Transaction Specialist - Finance and Tax

Job Info

Title: Transaction Specialist - Finance and Tax
Job Status: Full-time, regular
Reports to: Senior Business Development Manager - Lisa Raffin

Location: 3:2 hybrid schedule; 3 days in Boston office, 2 days remote (after initial 3-month in-office only training period)
Schedule: Monday-Friday, 9-5 PM, w/1-hour for lunch; occasional evenings and weekends

Target Start Date: September 14, 2026

Job Summary

Ready to own the details that make complex solar deals close smoothly? As the Transaction Specialist at Resonant Energy, you'll manage the consent, tax credit, and data processes that enable our clients to get their projects built.

What You'll Do:
You'll independently manage the investor and lender consent process across all active projects, tracking deadlines and building relationships with external parties to keep approvals moving. You'll lead client-facing support for ITC adders, Direct Pay, and ITC transfer applications, maintaining accurate tracking systems from submission through approval. You'll also own the integrity of Salesforce data across the sales and partnerships teams, catching errors, preparing monthly pipeline reports, and identifying improvements to what gets tracked and how.

You'll Thrive If You:

• Enjoy managing multiple detailed processes at once without losing accuracy or missing deadlines
• Have a working knowledge of tax equity structures, finance, or contracting, or are eager to build that expertise quickly
• Take initiative to spot inefficiencies in a process and fix them rather than just working around them
• Are skilled at building relationships with clients, investors and lenders
• Care about data accuracy and catch inconsistencies before they become bigger problems

Your Responsibilities

Investor & Lender Consent Management

• Independently manage the investor and lender consent process across all active projects, including document generation, deadline tracking, and relationship management with external parties
• Build relationships with investors and lenders to support efficient consent approvals
• Identify and implement process improvements that reduce time and friction in the consent approval process

ITC Adder & Direct Pay Management

• Lead client-facing support for applying for ITC adders, Direct Pay, and ITC transfer
• Maintain internal tracking systems for client data, application submissions, and approval status
• Implement process improvements that increase efficiency and accuracy in tax credit application and management

Salesforce Data Management

• Review partnerships and sales team Salesforce data for errors and inconsistencies; coordinate resolution with relevant team members
• Prepare monthly reports on sales team pipeline progress by market segment, financing type, and other key factors
• Ensure dashboards tracking sales team progress are accurate and visible
• Identify improvements to what information is tracked and how, and coordinate implementation with the database team

Your Qualifications

Alignment with our Principles

• Community: We support communities in leading their own clean energy transition and advocate for equitable solar policy.
• Equity: We build wealth in under-invested communities affected by the climate crisis and commit to anti-racist practices.
• Excellence: We do the right things, in the right way and prioritize social and environmental impact alongside economic goals in everything we do.
• Innovation: We implement creative solutions to expand solar access because the industry isn't moving fast enough.
• Integrity: We're trusted partners who communicate transparently and view profit as a means to expand our impact.
• Culture: We balance mission urgency with work-life balance, support, fun and investing in our team's growth.

Education, Experience & Credentials

• Bachelor's degree or equivalent professional experience
• 3+ years of experience working with financiers & lenders, working in commercial real estate development transactions, or working in corporate/business law, contracting or lending
• Preferred:
  
  • Familiarity with tax equity structures
  • Familiarity with ITC regulations
  • Familiarity with the commercial solar industry
  • Familiarity with securing corporate tax credits or incentives

Ability to Demonstrate our Standards of Excellence

• Ownership: You can trust us to deliver—we take initiative, keep others informed, and demonstrate personal responsibility for outcomes and quality of work.
• Collaboration: You can connect and work well with us—we address issues that hinder teamwork directly, navigate disagreements with care, and openly contribute our ideas while building awareness of our blind spots.
• Adaptability/Resilience: You can count on us when things don't go as planned—we stay composed, adapt quickly, and find solutions instead of getting stuck or overwhelmed.
• Operational Excellence: You can rely on our work to be holistic and thorough—we deliver accurate results, anticipate how our work affects others, and actively improve processes along the way.
• Growth: You can learn and grow with us—we approach challenges with curiosity, exchange feedback constructively, help identify development opportunities, and value effort and collaboration alongside results.

