Senior Underwriter, Energy Transactions

2 months ago

Austin, United States Baker Tilly US, LLP Full time
Overview

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.

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, sexual 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.

Responsibilities

Responsibilities

The Senior Underwriter position within Baker Tilly Capital, LLC's Development Community Advisory - Capital Formation ("DCA") team offers a great opportunity to be part of a growing team within our FINRA Broker-Dealer and be a valued business advisor delivering industry-focused financial services to energy and infrastructure clients. Baker Tilly Capital is a Boutique Investment Bank that specializes in Tax Credits, Mergers & Acquisitions, capital sourcing, project finance, and corporate advisory. Baker Tilly has financed over 1,000 tax credit transactions and over $20 Billion in tax credits (e.g. 45Q, New Markets Tax Credit, Affordable Housing, Historic Tax Credits and Opportunity Zones) We have closed transactions with nearly all of the top 20 largest U.S. banks, along with many regional and community banks, and numerous Fortune 500 corporations. We are looking to leverage this experience and investor base in clean energy. The Energy Team, focused on the Inflation Reduction Act, is currently forty-five strong. As companies and their employees navigate the tremendous energy transition underway from traditional energy toward clean energy and decarbonization, you will help them develop and finance key energy infrastructure projects. You will work side-by-side with practice area leadership to serve clients who are developing and financing the energy infrastructure of the future, while playing a direct role in building the business within Baker Tilly and having direct firm's success. As one of the fastest growing financial services firms in the nation, with 61 offices across the country, Baker Tilly has the ability to offer you upward career trajectory, flexibility in how and where you get your work done, and meaningful relationships with clients, teammates, and leadership who truly care about you and your development.

What You Will Do
  • Immerse in the field of Energy, learning about the companies, technologies, and systems that deliver energy resources. Baker Tilly Capital works with clients across energy sources, from clean energy sources like solar, wind, biomass, renewable natural gas, advanced biofuels to oil & gas related infrastructure.
  • Customize detailed financial models for deal specific structuring elements and circumstances - this can include a wide range of technologies and incorporating multiple tax credit programs, government incentives, and non-traditional financing programs.
  • Assist in securing financing and equity sources for transactions, and negotiating financing agreement from these sources.
  • Assist with acquisition, preservation, disposition and recapitalization strategies for owners of energy asset portfolios.
  • Assist with various aspects of transactions involving federal tax including preparing the relevant application materials and structuring monetization of the credits to help clients maximize value.
  • Provide support in developing presentations, responding to requests for proposals, pitch books, and creating proposals for the team.
  • Research industry topics and technical issues, compile data, and present findings.
  • Assist in energy and infrastructure focused analysis for thought leadership pieces.
Qualifications

Successful candidates will meet the following requirements:
    • Bachelor's degree in finance, accounting, economics, engineering or energy-related field required. MBA is a plus.
    • Experience with modeling partnership allocations (within renewable energy preferred) and/or underwriting bank debt, energy project finance, and funding sources including the Production Tax Credit and Investment Tax Credit, Renewable Energy Certificates (RECs), and the Low Carbon Fuel Standard (LCFS) required.
    • Understanding of structured finance concepts, distributed energy project financials and operating performance metrics.
    • Demonstrated analytical, problem solving, and project management skills.
    • Strong organizational, interpersonal, and communication skills.
    • A sense of urgency and a commitment to timely completion of projects
    • Attention to detail alongside a commitment to quality and confidentiality
    • Highly developed skills in Microsoft Office Suite (Word, Excel, and PowerPoint) required.
    • Ability to provide exceptional client service and demonstrate commitment to continuous learning in order to stay current on the Energy industry and applicable finance strategies.
    • Ability to work extended hours as needed, and the ability to travel including overnight as necessary
    • Eligibility to work in the U.S. without sponsorship.

