M&A Tax Services - Manager

About the role

M&A Tax Services

Manager

Cfgi, founded in 2000, operates as a financial consulting firm partnered with CFOs and their organizations. We help clients address challenges in accounting, financial reporting, transactions, regulatory compliance, and digital transformation. Our approach combines technical expertise with an entrepreneurial mindset. We support leading companies as they advance their priorities. The firm is currently expanding its M&A Tax Services practice and seeking professionals capable of delivering measurable impact for private equity firms, strategic buyers, and growing businesses involved in complex transactions.

We are seeking a results-driven Manager to lead tax advisory engagements that support mergers, acquisitions, divestitures, and strategic transactions. The role involves overseeing daily engagement delivery, mentoring Consultants, collaborating with senior client stakeholders, and acting as a trusted advisor. Responsibilities include delivering tax due diligence, transaction structuring, and post-transaction advisory services.

What you might expect

You will lead tax due diligence engagements for mergers, acquisitions, divestitures, and other strategic transactions.

You will review financial statements, tax returns, and related financial information to identify potential tax exposures and transaction risks.

You will lead discussions with buyers, sellers, clients, and external advisors to assess transaction structures and identify tax risks.

You will advise clients on transaction structuring, tax planning, and alternative transaction structures to optimize tax outcomes.

You will lead post-transaction integration activities, including voluntary disclosure agreements, tax compliance considerations, and remediation planning.

You will perform and review IRC Section 382 ownership change and limitation analyses, including NUBIG analyses where applicable.

You will develop and review client-ready due diligence reports, tax memoranda, technical analyses, and presentation materials.

You will mentor Consultants by providing technical guidance, coaching, and performance feedback.

You will participate in proposal development, client relationship management, recruiting, and business development initiatives.

What you must have

You must have 5+ years of experience in corporate tax, M&A tax, transaction tax, public accounting, and/or corporate tax consulting.

You must have experience leading tax due diligence, transaction advisory, tax planning, corporate restructuring, and/or M&A tax engagements.

You must have experience applying U.S. federal and/or state and local tax principles related to mergers, acquisitions, corporate transactions, and restructuring.

What sets you apart

You have experience leading tax due diligence engagements for private equity, strategic acquisitions, divestitures, or corporate restructuring transactions.

You have experience advising clients on transaction structuring, tax-efficient reorganizations, IRC Section 382 analyses, and post-transaction integration planning.

You have experience applying U.S. federal income tax rules related to corporations, partnerships, S corporations, reorganizations, and complex transaction structures.

You have experience researching technical tax issues, preparing tax memoranda, and interpreting evolving tax legislation and regulatory guidance.

You have experience collaborating directly with private equity firms, investment bankers, attorneys, corporate development teams, and other transaction advisors.

You have experience leading project teams, mentoring junior professionals, and contributing to proposal development, business development, or practice initiatives.

Nice to have

A CPA license, JD, LLM, MST, or other relevant professional credential.

A 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

You demonstrate excellent interpersonal, written, and verbal communication skills with the ability to build relationships across client and engagement teams.

You are proactive in identifying client needs and developing trusted client relationships.

You are highly organized with the ability to manage multiple workstreams and competing priorities.

You possess strong analytical and structured problem-solving abilities.

You are entrepreneurial, self-motivated, adaptable, ethical, and dependable.

You maintain high energy with a commitment to delivering exceptional client service while mentoring and developing junior team members.

Compensation details are provided for reference purposes. Exact pay is determined by experience, location, and other factors.

Cfgi is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Please What you'll do

• Meet the bar Practical notes