The Role
Manage partnership tax models, including income allocations, distribution waterfalls, ownership structures, and 704(b) capital accounts. Review partnership agreements and transaction documents, assess tax implications of investments and restructurings, coordinate with external tax advisors, resolve modeling issues, and support tax compliance, reporting, and forecasting. The role requires translating complex tax concepts for internal stakeholders and working primarily onsite in Annapolis, Maryland.
Summary Generated by Built In
About HASI
HASI is an investor in sustainable infrastructure assets advancing the energy transition. With more than $17 billion in managed assets, our investments are diversified across multiple asset classes, including utility-scale solar, storage, and onshore wind; distributed solar and storage; RNG; and energy efficiency. We combine deep expertise in energy markets and financial structuring with long-standing programmatic client partnerships to deliver superior risk-adjusted returns and measurable environmental benefits. HA Sustainable Infrastructure Capital, Inc. is listed on the New York Stock Exchange (Ticker: HASI). For more information, please visit hasi.com.
POSITION SUMMARY
HASI is seeking a Tax Manager to join our accounting team in Annapolis, MD. This individual will advise internal stakeholders on the tax impacts of closed and prospective transactions, model and analyze 704(b) capital accounts, and support core workstreams across HASI's tax function, including tax compliance, reporting, and forecasting.
This position will report to the Assistant Vice President – Tax & Accounting.
RESPONSIBILITIES
- Prepare and maintain partnership tax models, including allocations of income, gain, loss, deduction, and credit
- Support modeling of complex ownership structures, distribution waterfalls, and other partnership economics
- Review partnership agreements and related transaction documents to ensure tax models appropriately reflect the agreed-upon terms
- Assist in evaluating the tax implications of new investments, restructurings, dispositions, and other transactions
- Coordinate with external tax advisors on model assumptions, calculations, and reporting deliverables
- Investigate and resolve modeling issues, discrepancies, and questions related to partner allocations and capital account balances
- Support core tax department workstreams, such as compliance, reporting, and forecasting
EDUCATION, SKILLS, AND PRIOR WORK EXPERIENCE
- At least 5-7 years of experience in partnership tax at a Big 4 or national public accounting firm, or related roles in renewable energy project finance
- Bachelor's degree in accounting or tax, and CPA designation required
- Strong understanding of partnership taxation regulations (Subchapter K), and experience modeling and maintaining 704(b) capital accounts
- Experience working with complex partnership agreements, distribution waterfalls, and investment structures
- Experience improving or automating tax models and related processes
- Experience with the tax and financial reporting implications of equity method investments structured as partnerships
OTHER COMPETENCIES
- Masters in taxation preferred
- Prior experience in renewable energy project finance preferred
- Advanced Excel skills and strong financial/tax modeling capabilities
- Ability to work independently and manage multiple priorities in a deadline-driven environment
- Ability to translate complex tax mechanics into clear and practical insights for non-tax stakeholders
- Ability to work in a hybrid environment, with the ability to work on-site in Annapolis, MD on a more-often-than-not basis
WORK AUTHORIZATION
HASI is willing to take over sponsorship for existing H1-B visas for exceptional talent. We are unable to provide new H-1B sponsorship at this time.
EEO STATEMENT
The Company maintains a policy of non-discrimination in employment and complies with and supports all Federal, state, and local laws regarding discrimination in employment. Specifically, the Company does not discriminate in employment opportunities or practices against any employee, intern, or applicant on the basis of race, color, gender, sex, sexual orientation, gender identity, religion, ancestry, national origin, age, citizenship status, marital status, pregnancy (including childbirth, lactation, or related medical conditions), mental or physical disability, veteran status, uniformed servicemember status, genetic information (including testing and characteristics), or any other characteristic to the extent prohibited by federal, state, or local law. Decisions regarding staffing, selection, and promotions are made on the basis of individual qualifications related to the requirements of the position. If you need reasonable accommodation for a job opening, please connect with us at [email protected] and describe the specific accommodation requested for a disability-related limitation. Reasonable accommodations are modifications or adjustments to the application or hiring process that would enable you to fully participate in that process.
Skills Required
- At least 5-7 years of experience in partnership tax at a Big Four or national public accounting firm, or related renewable energy project finance experience
- Bachelor's degree in accounting or tax
- CPA designation
- Strong understanding of partnership taxation regulations under Subchapter K
- Experience modeling and maintaining 704(b) capital accounts
- Experience with complex partnership agreements, distribution waterfalls, and investment structures
- Experience improving or automating tax models and related processes
- Experience with tax and financial reporting implications of equity method investments structured as partnerships
- Master's degree in taxation
- Prior experience in renewable energy project finance
- Advanced Excel skills and strong financial and tax modeling capabilities
- Ability to work independently and manage multiple priorities in a deadline-driven environment
- Ability to translate complex tax mechanics into clear, practical insights for non-tax stakeholders
- Ability to work onsite in Annapolis, Maryland on a more-often-than-not basis
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The Company
What We Do
HASI (NYSE: HASI) is a leading climate positive investment firm that actively partners with clients to deploy real assets that facilitate the energy transition. With more than $9 billion in managed assets, our vision is that every investment improves our climate future.
