<h2>Associate, Transactions</h2>Location: Remote (United States)Reports to: Managing Director, Tax CapitalStarting Date: Immediately<h2>About Basis Climate</h2>Basis Climate is a leading clean energy investment platform specializing in the transfer of Investment Tax Credits (ITC), Production Tax Credits (PTC), 45Z clean fuel credits, and advanced manufacturing credits (45X). We facilitate mid-market transactions from $250k-$100m+, combining AI-enabled diligence tools with innovative insurance products developed in partnership with leading global insurers.Our product offerings expanded in 2025 to include placement of preferred equity and holdco debt into distributed generation facilities, in partnership with a leading private equity energy infrastructure investor. This role will lead this strategy and our relationships with key stakeholders.Our mission is to accelerate the energy transition by making capital deployment and tax credit transactions faster, more efficient, and more accessible. We work directly with Fortune 500 tax directors, treasurers, and CFOs to help them unlock value from clean energy investments while achieving their sustainability objectives.<h2>The Opportunity</h2>We are hiring an Associate to join our Transactions team as we continue to scale our platform and expand our deal activity. In this role, you will help manage tax credit transfer transactions for both new and existing customers, supporting deals from diligence through execution.This position is ideal for someone who is highly motivated, organized, and entrepreneurial, and who thrives in a fast-paced, collaborative environment. You will work closely with a small but experienced team and play a meaningful role in building and improving the systems, processes, and workflows that power our transaction platform.<h2>What You'll Do</h2><ul><li>Manage tax credit transfer transactions flowing through the Basis Climate platform, helping move deals efficiently from diligence through closing</li><li>Oversee and maintain transaction data rooms, ensuring documentation is organized, complete, and accessible for internal and external stakeholders</li><li>Prepare diligence reports using our templated frameworks and analytical tools, while helping to refine and improve these processes over time</li><li>Coordinate legal documentation between Basis Climate, our customers, and internal and external counsel</li><li>Manage transaction workflows, keeping internal teams and external partners aligned and ensuring deals progress smoothly</li><li>Support strategic initiatives, including capital markets activities, risk management projects, and market research or analysis</li><li>Help keep deals moving forward, proactively identifying issues, tracking progress, and ensuring key milestones are met</li></ul><h2>Who You Are</h2><ul><li>3–5 years of experience working in a high-growth or dynamic environment, ideally within the clean energy, climate, or financial services sectors</li><li>Experienced financial modeler, with the ability to review and modify client financial models to layer in tax capital scenarios</li><li>CPA (current or former) highly preferred. Experience in cost basis and appraisals in energy industry</li><li>Highly organized and detail-oriented, with the ability to manage multiple priorities and deadlines in a fast-paced environment</li><li>Strong interpersonal skills, with the ability to build trusted relationships with customers and internal stakeholders</li><li>A proactive problem solver who is motivated to deliver excellent customer experiences and drive solutions forward</li><li>Excellent written and verbal communication skills, with the ability to clearly convey complex information</li><li>Comfortable reviewing and interpreting technical documents and legal agreements</li><li>Intellectually curious, willing to ask questions and develop familiarity with relevant tax regulations and structures</li></ul><h2>What We Offer</h2><ul><li>Competitive Compensation – Market-leading base salary with significant performance-based bonus potential on a quarterly-paid commission basis for deals executed</li><li>Growth &amp; Impact – The opportunity to join a fast-growing company transforming how clean energy tax credit transactions are executed, with the ability to make a meaningful impact early</li><li>Equity Participation – Ownership in a high-growth company through an equity stake aligned with the firm’s long-term success</li><li>Comprehensive Healthcare – Medical, dental, and vision coverage</li><li>Flexibility – Flexible vacation policy and remote-work support, including home office stipends</li></ul><h2>Why Basis Climate</h2>The transferable tax credit market is at an inflection point: the market has already facilitated more than $100 billion in clean energy investment, and the rules and transactions continue to be more sophisticated. Meanwhile, corporate taxpayers are increasingly recognizing the strategic value of tax credit purchases, but many lack the expertise and relationships to navigate this emerging market.&nbsp;Basis Climate is capturing this opportunity in ways our competitors are not. Our core focus on standardization, simplification, and risk mitigation are supported by our team’s deep market expertise, AI-powered diligence tools, innovative and proprietary insurance products. All of these factors enable us to serve the mid-market segment that larger competitors often overlook. Faster, agile, and ready to execute.Our team, much like our transaction volume, is growing larger. We are committed to moving fast, executing with precision, and delivering exceptional outcomes for our clients.Join us at this critical moment and help build the infrastructure that will power America's clean energy future.<h2>How to Apply</h2>Interested candidates should submit a resume and brief cover letter outlining relevant experience and interest in the role. We are committed to building a diverse team and encourage applications from candidates of all backgrounds.Basis Climate is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by law.

Basis Climate is on the mission to make clean energy tax credit transfers work for projects of all sizes. In the last two years we have supported deals as large as $100m, but also, (just as) importantly as low as $300k. The team at Basis is building products focused on making transactions simpler, more transparent, and trustworthy. Our goal is to give every business looking to install clean energy the ability to get the most out of clean energy incentives and simplified capital structures.

