Cfgi
M&A Tax Services - Manager
United States · Principal
Sponsorship not specifiedDetected 1470 days ago
LLMsComplianceBusiness DevelopmentFinancial ModelingFinancial AnalysisAccountingM&ATaxResearchCommunicationProblem SolvingMentoringAdaptabilityOrganizational SkillsFinancial Reporting
About the role
- We help clients tackle complex challenges across accounting, financial reporting, transactions, regulatory compliance, and digital transformation.
- We blend deep technical expertise with a hands-on, entrepreneurial approach to help the world's leading companies move forward with confidence.
Responsibilities
- Managers oversee day-to-day engagement delivery, mentor Consultants, collaborate with senior client stakeholders, and serve as trusted advisors in delivering tax due diligence, transaction structuring, and post-transaction advisory services.
- Lead tax due diligence engagements for mergers, acquisitions, divestitures, and other strategic transactions.
- Lead discussions with buyers, sellers, clients, and external advisors to assess transaction structures and identify tax risks.
- Advise clients on transaction structuring, tax planning, and alternative transaction structures to optimize tax outcomes.
- Lead post-transaction integration activities, including voluntary disclosure agreements, tax compliance considerations, and remediation planning.
- Perform and review IRC Section 382 ownership change and limitation analyses, including NUBIG analyses where applicable.
- Develop and review client-ready due diligence reports, tax memoranda, technical analyses, and presentation materials.
Requirements
- 5+ years of experience in corporate tax, M&A tax, transaction tax, public accounting, and/or corporate tax consulting.
- Experience leading tax due diligence, transaction advisory, tax planning, corporate restructuring, and/or M&A tax engagements.
- Experience applying U.S. federal and/or state and local tax principles related to mergers, acquisitions, corporate transactions, and restructuring.
Nice to have
- CPA license, JD, LLM, MST, or other relevant professional credential.
- Bachelor's degree in Accounting, Finance, Taxation, Business, or a related field.
- Experience supporting private letter rulings (PLRs), IRS technical advice requests, or tax controversy matters.
- Experience with tax research platforms, tax compliance software, financial modeling tools, or transaction data room technologies.
- Who thrives here:
- Strong analytical and structured problem-solving abilities.
- Entrepreneurial, self-motivated, adaptable, ethical, and dependable.
Benefits
- CFGI, founded in 2000, is a dynamic and fast-growing financial consulting firm, serving as the trusted partner to CFOs and their organizations.
Company info
- We are actively expanding our M&A Tax Services practice and seeking experienced professionals ready to deliver measurable impact for private equity firms, strategic buyers, and growing businesses navigating complex transactions.
- We are seeking a results-driven Manager to lead tax advisory engagements supporting mergers, acquisitions, divestitures, and strategic transactions.
This listing is sourced directly from Cfgi's careers page and normalized into a canonical job model.