Additional Information

For California, Colorado, New York and Washington: The compensation range for this role is $86,660 to $187,790. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

#LI-OR1

  • Senior Transaction Tax Specialist

    1 day ago

    Austin, Texas, United States Constellation Energy Generation, LLC. Full time

    About Constellation Energy Generation, LLC.We are a leading energy company focused on accelerating the transition to a carbon-free future. Our mission is to cultivate a workplace where our employees can grow, thrive, and contribute to a cleaner planet.Job SummaryWe are seeking a highly skilled Senior Transaction Tax Analyst to join our team. The successful...

  • Senior Transaction Tax Analyst

    3 months ago

    Austin, United States Constellation Energy Generation, LLC. Full time

    Overview: COMPANY OVERVIEW As the nation's largest producer of clean, carbon-free energy, Constellation is a company purposely-built to meet the challenges of the climate crisis. Constellation has been the leader in clean energy production for more than a decade and we are growing our company and capabilities. Now, we're accelerating, speeding our low-carbon...

  • Senior Transaction Tax Analyst

    1 week ago

    Austin, United States Constellation Energy Generation, LLC. Full time

    WHO WE ARE As the nation's largest producer of clean, carbon-free energy, Constellation is focused on our purpose: accelerating the transition to a carbon-free future. We have been the leader in clean energy production for more than a decade, and we are cultivating a workplace where our employees can grow, thrive, and contribute. Our culture and employee...

  • Energy Transactions Associate

    2 months ago

    Austin, United States Avalon Legal Search Full time

    About the Role: Our client, a global law firm, is seeking (2) associates- a more junior (2+ years) and a mid-level associate with approximately (3-6) years of experience to join the firm's nationally recognized energy practice. The qualified candidate should have at least 3 years of energy transactional M&A or corporate experience deal experience drafting...

  • Energy Transactions Associate

    2 months ago

    Austin, United States Avalon Legal Search Full time

    About the Role: Our client, a global law firm, is seeking (2) associates- a more junior (2+ years) and a mid-level associate with approximately (3-6) years of experience to join the firm's nationally recognized energy practice. The qualified candidate should have at least 3 years of energy transactional M&A or corporate experience deal experience drafting...

  • Senior Transaction Tax Analyst

    1 day ago

    Austin, Texas, United States Constellation Full time

    About ConstellationConstellation is a leading energy company dedicated to accelerating the transition to a carbon-free future. As a pioneer in clean energy production, we strive to create a workplace where our employees can grow, thrive, and contribute to a healthier community and a cleaner planet.Our CultureWe are powered by passion and purpose. Our culture...

  • Senior Transaction Tax Analyst

    2 weeks ago

    Austin, United States Constellation Full time

    **WHO WE ARE** As the nation's largest producer of clean, carbon-free energy, Constellation is focused on our purpose: accelerating the transition to a carbon-free future. We have been the leader in clean energy production for more than a decade, and we are cultivating a workplace where our employees can grow, thrive, and contribute. Our culture and employee...

  • Director of Renewable Energy Origination and Execution

    4 days ago

    Austin, Texas, United States Cubico Sustainable Investments Full time

    About the RoleCubico Sustainable Investments is seeking an experienced professional to join our Origination and Execution team in the US. As a key member of our team, you will be responsible for identifying and executing investment opportunities for Cubico in the US, targeting acquisition of early and mid-stage greenfield renewable energy projects.Key...

  • Senior Counsel, Renewable Energy Solutions

    2 weeks ago

    Austin, Texas, United States Tesla Motors Full time

    Position OverviewTesla is seeking a Senior Counsel for Renewable Energy Solutions to be based in our California or Texas offices. This role is pivotal in supporting the expansion of our global energy initiatives. Reporting directly to the Assistant General Counsel for Energy Products, you will concentrate on our diverse solar and energy storage sectors,...

  • Senior Counsel, Renewable Energy Solutions

    2 weeks ago

    Austin, Texas, United States Tesla Motors Full time

    Position OverviewTesla is seeking a Senior Counsel for Renewable Energy Solutions to be based in our California or Texas offices. This role is essential for supporting the expansion of our global energy initiatives. Reporting directly to the Assistant General Counsel for Energy Products, you will concentrate on our residential, commercial, industrial, and...

