Managing Director, Tax Equity Advisory, BDO Capital Advisors

BDO USA, P.C. · United States

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

• 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

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

• 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

- N/A

• 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