Core Role Competencies

• Planning and Results Orientation: Manages multiple concurrent consent and application processes with detailed tracking, accurate documentation, and consistent on-time delivery
• Overarching Sales Delivery: Supports the sales team's ability to execute by maintaining data integrity, generating timely reports, and ensuring compliance processes run smoothly
• Problem Solving and Decision Making: Identifies root causes of delays or errors in consent and application processes and develops practical solutions
• Relationship Building: Builds productive working relationships with investors, lenders, and internal team members that support efficient process execution
• Digital Literacy: Leverages Salesforce and other tools to maintain data accuracy, surface pipeline insights, and drive process improvements
• Organizational Awareness: Understands how the consent, tax credit, and data management processes connect to overall project delivery and company financial outcomes
• Attention to Detail: Manages consent, tax credit, and Salesforce data processes with a high degree of precision—catching errors and inconsistencies before they create compliance gaps or project delays

Computing, Software and Language Skills

• Salesforce
• Google Workspace proficiency
• MacOS / MacBook
• Native or fluent English

Working Environment & Conditions

Work Environment

• This role primarily works in a standard, temperature controlled office environment on the second floor of a building with an elevator
• Constant sitting or standing; standing desks are provided
• Constant computer use
• No exposure to hazards
• No exposure to adverse conditions

Compensation & Benefits Package

Compensation

• Total Compensation: $63,000 - $94,500
  • Base Salary: $63,000 - $82,000
  • Performance Bonus: Up to $12,500 annually

Comprehensive Health & Wellness

• Healthcare: 100% premium coverage for you and your children, 33% coverage for your spouse
• Dental: 100% premium coverage for you
• Vision: Affordable premium w/exam, glasses, and contacts allowances
• Mental Health Support: $100 monthly reimbursement for mental health services
• Health and Dependent Care FSA: Save money on pre-tax deductions for necessary expenses
• Retirement: 401k with automatic 3% employer contribution to help build your financial future

Generous Time Off

• Vacation: 13 days annually
• Sick Leave: 8 days annually
• Holidays: 13 annually
• Parental Leave: Up to 12 weeks fully paid time to bond
• Community Impact: 8 hours for volunteering, GOTV, and protest
• Voting Leave: 3 hours off to do your civic duty
• Other time as necessary, e.g. Jury duty, bereavement, etc.

Growth & Development

• Professional Development Budget: $500/year
• Community Building: Quarterly company-wide events for fun and giving back

Commuter & Lifestyle Benefits

• Commuter Support Options:
• Monthly T-pass
• Commuter Rail reimbursement
• Bike allowance for eco-friendly commuting
• Schedule Flexibility: Option for 8am-4pm schedule to fit your life
• Remote Work: 6 weeks of fully remote work flexibility annually
• Friday Hard Stop: End work at 4pm to socialize with your colleagues

Employee Ownership Opportunity

Become a true partner in our mission - Eligible to apply after 3 years:

• Profit Sharing
• Unlimited PTO - trust-based time off
• Democratic Voice - voting to elect delegates to join founders in making key company decisions

Join a company that invests in your success, respects your whole life, and offers you the chance to become an owner in meaningful work.

EEO Statement

Resonant Energy is committed to the principles of equal employment; we uphold all federal, state, and local laws providing equal employment opportunities, as well as raise the bar to ensure equal employment opportunity for individuals that the law does not protect. All applicants will be considered without regard to race, color, ancestry, national origin, religion, sex, gender identity, gender expression, sexual orientation, pregnancy or pregnancy condition, reproductive health decision-making, age, disability, medical condition, genetic information, marital status, military or veteran status.

Apply Today!

Applicants must be authorized to work for any employer in the U.S. now and in the future. At this time, we are unable to sponsor, take over sponsorship or consider future sponsorship needs for an employment Visa.

If you need assistance in submitting your application to accommodate a disability, please contact Leah Blaxter, Director of People Operations at (508) 433-0117.