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Tax credit risk policy
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-01-01
Listing for:
Olson Capital Investments
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Compliance -
Accounting
Financial Compliance
Job Description & How to Apply Below
Job Overview
We are seeking an insurance broker who can provide a $20 million tax credit risk insurance policy to support a $40 million bridge financing for a credit transaction. The credits will be sold back to the state Treasury at 90 cents, but we need capital now to fund the transactions while the credits are pending. We will have legal opinions and CPA studies supporting qualification.
We’re exploring whether tax credit insurance covering decree denial/credit disallowance risk could make this deal bankable for lenders.
- Provide a $20 million tax credit risk insurance policy.
- Assist in structuring a $40 million bridge financing for the credit transaction.
- Coordinate legal opinions and CPA studies that support qualification.
- Explore feasibility of tax credit insurance covering decree denial/credit disallowance risk to make the deal bankable for lenders.
Entry level
Employment typeFull-time
Job functionAccounting/Auditing and Finance
IndustriesInvestment Management
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