Managing Director, Capital Advisors - Tax Equity Advisors

Company: bdo consulting
Location: Schiller Park
Posted on: February 17, 2026

Job Description:

A Managing Director, BDO Capital Advisors advises clients through tax equity, tax credit, and other similar project finance transactions for renewable energy, infrastructure, housing, community development, or historic preservation sectors. This role is responsible for driving business development through networking, with the goal of converting prospects to clients. The Managing Director oversees and executes transactions to ensure all deliverables are met appropriately and in a timely manner. Additionally, the Managing Director oversees the workload of the execution team and will act as a mentor for the staff. The person in this role must have an entrepreneurial and metrics driven mindset, focusing on the various goals of the department thereby delivering measurable revenue results. Job Duties: Originates, structures, and executes tax credit transfers, tax equities and other similar project finance advisory engagements, managing financial, tax, and business due diligence assistance for companies and/or investors Engages in business development activities by marketing services to both external clients and internal partners, developing client networks, and supporting efforts in developing and executing sales and marketing strategies Networks with prospects to build revenue producing relationships Analyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions Collaborates with external legal, tax, and advisory professionals to ensure deal execution Reviews transaction documents, providing insights to clients for negotiations Identifies pre- and post-close business opportunities and enhances go-to market strategies Commits to satisfying internal and external customers Other duties as assigned Supervisory Responsibilities: Manages efforts of the team providing guidance with an apprenticeship approach Directs due diligence meetings, and drafts and reviews tailored due diligence reports specific to key issues Manages and coordinates the approach of clients throughout the entire transaction process Acts as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, managing the closing process, and providing real time feedback and guidance to client and diligence providers for timely and efficient product delivery Leads the day-to-day execution of transactions, including due diligence, data room review, and the commercial negotiation of contracts and other agreements Qualifications, Knowledge, Skills, and Abilities: Education: Bachelor’s Degree in Accounting, Finance, or Economics, required MBA degree, preferred Experience: Ten (10) or more years of experience in tax equity, project finance, or a similar capital advisory role required Experience successfully managing and leading a team of VPs, associates and/or analysts both in person and remotely, required License/Certifications: FINRA Series 79 license, or in active pursuance of licensure, required Software: Proficient in the use of Microsoft Office Suite, required Language: N/A Other Knowledge, Skills, & Abilities: Strong business acumen, with analytical and problem-solving skills, as well as the ability to understand how business model decisions impact performance Experience reviewing tax equity and other project finance models Comfort with ambiguity and fluid client situations Strong time management skills with the ability to multi-task and prioritize projects to meet simultaneous, multiple deadlines in a fast-paced environment Advanced analytical and modeling skills with attention to detail Excellent written and verbal communication with a polished/professional demeanor Must be a team player with the ability to work cohesively with colleagues and clients Self-motivated and work well under pressure with pro-active follow-up skills Ability to travel for client meetings/events during regular work hours, evenings, and/or weekends Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. National Range: $250,000 - $300,000 Maryland Range: $250,000 - $300,000 NYC/Long Island/Westchester Range: $250,000 - $300,000 About Us Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on: Welcoming diverse perspectives and understanding the experience of our professionals and clients Empowering team members to explore their full potential Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities Celebrating ingenuity and innovation to transform our business and help our clients transform theirs Focus on resilience and sustainability to positively impact our people, clients, and communities BDO Total Rewards that encompass so much more than traditional “benefits.” *Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets

Keywords: bdo consulting, Berwyn , Managing Director, Capital Advisors - Tax Equity Advisors, Accounting, Auditing , Schiller Park, Illinois