Application Guide

How to Apply for Associate - Transactions

at Basis Climate

🏢 About Basis Climate

Basis Climate is a mission-driven startup focused on making clean energy tax credit transfers accessible for projects of all sizes. Their innovative platform and team are at the forefront of the rapidly growing tax credit transfer market, offering a unique opportunity to shape the financial infrastructure of the clean energy transition.

About This Role

As an Associate on the Transactions team, you'll manage the end-to-end process of tax credit transfer transactions, from due diligence to closing. Your work will directly enable renewable energy projects to monetize tax credits, accelerating the deployment of clean energy across the US.

💡 A Day in the Life

You'll start your day reviewing transaction data rooms and updating diligence checklists. Mid-morning, you'll coordinate with legal counsel on documentation for an upcoming closing. After lunch, you'll run sensitivity analyses on a client's financial model to assess tax credit pricing, then join a team call to discuss pipeline priorities. You'll end the day by preparing a status report for the VP of Transactions.

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🎯 Who Basis Climate Is Looking For

  • A CPA (current or former) with 3-5 years of experience in clean energy, climate, or financial services, specifically in tax equity or tax credit transactions.
  • An experienced financial modeler who can review, modify, and build complex financial models, with a strong understanding of cost basis and appraisals in the energy industry.
  • Highly organized and detail-oriented, with a track record of managing multiple transactions simultaneously and coordinating legal documentation.
  • Strong interpersonal and communication skills, able to work remotely and collaborate with internal teams, external partners, and clients.

📝 Tips for Applying to Basis Climate

1

Highlight any experience with tax credit transfers, tax equity structures, or IRA Section 45X/48/45Q in your resume and cover letter.

2

Quantify your transaction experience (e.g., 'Managed 10+ tax credit transfer deals totaling $50M+').

3

Showcase your CPA certification prominently, even if inactive, as it's 'highly preferred'.

4

Tailor your financial modeling examples to energy project models (e.g., solar, wind, storage) and mention specific software (e.g., Excel, VBA, Python).

5

Emphasize remote work experience and self-management skills, as the role is fully remote.

✉️ What to Emphasize in Your Cover Letter

['Your passion for clean energy and the specific mission of Basis Climate to democratize tax credit transfers.', 'Your CPA background and how it gives you a deep understanding of tax credits, cost basis, and appraisals relevant to energy projects.', 'Your experience managing transaction workflows, including data rooms, diligence reports, and legal documentation.', "Your ability to review and modify financial models, with concrete examples of models you've built or improved for energy transactions."]

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🔍 Research Before Applying

To stand out, make sure you've researched:

  • → Understand Basis Climate's platform and how it facilitates tax credit transfers for different project sizes.
  • → Read recent news on IRA tax credit transfer guidance from the IRS and Treasury, as it directly impacts the company's work.
  • → Review Basis Climate's team on LinkedIn to understand the backgrounds of current employees and the company culture.
  • → Look into competitors like Crux, LevelTen Energy, or tax credit syndicators to understand Basis Climate's market position.

💬 Prepare for These Interview Topics

Based on this role, you may be asked about:

1 Walk me through a tax credit transfer transaction from start to finish, including key risks and mitigants.
2 How would you review a financial model for a solar project to validate the tax credit eligibility?
3 Describe a time you managed a complex legal documentation process and how you ensured accuracy.
4 What are the key differences between tax credit transfers under the IRA vs. previous structures?
5 How do you prioritize tasks when managing multiple transaction workstreams simultaneously?
Practice Interview Questions →

⚠️ Common Mistakes to Avoid

  • Not having a CPA or not mentioning it clearly, as it's 'highly preferred' and a key differentiator.
  • Focusing on generic finance experience without emphasizing clean energy or tax credit-specific work.
  • Submitting a generic cover letter that doesn't mention Basis Climate's mission or the specifics of tax credit transfers.

📅 Application Timeline

This position is open until filled. However, we recommend applying as soon as possible as roles at mission-driven organizations tend to fill quickly.

Typical hiring timeline:

1

Application Review

1-2 weeks

2

Initial Screening

Phone call or written assessment

3

Interviews

1-2 rounds, usually virtual

✓

Offer

Congratulations!

Ready to Apply?

Good luck with your application to Basis Climate!

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