Associate - Transactions

<h2>Associate, Transactions</h2>Location: Remote (United States)Reports to: Managing Director, Tax CapitalStarting Date: Immediately<h2>About Basis Climate</h2>Basis Climate is a leading clean energy investment platform specializing in the transfer of Investment Tax Credits (ITC), Production Tax Credits (PTC), 45Z clean fuel credits, and advanced manufacturing credits (45X). We facilitate mid-market transactions from $250k-$100m+, combining AI-enabled diligence tools with innovative insurance products developed in partnership with leading global insurers.Our product offerings expanded in 2025 to include placement of preferred equity and holdco debt into distributed generation facilities, in partnership with a leading private equity energy infrastructure investor. This role will lead this strategy and our relationships with key stakeholders.Our mission is to accelerate the energy transition by making capital deployment and tax credit transactions faster, more efficient, and more accessible. We work directly with Fortune 500 tax directors, treasurers, and CFOs to help them unlock value from clean energy investments while achieving their sustainability objectives.<h2>The Opportunity</h2>We are hiring an Associate to join our Transactions team as we continue to scale our platform and expand our deal activity. In this role, you will help manage tax credit transfer transactions for both new and existing customers, supporting deals from diligence through execution.This position is ideal for someone who is highly motivated, organized, and entrepreneurial, and who thrives in a fast-paced, collaborative environment. You will work closely with a small but experienced team and play a meaningful role in building and improving the systems, processes, and workflows that power our transaction platform.<h2>What You'll Do</h2><ul><li>Manage tax credit transfer transactions flowing through the Basis Climate platform, helping move deals efficiently from diligence through closing</li><li>Oversee and maintain transaction data rooms, ensuring documentation is organized, complete, and accessible for internal and external stakeholders</li><li>Prepare diligence reports using our templated frameworks and analytical tools, while helping to refine and improve these processes over time</li><li>Coordinate legal documentation between Basis Climate, our customers, and internal and external counsel</li><li>Manage transaction workflows, keeping internal teams and external partners aligned and ensuring deals progress smoothly</li><li>Support strategic initiatives, including capital markets activities, risk management projects, and market research or analysis</li><li>Help keep deals moving forward, proactively identifying issues, tracking progress, and ensuring key milestones are met</li></ul><h2>Who You Are</h2><ul><li>3–5 years of experience working in a high-growth or dynamic environment, ideally within the clean energy, climate, or financial services sectors</li><li>Experienced financial modeler, with the ability to review and modify client financial models to layer in tax capital scenarios</li><li>CPA (current or former) highly preferred. Experience in cost basis and appraisals in energy industry</li><li>Highly organized and detail-oriented, with the ability to manage multiple priorities and deadlines in a fast-paced environment</li><li>Strong interpersonal skills, with the ability to build trusted relationships with customers and internal stakeholders</li><li>A proactive problem solver who is motivated to deliver excellent customer experiences and drive solutions forward</li><li>Excellent written and verbal communication skills, with the ability to clearly convey complex information</li><li>Comfortable reviewing and interpreting technical documents and legal agreements</li><li>Intellectually curious, willing to ask questions and develop familiarity with relevant tax regulations and structures</li></ul><h2>What We Offer</h2><ul><li>Competitive Compensation – Market-leading base salary with significant performance-based bonus potential on a quarterly-paid commission basis for deals executed</li><li>Growth &amp; Impact – The opportunity to join a fast-growing company transforming how clean energy tax credit transactions are executed, with the ability to make a meaningful impact early</li><li>Equity Participation – Ownership in a high-growth company through an equity stake aligned with the firm’s long-term success</li><li>Comprehensive Healthcare – Medical, dental, and vision coverage</li><li>Flexibility – Flexible vacation policy and remote-work support, including home office stipends</li></ul><h2>Why Basis Climate</h2>The transferable tax credit market is at an inflection point: the market has already facilitated more than $100 billion in clean energy investment, and the rules and transactions continue to be more sophisticated. Meanwhile, corporate taxpayers are increasingly recognizing the strategic value of tax credit purchases, but many lack the expertise and relationships to navigate this emerging market. Basis Climate is capturing this opportunity in ways our competitors are not. Our core focus on standardization, simplification, and risk mitigation are supported by our team’s deep market expertise, AI-powered diligence tools, innovative and proprietary insurance products. All of these factors enable us to serve the mid-market segment that larger competitors often overlook. Faster, agile, and ready to execute.Our team, much like our transaction volume, is growing larger. We are committed to moving fast, executing with precision, and delivering exceptional outcomes for our clients.Join us at this critical moment and help build the infrastructure that will power America's clean energy future.<h2>How to Apply</h2>Interested candidates should submit a resume and brief cover letter outlining relevant experience and interest in the role. We are committed to building a diverse team and encourage applications from candidates of all backgrounds.Basis Climate is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by law.

Associate - Transactions

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Basis Climate

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