Lead legal workstreams on tax equity, preferred equity, and transferable tax credit transactions from term sheet to closing.
Support debt financings and corporate matters, including credit agreements, intercreditor arrangements, and strategic transactions.
Manage outside counsel, standardize documents, and develop AI tools for diligence, drafting, and closing.
Crux is a capital platform for clean and critical infrastructure, modernizing capital raising with advisory, investments, markets, research, and technology. They are a remote-first team of energy, tax, finance, government, and tech experts backed by leading investors.
Serve as primary point of contact for external tax advisors, compiling workpapers and managing compliance.
Prepare quarterly estimated tax calculations and maintain the tax compliance calendar.
Support tax research, planning, and process automation for a complex multi-entity structure.
Voleon is a technology company that applies AI and machine learning to investment management. It is a multibillion-dollar asset manager with nearly two decades of industry leadership and a team of internationally recognized experts.
Lead enterprise tax strategy, planning, compliance, and risk management across federal, state, local, and telecommunications taxes.
Partner with executive leadership and private equity sponsors on M&A, financing transactions, and value-creation initiatives.
Transform and scale the tax function through automation, technology, and talent development.
NWN is an AI-powered technology solutions provider serving North America's most innovative public and private organizations. With over 1,200 experts, the company is recognized as a 'Best Place to Work' and prides itself on a high-performance, customer-obsessed culture.
Lead legal execution of structured finance transactions, including debt facilities, securitizations, and forward flow agreements.
Manage corporate legal operations, commercial contracting, and corporate governance.
Oversee and mentor a growing team of corporate and commercial attorneys, with initial management of 1-2 attorneys.
Forward Financing is a financial technology company that provides fast, flexible working capital to small businesses across America through revenue-based financing and commercial lending products. Recognized as a Best Place to Work and certified as a Great Place To Work®, the company has provided over $5 billion in funding to more than 100,000 small businesses since 2012.
Perform first level review of tax returns, Schedule K-1s, workpapers, and supporting schedules prepared by external advisors.
Assist in maintaining the tax compliance calendar, trackers, and supporting documentation across all entities.
Support tax process improvement through automation, documentation, and research on tax issues and regulatory changes.
Voleon is a technology company that applies state-of-the-art AI and machine learning techniques to real-world problems in finance. The firm is a multibillion-dollar asset manager with a collegial working environment, internationally recognized experts, and highly competitive benefits.
Lead end-to-end legal structuring and negotiation of project finance transactions for energy storage, renewables, and data centers.
Draft and negotiate credit agreements, security packages, and related financing documents with lenders and investors.
Manage multiple live transactions and advise on IRA tax credit structures, from term sheet through financial close.
Energy Vault is a global energy storage and power infrastructure company focused on owning, operating, and enabling resilient, dispatchable energy assets. The company operates globally with headquarters in California and Switzerland, and prides itself on innovation, commitment, and fast, nimble delivery.
Lead tax equity and preferred equity structuring for clean energy infrastructure transactions.
Build complex partnership flip, hybrid, and preferred equity models and drive underwriting.
Manage transaction execution from intake to closing while developing associates and using AI tools.
Crux is a capital platform for the clean economy, modernizing capital raising and deployment for clean energy and infrastructure. It is a remote-first team of 120+ experts, backed by $77M from top investors, with a high-growth, ownership-driven culture.
Support screening, underwriting, structuring, and execution of tax equity and preferred equity transactions from intake to closing.
Build and update financial models, prepare investment committee materials, and analyze risks and value drivers.
Collaborate with senior structuring team members and use AI-enabled tools to drive transactions and improve processes.
Crux is a capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. The company is a remote-first team of 120+ with a high-growth, high-ownership culture.
Manage a portfolio of high-net-worth clients as primary tax contact and provide year-round advisory.
Prepare and review complex federal, state, and local income tax returns, including entity and trust returns.
Leverage CCH Axcess, Bloomberg Tax Planner, and AI tools to improve efficiency and deliver strategic tax solutions.
A wealth management firm providing tax preparation, planning, and advisory services for high-net-worth individuals and families. It fosters a collaborative, client-focused culture with fully remote work and opportunities for mentorship and professional growth.
Deliver high-quality tax compliance, consulting, and planning services to diverse clients
Oversee preparation and timely filing of all required tax returns
Collaborate with clients and internal teams to develop tax strategies and build strong relationships
Aprio is a top 20 CPA and advisory firm that accounts for anything, serving fast-growing industries with proven expertise and strategic foresight. With 40 U.S. and international offices and over 3,200 team members speaking 60+ languages, it offers a top-rated culture and growth opportunities.
