Managing Director, Tax Equity Advisory, BDO Capital Advisors

Job Summary:

A Managing Director, BDO Capital Advisors advises clients through tax equity, tax credit, and other similar project finance transactions for renewable energy, infrastructure, housing, community development, or historic preservation sectors. This role is responsible for driving business development through networking, with the goal of converting prospects to clients. The Managing Director oversees and executes transactions to ensure all deliverables are met appropriately and in a timely manner. Additionally, the Managing Director oversees the workload of the execution team and will act as a mentor for the staff. The person in this role must have an entrepreneurial and metrics driven mindset, focusing on the various goals of the department thereby delivering measurable revenue results.

Job Duties:

• Originates, structures, and executes tax credit transfers, tax equities and other similar project finance advisory engagements, managing financial, tax, and business due diligence assistance for companies and/or investors
• Engages in business development activities by marketing services to both external clients and internal partners, developing client networks, and supporting efforts in developing and executing sales and marketing strategies
• Networks with prospects to build revenue producing relationships
• Analyzes client's data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions
• Collaborates with external legal, tax, and advisory professionals to ensure deal execution
• Reviews transaction documents, providing insights to clients for negotiations
• Identifies pre- and post-close business opportunities and enhances go-to market strategies
• Commits to satisfying internal and external customers
• Other duties as assigned

Supervisory Responsibilities:

• Manages efforts of the team providing guidance with an apprenticeship approach
• Directs due diligence meetings, and drafts and reviews tailored due diligence reports specific to key issues
• Manages and coordinates the approach of clients throughout the entire transaction process
• Acts as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, managing the closing process, and providing real time feedback and guidance to client and diligence providers for timely and efficient product delivery
• Leads the day-to-day execution of transactions, including due diligence, data room review, and the commercial negotiation of contracts and other agreements

Qualifications, Knowledge, Skills, and Abilities:

Education:

• Bachelor's Degree in Accounting, Finance, or Economics, required
• MBA degree, preferred

Experience:

• Ten (10) or more years of experience in tax equity, project finance, or a similar capital advisory role required
• Experience successfully managing and leading a team of VPs, associates and/or analysts both in person and remotely, required

License/Certifications:

• FINRA Series 7/79 and 63 licenses, or in active pursuance of licensure (if not currently held, will be required shortly after hire), required

Software:

• Proficient in the use of Microsoft Office Suite, required

Language:

• N/A

Other Knowledge, Skills, & Abilities:

• Strong business acumen, with analytical and problem-solving skills, as well as the ability to understand how business model decisions impact performance
• Experience reviewing tax equity and other project finance models
• Comfort with ambiguity and fluid client situations
• Strong time management skills with the ability to multi-task and prioritize projects to meet simultaneous, multiple deadlines in a fast-paced environment
• Advanced analytical and modeling skills with attention to detail
• Excellent written and verbal communication with a polished/professional demeanor
• Must be a team player with the ability to work cohesively with colleagues and clients
• Self-motivated and work well under pressure with pro-active follow-up skills
• Ability to travel for client meetings/events during regular work hours, evenings, and/or weekends

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.

National Range: $250,000 - $300,000 Maryland Range: $250,000 - $300,000

NYC/Long Island/Westchester Range: $250,000 - $300,000

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you'll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you'll be part of a team helping clients navigate complexity and move forward with clarity.

We are proud to be an ESOP company, offering participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we're building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!

• Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

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