What are the responsibilities and job description for the Tax Director, Partnerships and Tax Equity position at Palmetto?
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 Charlotte, NC.
Summary of Role
As a key member of the Finance Team, the Tax Director, Partnerships and Tax Equity, will report to the Chief Accounting officer and will have oversight of all partnership and tax equity related functions of the Company. This position will be a key strategic role in the overall management of the accounting organization, partnering with our corporate tax and cross-functional teams to help drive operational and tax efficiency.
Strategic & Tactical
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.
For more about our Privacy Policy, visit: https://palmetto.com/privacy-policy
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 Charlotte, NC.
Summary of Role
As a key member of the Finance Team, the Tax Director, Partnerships and Tax Equity, will report to the Chief Accounting officer and will have oversight of all partnership and tax equity related functions of the Company. This position will be a key strategic role in the overall management of the accounting organization, partnering with our corporate tax and cross-functional teams to help drive operational and tax efficiency.
Strategic & Tactical
- Oversee the completion of partnership federal and state income tax returns, ensuring accuracy, timeliness, and compliance with all relevant regulations.
- Establish and maintain the cash tax forecast model incorporating inputs from expected partnership distributions
- Provide strategic guidance and oversight for tax planning initiatives.
- Serve as the primary liaison with external partnership tax advisors and tax authorities
- Provide ad hoc reporting and guidance upon the request of tax equity partners
- Establish and maintain robust internal controls over accounting and reporting for income taxes to ensure compliance and mitigate financial risks.
- Oversee and provide guidance related to tax credit registrations and transfers
- Stay informed about legislative changes in tax law and assess their impact on the company's tax positions and tax accounting implications.
- Review partnership and joint venture tax-related general ledger account reconciliations
- Review periodic hypothetical liquidation at book value (HLBV) calculations for tax equity funds
- As needed, preparation and review of tax equity fund annual workpapers and tax return filings
- Collaborate effectively with cross-functional teams and senior management to achieve company objectives and drive a culture of compliance and excellence.
- Ad-hoc/special projects as assigned
- Bachelor's Degree in Accounting
- CPA certification with previous experience at a Big 4 accounting firm strongly preferred.
- Minimum of 10 years of tax experience
- Solid understanding of partnership tax concepts
- Renewal energy Investment Tax Credit experience a plus
- Tax equity investor experience a plus
- Strong analytical skills with attention to detail and accuracy in tax reporting and compliance.
- Demonstrated leadership abilities with a hands-on approach to problem-solving and decision-making.
- Excellent communication and interpersonal skills, with the ability to effectively collaborate in a team-based environment.
- Excellent team player
- Available for occasional travel
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.
For more about our Privacy Policy, visit: https://palmetto.com/privacy-policy