Tax Credit Finance Associate
2 weeks ago
At Evergrow, we seek to build and sustain a carbon-neutral world. We're fulfilling this mission by making financing accessible for those creating low-carbon infrastructure and technology (e.g., solar, renewable natural gas, energy storage). And there’s a strong why now. The climate bill passed by Congress in 2022 is a game-changer for renewable energy project developers and owners, and we are building solutions to provide everything they need to claim vital financial benefits. Our transparency and speed materially lowers transaction costs and helps more projects get built and accelerate decarbonization.
You should apply if:
You aspire to work alongside the best: We’ve brought together an immensely talented, thoughtful, and mission-driven team—we care deeply about our work, are highly collaborative, and are eager to welcome other like-minded people to join us in our mission. We are backed by leading investors who share our mission, including XYZ Venture Capital, Congruent Ventures, First Round Capital, Garuda Ventures, My Climate Journey, Skyview Ventures, and founders and senior executives from Plaid, Brex, Twitch, Instacart, Charm Industrial, Living Carbon, and Bridgewater Associates.
You’re energized about solving complex problems: We are at a new frontier with climate change—the 2022 Inflation Reduction Act signals a profound shift in climate policy, with financial incentive (and benefits) at its core. This brings a vast network of legislation, processes, businesses and people into the fray, simultaneously creating incredible opportunities as well as challenges. If you're prepared to tackle these challenges, energized to get into the weeds of renewable energy tax credits, and work to build long-lasting, novel solutions, we believe you'll be an excellent match.
Your Role: As the second member of the tax credit finance team, you will play a crucial role in helping Evergrow scale its capacity to take on new business, build out new financing products, and improve processes as deal volume increases. The Tax Credit Finance Associate will support the Director of Tax Credit Finance across multiple key functions, from product development to due diligence to execution and ongoing management of tax credit transactions. Specific responsibilities will include:
- Conducting due diligence for tax credit transfer and tax equity transactions using Evergrow’s tax credit financing platform, helping drive continuous platform improvements.
- Ensuring tax credit transactions meet Evergrow’s policy requirements.
- Managing documentation and tracking deliverables with third parties including independent engineers, accounting firms, and insurance brokers.
- Helping to document due diligence processes and keep the team’s work efficiently tracked.
- Helping manage relationships and develop efficient customer communication to support the diligence process.
- Conducting research and writing up findings as inputs into product feature development.
- Developing reports to summarize key diligence metrics, and report out in weekly or monthly company meetings.
- Helping build out Evergrow’s asset management functions.
- 2-4 years of experience in renewable energy tax equity finance, with a strong understanding of tax credit transaction structuring.
- Education or background in finance including experience with financial statement analysis and financial modeling.
- Experience with project due diligence and transaction execution either with a project developer or institutional investor.
- Strong research and analytical skills, with the ability to collaborate with cross-functional teams.
- Interest in and ability to balance multiple initiatives at the same time, and jump in wherever needed.
- A proactive, detail-oriented, resourceful approach to their work who loves problem-solving.
- Comfortable working in a fast-paced early-stage start-up environment.
- Excellent written and verbal communication skills.
- Intellectual curiosity and self-starter who is energized by building new products.
- Is able to collaborate in person in our San Francisco office three days per week (required).
Even if you don’t match every listed requirement, we highly encourage you to apply
At Evergrow, we value our differences, and encourage all - especially those whose identities are traditionally underrepresented in tech organizations - to apply. We’ve embedded diverse perspectives at all levels at Evergrow, because we know it makes our team stronger and better equipped to serve all stakeholders.
We do not discriminate on the basis of race, religion, color, gender expression or identity, sexual orientation, ancestry, national origin, citizenship, age, marital status, political belief, or any other characteristic protected by law.
Compensation and Benefits
Top-tier health, dental, and vision insurance.
401(k).
Daily lunch provided.
Flexible PTO and Family Leave.
