Tax Principal- Tax Credit Transferability

Tax Principal

Tax Solutions Group |  Tax Credit Transferability

Go beyond the numbers and do something different by helping to build one of the most dynamic new practices in tax. The Inflation Reduction Act’s §6418 transferability market is only a few years old — and we’re looking for a leader who has been in it since the beginning. As Principal leading our Tax Credit Transferability Team, you’ll own the growth of an end-to-end practice serving clients across all 50 states. This is a market-facing, origination-driven role for someone who loves building — both a book of business and the team behind it.

Your role.

Your work will include, but not be limited to:

Business Development & Market Origination

• Lead origination and growth of the firm’s tax credit transferability practice on both the buy-side and sell-side, nationally

• Cultivate and expand a network across the clean-energy credit ecosystem — direct sellers, brokers, syndicators, and developers in the 45X / ITC / PTC markets

• Build a book of business through proactive market development, prospecting, proposals, conferences, and referral-source relationships

• Serve as a market-facing leader and public voice for the practice, developing thought leadership and representing the firm at industry events

Team Building & Staff Development

• Lead, mentor, and grow the Transferability Team — inheriting an established core group with a clear path to scale the team

• Develop technical and market talent through coaching, training, and hands-on engagement leadership

• Foster a collaborative, high-performing team culture aligned with the firm’s people-first values

Technical & Engagement Leadership

• Guide clients through the full transferability lifecycle — generation and IRS registration, purchase and sale agreements, diligence and risk mitigation, and claiming credits

• Oversee transaction structuring, documentation, tax-opinion coordination, and compliance with IRS and Treasury guidance

• Serve as the senior relationship and economic owner on engagements, including billing, realization, and collections

Firm Contributions

• Collaborate across Assurance, Tax, Management Consulting, and Wealth Management to identify cross-serving opportunities

• Contribute to internal training, recruiting, and the development of the firm’s transferability tools and thought leadership

The qualifications.

• 10+ years of relevant tax, tax credit, or clean-energy transaction experience

• Deep, demonstrated expertise in §6418 tax credit transferability

• CPA preferred

• A proven track record of building a book of business and an established network within the clean-energy credit space (an existing book is not required, but the demonstrated ability to build one is essential)

• Public accounting experience preferred but not required; industry and deal-side backgrounds are welcome (e.g., syndicators, brokers, developers)

• Strong leadership, business development, and staff-development skills

• Willingness to travel primarily for business development: prospects, conferences, and training

• remote candidates should expect to travel to a Plante Moran offices periodically throughout the year

What makes us different?

On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody’s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.

At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model.

So, what are you waiting for? Apply now.

What makes us different?

On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.  At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now.

Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.   

Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.