Plante Moran | Tax Principal- Tax Credit Transferability

Responsibilities

• 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.
• Please review the position description for the applicable geographic location.
• Lead origination and growth of the firm’s tax credit transferability practice on both the buy-side and sell-side, nationally.
• 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.
• 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.
• 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.
• 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.
• 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.
• Plante Moran is committed to a diverse workplace.
• Plante Moran maintains a drug-free workplace.
• Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.
• Foster a collaborative, high-performing team culture aligned with the firm’s people-first values
• Highlights include health, dental, vision, disability, and life insurance.

Requirements

• Deep, demonstrated expertise in §6418 tax credit transferability.
• Strong leadership, business development, and staff-development skills.
• Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English.
• Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.

Plante Moran

Plante Moran is an employer hiring in India (sector: Audit / Consulting / Advisory).

Its finance, accounts, audit and tax openings in India are mostly in Southfield, Chicago Riverside Plaza, Denver Tech Center and Wakefield.

• Industry: Audit / Consulting / Advisory