Prepare and review business and individual tax returns with accuracy and efficiency.
Complete tax compliance work for partnerships, S corporations, C corporations, and individuals.
Collaborate with team members to meet client deadlines and support tax planning initiatives.
Upsourced is a modern accounting and advisory firm built specifically for fast-growing creative agencies. The team values work-life balance, innovation, and collaboration without a traditional busy season.
Own commercial contracting end to end, including client, vendor, and partner agreements.
Advise Product and Engineering on onchain product design, turning legal and regulatory constraints into practical guidance.
Improve legal processes, templates, and tooling to help a small team scale effectively.
Gauntlet builds the financial systems of the future, offering best-in-class vault products for institutional clients moving onchain. The company serves over $1.6B in client TVL and brings together traditional finance and crypto-native expertise in a growing, collaborative environment.
Lead M&A transactions and corporate legal strategy in a healthcare technology organization.
Partner with Corporate Development and executives on acquisitions, investments, and financings.
Develop legal talent and build scalable processes for corporate transactions and governance.
They operate in the healthcare technology sector as a growing, multi-entity organization. The culture is remote-first, collaborative, and relatively flat, encouraging autonomy and professional growth.
Own securities and public company reporting matters, including SEC filings, quarterly reports, and earnings releases.
Advise on corporate governance, board processes, equity plans, and subsidiary governance.
Support M&A and strategic transactions while managing outside counsel and improving legal workflows.
GitLab is an intelligent orchestration platform for DevSecOps that helps organizations increase developer productivity and accelerate digital transformation. Trusted by over 50 million users and more than half of the Fortune 100, GitLab fosters a high-performance, values-driven culture where AI is embraced as a core productivity multiplier.
Oversee international tax accounting, including worldwide ASC 740 tax provisions and Pillar Two/GloBE calculations.
Partner with Finance, Accounting, Treasury, Legal, and external advisors to ensure accurate and timely tax reporting.
Lead and develop a Krakow-based tax team while monitoring regulations and supporting SOX compliance.
The hiring company is a global organization with complex international operations and a dedicated tax function. It supports a flexible remote work model and fosters collaboration across finance, accounting, legal, and treasury teams.
Own the end-to-end tax product roadmap, from discovery through delivery, covering the full client journey from document intake to filed return and tax planning.
Lead a cross-functional pod daily with engineering, design, data, and tax leadership, running agile ceremonies and managing external vendor relationships.
Shape the AI-powered tax transformation by setting direction for AI agents, driving rigorous evaluation of AI outputs, and integrating tax into the broader Mercer Advisors platform.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more under one team. Serving over 42,800 families across the U.S., the firm is ranked #1 RIA by Barron's and fosters a flexible, inclusive culture where more than half of employees and client-facing professionals are women.
Lead complex tax engagements for high net worth individuals, closely held businesses, and trusts.
Provide proactive tax planning, savings strategies, and wealth preservation solutions.
Supervise and review staff work while ensuring accurate and timely filings.
Frazier & Deeter is a Top 50 accounting and advisory firm serving clients across the United States and globally. They are a rapidly growing, entrepreneurial firm with offices in the US, UK, and India, repeatedly named a Best Firm to Work For and Best Firm for Women.
Advising product, engineering, marketing, and other teams on legal and regulatory issues for product development and commercialization.
Managing contracts including user agreements, terms of service, licensing, and commercial agreements.
Researching novel legal questions and collaborating with counsel to advise internal stakeholders.
Zerohash is a crypto and stablecoin infrastructure platform powering digital money for financial services. Backed by over $280M and trusted by major brands, it's a fast-growing, compliance-first team with a collaborative, ownership-driven culture.
Provide transactional and commercial legal counsel to support partnerships and customers.
Lead drafting, reviewing, and negotiating customer, vendor, and SaaS agreements.
Partner with internal teams to build legal infrastructure and manage risk.
Cohere Health provides an AI-powered clinical intelligence platform that improves payer-provider collaboration and healthcare economics. It is a well-backed, growing company with a culture that values empathy, candor, and teamwork.
Own the entire legal and compliance function end to end, ensuring regulatory compliance and building foundations for new products.
Partner with product and engineering to minimize licensing and regulatory obligations while leveraging AI to automate legal workflows.
Draft, review, and maintain policies, disclosures, agreements, and handle regulatory exams, audits, and relationships with banks.
Our partner is a fast-growing fintech company expanding from a single product into a diversified consumer financial platform. It operates as a lean, high-performing team focused on expanding financial access for underserved communities.