Regular team retreats and offsites.
Dog-friendly office in downtown San Francisco.
Visa and/or green card sponsorship (our CEO's first startup focused on streamlining immigration).
Base pay may vary considerably depending on job-related knowledge, skills, and experience. The expected salary ranges for this San Francisco-based position are outlined below and may be modified in the future.
#J-18808-Ljbffr-
Tax Manager
4 weeks ago
San Francisco, California, United States Andersen Tax Full timeAt Andersen Tax, we are seeking a highly skilled Tax Manager to join our State and Local Tax (SALT) practice. As a Tax Manager, you will provide state and local property tax planning, consulting, and compliance services to multiple clients within various industries.You will work directly with clients, manage the tax engagement team, and be connected to a...
-
Credit Risk Review Manager
2 weeks ago
San Francisco, United States Social Finance (SoFi) Full timeEmployee Applicant Privacy NoticeWho we are:Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The...
-
Associate Attorney
6 days ago
San Francisco, United States InvestM Technology LLC Full timeJob Title: Mid/Senior-level Project Finance AssociateWork Location Options(On-Site): NYC, NYSan Francisco, CAPalo Alto, CAChicago, ILWashington DCMode of Employment: Full-time, direct hire on the client's payroll.DescriptionOur client, one of the largest international law firms, is seeking an associate attorney with three (3) to six (6) years of experience...
-
Associate Attorney
1 week ago
san francisco, United States InvestM Technology LLC Full timeJob Title: Mid/Senior-level Project Finance AssociateWork Location Options: NYC, NYSan Francisco, CAPalo Alto, CAChicago, ILWashington DCMode of Employment: Full-time, direct hire on the client's payroll.DescriptionOur client, one of the largest international law firms, is seeking an associate attorney with three (3) to six (6) years of experience to join...
-
Associate Attorney
1 week ago
San Francisco, United States InvestM Technology LLC Full timeJob Title: Mid/Senior-level Project Finance AssociateWork Location Options: NYC, NYSan Francisco, CAPalo Alto, CAChicago, ILWashington DCMode of Employment: Full-time, direct hire on the client's payroll.DescriptionOur client, one of the largest international law firms, is seeking an associate attorney with three (3) to six (6) years of experience to join...
-
Associate Attorney
7 days ago
san francisco, United States InvestM Technology LLC Full timeJob Title: Mid/Senior-level Project Finance AssociateWork Location Options(On-Site): NYC, NYSan Francisco, CAPalo Alto, CAChicago, ILWashington DCMode of Employment: Full-time, direct hire on the client's payroll.DescriptionOur client, one of the largest international law firms, is seeking an associate attorney with three (3) to six (6) years of experience...
-
Associate Attorney
3 days ago
san francisco, United States InvestM Technology LLC Full timeJob Title: Mid/Senior-level Project Finance AssociateWork Location Options(On-Site): NYC, NYSan Francisco, CAPalo Alto, CAChicago, ILWashington DCMode of Employment: Full-time, direct hire on the client's payroll.DescriptionOur client, one of the largest international law firms, is seeking an associate attorney with three (3) to six (6) years of experience...
-
Executive Underwriter
1 month ago
San Francisco, California, United States Kalepa Corporation Full timeEnergy Transition Tax Credit Insurance UnderwriterAt Paragon, we're revolutionizing the energy industry with innovative insurance solutions. As an Energy Transition Tax Credit Insurance Underwriter, you'll play a critical role in shaping our company's growth and success.About the RoleWe're seeking a seasoned underwriter with expertise in tax credit...
-
Senior Tax Credits Specialist
2 weeks ago
San Francisco, United States Monograph Full timeAbout Gusto Gusto is a modern, online people platform that helps small businesses take care of their teams. On top of full-service payroll, Gusto offers health insurance, 401(k)s, expert HR, and team management tools. Today, Gusto offices in Denver, San Francisco, and New York serve more than 300,000 businesses nationwide. Our mission is to create a world...
