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. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.  

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Job Description:

 

As a Director in the Energy Credit Syndications Group on the Development & Community Advisory team you will work closely with an experienced team of energy transaction and investor syndication specialists to help developer and investor clients develop energy projects and deploy capital, growing the Baker Tilly tax credit syndications practice.

This team member will coordinate all phases of engagement planning and administration for Baker Tilly’s energy tax credit syndication practice. This includes assisting in the effective management of the practice’s staff. Extensive knowledge and experience regarding asset funding within the solar energy industry is required to perform this job. The role requires an experienced professional with investment banking or financial advisory experience who can identify, collect, and integrate information from disparate sources, develop cogent advisory strategies, and communicate them effectively to clients. The work will be complex and varied, so independent judgment and discretion are required.

 
What you will do:

• Successfully engage new clients while maintaining established client relationships
• Pursue leads for new clients and successfully close the sale of new business
• Staff management and people development; supervising and coordinating activities of other team members
• Design and management of capital raising process; continued development and management of ongoing relationships with institutional funding parties focused on clean energy industry (transfer credit, tax equity, mezzanine, equity, etc.).
• Management of market clearing activity to obtain the most competitive terms for clients.
• Support and enhance internal operations, facilitating workflows ensuring optimal client experience
• Perform as an industry leader internally and externally, representing Baker Tilly and the clean energy finance profession through speaking engagements, internal and external assignments, and client interactions as well as through active participation in relevant professional and community organizations
• Work collaboratively with Baker Tilly advisory teams serving the clean energy industry to appropriately leverage competencies to serve client needs while growing the firm’s presence in the clean energy and tax credit syndication industries.
• Project management including defining work programs and project plans, timelines and bud