总监/副总裁，税务股权资本
Director/VP, Tax Equity Capital
**公司简介**
Palmetto 是一家领先的清洁能源公司，致力于加速向清洁能源未来的转型。我们相信消费者可以**拥有一切**，我们是一家不妥协的能源公司，让清洁生活变得简单明了。我们的获奖技术平台使房主、企业和创业者能够通过简单、可扩展和创新的解决方案采用可再生能源。在 B2B 和 D2C 的交汇点上运营，我们提供软件、金融产品和服务，推动真正的环境影响——同时不牺牲价值。我们为整个家庭电气化提供端到端的解决方案，让清洁能源触手可及。
我们的员工是我们最宝贵的资源。我们培养内部晋升的文化，重视人才发展、职业成长和有目标的工作。Palmetto 提供全面的福利包，包括无限带薪假期、医疗、牙科和视力保险、带薪育儿假、退休计划等，让你在个人和职业生活中都能**拥有的一切**。Palmetto 重视人、地球和利润，由注重协作、影响和平衡的文化所支持。加入我们，共同打造更光明、更清洁的世界。
**地点**
该职位将设在纽约市。
**汇报对象**
该职位将向 Palmetto 资本市场总裁汇报。
**职位概述**
总监/副总裁将负责涵盖融资募集和执行的资本市场活动，主要专注于税务股权和其他税务高效融资工具的发起、结构设计和执行。这包括管理关键的税务股权投资者、银行和其他融资关系，以及监督建模工作以支持机会的推进。总监/副总裁及其团队将与银行和其他融资方就 Palmetto 的所有资产相关资本交易进行谈判。该职位将是 LightReach 领导团队的关键成员，并帮助在组织内建立内部资本市场专业知识和意识。
**战略与战术**
- 领导与外部利益相关者进行税务股权交易和其他税务高效融资工具的发起、结构设计、谈判和执行
- 开发并维护与税务股权投资者的关系，并寻找新的税务股权资金来源
- 监督 Excel 财务模型的开发和执行
查看英文原文
**Company Description**
Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can **have it all,** we are an uncompromising energy company that makes coming clean a no brainer. Our award-winning technology platform empowers homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions. Operating at the intersection of B2B and D2C, we offer software, financial products, and services that drive real environmental impact—without compromising value. We deliver end-to-end solutions for whole home electrification that put clean energy within reach for all.
Our employees are our most valuable resource. We foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work. Palmetto offers a comprehensive benefits package—including unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and more—so you can **have it all** both personally and professionally. Palmetto prioritizes people, planet, and profit—backed by a culture that values collaboration, impact, and balance. Join us in building a brighter, cleaner world.
**Location**
This position will be based in New York City.
**Reporting**
This position will report to the President, Palmetto Capital Markets.
**Summary of Role**
The Director / VP will be responsible for leading capital markets activities spanning across capital raising and execution, with a primary focus on the origination, structuring, and execution of tax equity and other tax-efficient financing vehicles. This includes managing key tax equity investor, banking, and other financing relationships, as well as overseeing the modeling work to support the advancement of the opportunities. The Director / VP and their team will negotiate with banks and other financiers for all asset-related capital transactions for Palmetto. The role will be a key member of the LightReach leadership team and help develop the in-house capital markets expertise and awareness across the organization.
**Strategic & Tactical**
- Lead the origination, structuring, negotiation, and execution of tax equity, transactions and other tax-efficient financing vehicles with external stakeholders
- Develop and nurture relationships with tax equity investors and identify new sources of tax equity capital
- Oversee the development and execution of Excel financial models to support tax equity transactions and other capital funding activities
- Execute tax equity and financing transactions from initial investor engagement through negotiations, document review, due diligence, and closing
- Oversee reporting associated with Palmetto Finance to key financial stakeholders
- Collaborate with Corporate Finance, Treasury, Asset Management, and Accounting to ensure partnership and transparency on all things Palmetto Finance
- Develop and nurture strong relationships with key banks and external partners
- Is highly attuned to customer needs and requirements, and can anticipate their needs, and provide tailored solutions to meet their objectives
- Contribute to broader capital markets activities based on experience and business needs. Experience with debt structuring and/or tax credit origination and placement is highly valued, but not required
- Develop junior capital markets team members
**Qualifications**
- Bachelor’s degree in Finance, Economics, or related field; master’s or MBA a plus
- 6+ years of experience in banking or capital markets; renewable energy and tax equity experience strongly preferred
- Strong business acumen and analytical skills with deep understanding of the macroeconomic landscape
- Deep experience in financial modeling and negotiating and structuring complex deals, with demonstrated experience originating, structuring, and executing tax equity transactions
- Strong relationships with tax equity investors and a demonstrated ability to originate new sources of capital
- Proven track record of working on complex financial transactions, collaborating closely with internal teams (Finance/Accounting, Legal etc)
- Experience with debt structuring and/or tax credit origination and placement is preferred, but not required
- Highly motivated and able to thrive in a fast-paced customer-centric environment where priorities may change quickly
- Collaborates seamlessly with internal teams in Finance & Accounting, Technology etc.
- Strong interpersonal and communication skills; experience presenting and influencing decision making at the senior leadership level
_Employment is contingent upon the successful completion of a background check._
**Equal Employment Opportunity**
Palmetto embraces diversity and is an Equal Employment Opportunity employer. Employment is decided on the basis of qualifications, merit, and business need. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or any other status protected under federal, state, or local law.
To ensure a fair evaluation, we may use AI to assist in sorting applications, but all final decisions are made by our hiring team and no candidate dispositions are automated. We will keep your information on file for four years from the date of your application. For detailed information about how we handle your data and our use of AI, please review our full privacy policy.
For more about our Privacy Policy, visit: [https://palmetto.com/privacy-policy](https://palmetto.com/privacy-policy)