory requirements.
IQEQ is a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. They employ a global workforce of 6,500+ people across 24 jurisdictions and have assets under administration exceeding US$857 billion.
Lead execution of tax equity and preferred equity investments from term sheet through close, with senior support on complex points.
Identify, structure around, price, and document transaction risk, and build partnership and hybrid models.
Prepare opportunities for the Investment Committee and co-lead negotiations with sponsors and capital partners.
Crux is the capital platform for the clean economy, modernizing capital raising and deployment for clean energy and infrastructure. Our team of 120+ experts in energy, tax, finance, government, and technology has raised $77 million from top investors.
Own financial strategy, lead fundraising, and drive FP&A with key SaaS metrics to guide efficient growth.
Run accounting, controls, and compliance while building and scaling a high-performing finance team.
Partner across business units on pricing, unit economics, and strategic initiatives like M&A and market expansion.
Certa is the AI-first third-party operating system that enterprises use to onboard, assess, and monitor vendors and partners across risk, compliance, and ESG. The company has processed over 10 million entities for 100,000+ users across 120+ countries and is backed by Fin Capital, Vertex Ventures, and Point72 Ventures.
Oversee operational infrastructure and ensure seamless delivery of services to a growing portfolio of VC firms.
Develop and implement operational strategies balancing efficiency, quality, and scalability for client delight.
Build and lead a high-performing team of fund operations and customer success professionals across multiple time zones.
Decile Group is reinventing venture capital from first principles to unlock the asset class's potential and make the industry more global and inclusive. They run VC Lab, the leading venture capital accelerator, and operate the Decile Hub platform, serving hundreds of VC firms globally.
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.
Provide tax compliance and consulting to privately held companies and high net worth individuals.
Oversee complex tax research projects for a variety of clients and diverse industries.
Supervise tax professionals and manage day-to-day delivery of tax consulting services.
BPM is a public accounting firm that provides tax compliance and consulting services to privately held companies and high net worth individuals. The company fosters a caring and entrepreneurial culture where colleagues are valued and supported.