  • Senior Counsel, Renewable Energy Solutions

    2 weeks ago

    Austin, Texas, United States Tesla Motors Full time

    Position OverviewTesla is seeking a Senior Counsel for Renewable Energy Solutions to be based in our California or Texas offices. This role is essential in supporting the expansion of our global energy initiatives. Reporting directly to the Assistant General Counsel for Energy Products, you will concentrate on our diverse solar and energy storage operations,...

  • Senior Analyst, Project Finance

    3 months ago

    Austin, United States Recurrent Energy Full time

    Description Position at Recurrent Energy JOB DESCRIPTION Position Title: Senior Analyst, Project Finance Department: Development - Central region Reports To: Director, Business Analysis Location: Austin, TX* or Remote *Priority is given to candidates who can work in a flexible hybrid model from our office in Austin, TX, but will also consider candidates...

  • Senior Underwriting Director

    7 days ago

    Austin, United States Ease Inc Full time

    Safelease SafeLease helps self storage operators protect and expand their businesses. Our core product has achieved product market fit and is growing rapidly. With our existing customers, technology and stellar reputation as a jumping off point, we see a number of adjacent opportunities where we can help operators run their businesses even better with less...

  • Head of Renewable Energy Origination

    2 weeks ago

    Austin, Texas, United States Cubico Sustainable Investments Limited Full time

    Position Overview:Cubico Sustainable Investments Limited is seeking a seasoned professional to become a vital part of the Origination and Execution team (O&E) in the United States.The O&E division operates as a specialized function within Cubico, complementing other essential areas such as Development, Technical, Asset Management, Legal, and Finance.The...

  • Senior Underwriting Director

    7 days ago

    Austin, United States SafeLease Full time

    Safelease SafeLease helps self storage operators protect and expand their businesses. Our core product has achieved product market fit and is growing rapidly. With our existing customers, technology and stellar reputation as a jumping off point, we see a number of adjacent opportunities where we can help operators run their businesses even better with less...

  • Undergraduate Internship in Renewable Energy

    2 weeks ago

    Austin, Texas, United States Linea Energy Full time

    Job OverviewPosition: Renewable Energy Undergraduate Intern - Development and Communication RolesLocation: Austin, TXCommitment: Part-time; 10-20 Hours per week, with a preference for one full day in personCompany: Linea Energy, a dynamic startup in the renewable energy sector, is looking for enthusiastic undergraduate interns for the upcoming academic...

  • Renewable Energy Intern

    5 days ago

    Austin, United States Linea Energy Full time

    Job DescriptionJob DescriptionAbout Linea Energy:Founded in 2022, Linea Energy is a rapidly growing renewable energy startup with a mission to re-envision renewables and accelerate the clean energy transition through innovative development and efficient operations. We are committed to building a sustainable future by driving the adoption of solar, wind, and...

  • Communications Intern in Renewable Energy

    2 weeks ago

    Austin, Texas, United States Linea Energy Full time

    Position OverviewRole: Renewable Energy Undergraduate Intern - CommunicationsCompany: Linea EnergyAbout Us:Founded in 2022, Linea Energy is an innovative startup dedicated to transforming the renewable energy landscape. Our mission is to facilitate the clean energy transition through pioneering development and effective operations, focusing on solar, wind,...

  • Communications Intern in Renewable Energy

    2 weeks ago

    Austin, Texas, United States Linea Energy Full time

    Position OverviewRole: Renewable Energy Undergraduate Intern - CommunicationsAbout Linea Energy:Founded in 2022, Linea Energy is an innovative startup dedicated to transforming the renewable energy landscape. Our mission is to expedite the clean energy transition through pioneering development and effective operations, focusing on solar, wind, and energy...

  • Senior Tax Compliance Analyst

    2 weeks ago

    Austin, Texas, United States Constellation Energy Generation, LLC. Full time

    Position Overview:Company BackgroundConstellation Energy Generation, LLC is a leading force in the production of clean, carbon-neutral energy. Our mission is to tackle the climate crisis head-on, and we have been at the forefront of clean energy generation for over a decade. As we expand our operations and capabilities, we are committed to delivering...