-
Customer Operations Specialist
2 weeks ago
San Francisco, United States Monograph Full timeAbout Gusto Gusto is a modern, online people platform that helps small businesses take care of their teams. On top of full-service payroll, Gusto offers health insurance, 401(k)s, expert HR, and team management tools. Today, Gusto offices in Denver, San Francisco, and New York serve more than 300,000 businesses nationwide. Our mission is to create a world...
-
Credit Strategy Analyst, Data Scientist
3 weeks ago
San Francisco, United States Social Finance Ltd Full timeEmployee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The...
-
San Francisco, California, United States City National Bank Full timeAbout the RoleWe are seeking an experienced Senior Credit Specialist to join our Structured Finance team. This is a unique opportunity to work with a leading bank and contribute to the success of our clients.Job DescriptionThe Senior Credit Specialist will be responsible for providing credit expertise to the cash flow lending/leveraged finance group within...
-
Associate, Banker – Financing Group
1 week ago
San Francisco, United States Goldman Sachs & Co. LLC Full timeAssociate, Banker – Financing Group with Goldman Sachs & Co. LLC in San Francisco, California. Meeting with U.S. and Canadian corporate and private equity clients across industry sectors to provide risk management advice relating to macroeconomic exposures, including interest rates, inflation, foreign currency, credit, commodities, and equities....
-
Executive Underwriter
4 days ago
San Francisco, United States Kalepa Insurance Services, LLC Full timeWhy Paragon? In 2014, Paragon was incepted in a Starbucks coffee shop with a simple strategy — build the MGA that we would want to work for. Years later, Paragon is one of the fastest growing MGAs in the country. Our secret? A dedication to diversity and agility. We realized from the start that a commitment to thinking, acting, and rewarding...
-
Executive Underwriter
3 weeks ago
San Francisco, United States Paragon Insurance Holdings Full timeWhy Paragon?In 2014, Paragon was incepted in a Starbucks coffee shop with a simple strategy - build the MGA that we would want to work for. Years later, Paragon is one of the fastest growing MGAs in the country. Our secret? A dedication to diversity and agility. We realized from the start that a commitment to thinking, acting, and rewarding "different" would...
-
Senior Credit Manager
2 weeks ago
San Francisco, United States Social Finance (SoFi) Full timeEmployee Applicant Privacy NoticeWho we are:Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The...
-
Tax Senior Manager
3 weeks ago
San Francisco, United States Aardvark Tax Advisors Full timeAardvark Tax Advisors, LLC We are a fast-growing accounting practice, with one of our offices located in the Bay Area of California and New Hampshire. We are dedicated to providing superior tax preparation, accounting, and advisory services to a diverse range of clients by embracing cutting-edge technology. With a commitment to professionalism,...
-
Complex Credit Associate
3 weeks ago
San Francisco, United States White Oak Global Advisors Full timeFirm Description: White Oak Global Advisors, LLC (“White Oak”) is a private credit investment manager with approximately $6.3 billion* of assets under management. Together with our financing affiliates, we are a direct lending specialist focused on senior secured term and asset based loan products to non-sponsored and sponsored middle market companies....
-
Complex Credit Associate
2 months ago
san francisco, United States White Oak Global Advisors Full timeFirm Description:White Oak Global Advisors, LLC (“White Oak”) is a private credit investment manager with approximately $6.3 billion* of assets under management. Together with our financing affiliates, we are a direct lending specialist focused on senior secured term and asset based loan products to non-sponsored and sponsored middle market companies. We...
-
Complex Credit Associate
1 month ago
san francisco, United States White Oak Global Advisors Full timeFirm Description:White Oak Global Advisors, LLC (“White Oak”) is a private credit investment manager with approximately $6.3 billion* of assets under management. Together with our financing affiliates, we are a direct lending specialist focused on senior secured term and asset based loan products to non-sponsored and sponsored middle market companies. We...
