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M&A Tax Services - Manager jobs in United States
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CFGI · 6 days ago

M&A Tax Services - Manager

positionUnited States
timeFull-time
remoteRemote
seniorityLead/Staff
date5+ years exp
CFGI is a dynamic and fast-growing financial consulting firm, serving as the trusted partner to CFOs and their organizations. The Manager will lead tax advisory engagements supporting mergers, acquisitions, and strategic transactions while overseeing engagement delivery and mentoring junior staff.
AccountingConsultingFinanceFinancial Services
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Work & Life Balance

Responsibilities

Lead tax due diligence engagements for mergers, acquisitions, divestitures, and other strategic transactions
Review financial statements, tax returns, and other financial information to identify potential tax exposures and transaction risks
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
Mentor Consultants by providing technical guidance, coaching, and performance feedback
Participate in proposal development, client relationship management, recruiting, and business development initiatives

Qualification

Corporate taxM&A taxTransaction taxTax due diligenceTransaction advisoryTax planningCorporate restructuringU.S. federal tax principlesState and local tax principlesIRC Section 382 analysesTax memoranda preparationTax researchTax compliance softwareFinancial modelingClient relationship management

Required

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

Preferred

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

Benefits

Remote work model

Company

CFGI

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CFGI is a corporate finance and financial consulting firm that specializes in complex accounting, reporting, tax, and compliance issues.
dateFounded in 2000
location
Boston, Massachusetts, USA
people-size501-1000 employees
web-link
http://www.cfgi.com/

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
The Carlyle Group
2021-09-15Acquired
2018-03-01Private Equity

Leadership Team

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Nicholas Nardone
Co-CEO
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Steven M Michienzi
Chief Financial Officer
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Recent News

PR Newswire
CFGI Appoints Radhika Ray as Chief Operating Officer
2026-03-19
The Register
'Technical debt' in police database built to respond to child murders causing a 'failing service'
2025-09-22
Research and Markets
Financial Accounting Advisory Services Market Forecast Report to 2034: A $129.58 Billion Market by 2029
2025-09-02
Company data provided by crunchbase