Tax Manager, Compliance and Planning
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Job Location:
Denver, CO - USA
Monthly Salary:
Not Disclosed
Posted on:
9 hours ago
Vacancies:
1 Vacancy
Department:
Job Summary
ROLE OVERVIEW
The Tax Manager Compliance and Planning will lead our tax function specializing in federal and state compliance and strategic planning for our portfolio of renewable energy assets. Specifically this role will serve as the internal control gatekeeper for project-level federal tax credit compliance across the solar and storage portfolio as well as liaison with external service providers related to tax planning strategies. Pivot seeks a strong performer who can be responsible for the granular review validation and formal certification of federal Investment Tax Credit (ITC) eligibility and documentation integrity before financial closings and tax preparation.
This role serves as the internal subject-matter expert on Tax Compliance planning ITC eligibility adders and substantiation working closely with Legal Finance Development Engineering Procurement Construction and external advisors to ensure projects are structured documented and executed in a manner that preserves tax credit value and supports financing. This role materially reduces recapture risk and supports investor-grade compliance standards.
The Tax Manager Compliance and Planning will lead our tax function specializing in federal and state compliance and strategic planning for our portfolio of renewable energy assets. Specifically this role will serve as the internal control gatekeeper for project-level federal tax credit compliance across the solar and storage portfolio as well as liaison with external service providers related to tax planning strategies. Pivot seeks a strong performer who can be responsible for the granular review validation and formal certification of federal Investment Tax Credit (ITC) eligibility and documentation integrity before financial closings and tax preparation.
This role serves as the internal subject-matter expert on Tax Compliance planning ITC eligibility adders and substantiation working closely with Legal Finance Development Engineering Procurement Construction and external advisors to ensure projects are structured documented and executed in a manner that preserves tax credit value and supports financing. This role materially reduces recapture risk and supports investor-grade compliance standards.
PRIMARY RESPONSIBILITIES
ITC Compliance & Oversight
- Own end-to-end ITC compliance across Pivots project lifecycle from early development through placed-in-service and post-PIS audit readiness.
- Interpret and apply IRS guidance Treasury regulations Notices FAQs and other sub-regulatory guidance related to the ITC including Sections 48 and 48E.
- Monitor and assess ongoing regulatory developments (e.g. domestic content prevailing wage & apprenticeship FEOC continuity requirements) and advise internal stakeholders on compliance impacts.
- Serve as the primary internal point of contact for ITC compliance questions across Accounting Development Delivery Procurement Asset Management and Finance.
- Review evaluate and coordinate project documentation to ensure a project satisfies federal laws and U.S. Treasury and IRS guidance and regulatory requirements (including Beginning of Construction consideration.
ITC Eligible Basis and Cost Segregation Validation
- Review and educate the internal team on capitalization policies and cost allocation methodologies.
- Review and validate project-level eligible basis calculations.
- Confirm cost segregation methodology and supporting documentation.
- Provide formal internal certification of ITC qualification.
Tax Filings and Planning
- With the assistance of external tax advisors oversee the preparation and filing of all federal and state corporate income tax returns.
- Manage multi-stateindirect tax compliance including sales and use tax property tax and state nexus monitoring.
- Coordinate with external tax advisors to ensure the timely completion of annual reporting cycles.
- Advise on tax equity structures such as partnership flips and transferability structures.
- Partner with project finance legal and development teams to optimize project economics and tax basis.
Tax Accounting & Provision
- Coordinate quarterly and annualtax provision processunder ASC 740 and US GAAP.
- Manage complexpartnership income allocationsand capital account maintenance.
- Provide support in preparing Hypothetical Liquidation at Book Value (HLBV) calculations for tax equity partnerships.
Risk Mitigation & Internal Controls
- Establish standardized pre-Close and pre-Commercial Operation Date tax compliance review procedures.
- Formalize a process related to post-placed in service assets that ensures continued ITC compliance and mitigates recapture risk through early identification and escalation of risks.
- Collaborate with Development Procurement Legal and RevOps to close compliance gaps early in the lifecycle.
- Partner with the internal ITC working group to refine SOPs and controls.
- Support external financial statement audit processes and any IRS audit by coordinating and delivering all required documentation and support as it relates to ITC compliance or eligibility and address any follow-up questions as appropriate.
REQUIRED COMPETENCIES
- Minimum 58 years of experience in tax credit compliance accounting tax compliance and planning or project finance within renewable energy infrastructure or public accounting.
- Background in tax return preparation and/or preparation or auditing of complex tax provision calculations.
- Strong working knowledge of federal Investment Tax Credit (ITC) structures.
- Experience with tax equity or transferable tax credit transactions.
- Direct experience with ITC adders (domestic content PWA energy community low-income).
- Familiarity with cost segregation and eligible basis determinations.
- Understanding of prevailing wage and apprenticeship compliance under the IRA.
- High attention to detail and strong internal control orientation.
PREFERRED COMPETENCIES
- CPA designation
- Experience in a solar and storage IPP environment
- Big 4 or national accounting firm background.
$140000 - $180000 a year
Recruitment Agency Notice:
We appreciate your interest in partnering with us; however we are not seeking recruitment agency support for this role.
ABOUT PIVOT
Pivot Energy is a national renewable energy provider that develops finances builds owns and manages solar and energy storage projects that help decarbonize our nations electricity increase equitable access to clean energy for local communities and provide real cost-savings to American businesses and
families.
We are fiercely dedicated to accelerating the rapid transition taking place in the energy industry to a more decentralized and cleaner approach to power generation. We are committed to positively contributing to the local communities and people we serve with more than clean energy. We believe global warming poses an existential threat to our planet and that we have a responsibility to help mitigate the threat. Our portfolio includes projects that reduce energy burden for income-limited families create workforce pathways for under-represented groups within the solar industry and include robust community investment opportunities.
As a Certified B Corporation and one of Denvers Best Places to Work we believe that company success is driven by a healthy environment thriving society and workplace where all individuals are respected. We evaluate every internal decision on environmental social and governance (ESG) factors to determine if our actions will result in a net positive impact on the community our employees customers shareholders and the more in our annual ESG Report.
At Pivot our core values guide our work internally and externally:
Impact We hold ourselves accountable to having a measurable impact on our people communities and the planet
Balance Put family first; work hard/have fun
Determination Find ways to be successful no matter how difficult the challenge
Professionalism Impress everyone we touch be a team player
Honesty Be truthful and transparent externally and internally
Kindness Create an environment where kindness empathy and vulnerability are embraced
DIVERSITY EQUITY INCLUSION and JUSTICE STATEMENT
At Pivot we are proactively developing and maintaining an inclusive culture rooted in mutual respect that supports a workforce of different generations races gender identities sexual orientations ability statuses religions and cultures to work collaboratively together for greater impact. We seek to build a team that invests in relationship building celebrates each others successes and makes space for the unique contributions and working styles people bring into Pivot.
Pivot invests in company-wide trainings assessments and programs to advance internal inclusion and equity practices such as employee allyship building cross-cultural communications and equitable hiring and management protocols to increasingly recognize bias and ensure mutual respect and belonging.
EEO STATEMENT
Pivot Energy is an Equal Opportunity Employer and is committed to increasing the diversity of its workforce. We actively work to cultivate an inclusive culture that welcomes empowers and enables equitable career growth for employees regardless of background.
Required Experience:
Manager
