Investment Banking, Energy Tax Credit Investments Manager

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, ****** orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

As a Manager in the Energy Credit Syndications Group on the Development & Community Advisory team you will work closely with an experienced team of energy transaction specialists to help investor clients deploy capital, growing the Baker Tilly tax credit Investment and syndications practice.

This team member will be responsible for origination and underwriting tax investments and monetizations for Baker Tilly’s energy tax credit syndication practice. Extensive knowledge and experience regarding asset funding within the renewable energy industry is required to perform this job. The role requires an experienced professional with investment banking or financial advisory experience who can identify, collect, and integrate information from disparate sources, develop cogent advisory strategies, and communicate effectively. The work will be complex and varied, so independent judgment and discretion are required.



What you will do:

Pursue investment opportunity leads for new clients and successfully close the sale of new business
Staff management and people development; supervising and coordinating activities of other team members
Participation in capital raising process; continued development and management of ongoing relationships with institutional funding parties focused on clean energy industry (transfer credit, tax equity, mezzanine, equity, etc.).
Management of market clearing activity to obtain the most competitive terms for clients.
Support and enhance internal operations, facilitating workflows ensuring optimal client experience
Perform as an industry leader internally and externally, representing Baker Tilly and the clean energy finance profession through speaking engagements, internal and external assignments, and client interactions as well as through active participation in relevant professional and community organizations
Work collaboratively with Baker Tilly advisory teams serving the clean energy industry to appropriately leverage competencies to serve client needs while growing the firm’s presence in the clean energy and tax credit syndication industries.
Project management including defining work programs and project plans, timelines and budgets
Effective execution of special projects and all other duties as assigned
Successful candidates will meet the following requirements:

Bachelor’s degree in finance, accounting, economics, engineering or a related field
MBA or Master’s degree in a related field preferred
A minimum of 3 years of directly related transaction experience in the field of renewable energy finance, with the demonstrated ability to negotiate and close numerous, large, complex transactions and syndication funds concurrently
Experience financially structuring, Excel modeling, and deploying capital from institutional and high net worth investor sources
Demonstrated leadership in the clean energy industry and/or the finance industry
The highest levels of technical competence in transaction structures required to monetize tax credits and related tax benefits
High level of ethics, teamwork, and commitment to excellence in work
Proven effective oral, written, and interpersonal skills, and requisite computer software skills appropriate to the specific field
Proven organizational and problem-solving skills
A sense of urgency and a commitment to timely completion of projects and transaction closings
Attention to detail alongside commitment to quality and confidentiality
Ability to work extended hours as needed, and the ability to travel including overnight as necessary.
The compensation range for this role is $124,+10 to $236,800. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location."