· Preparation/review of federal and state tax compliance for private equity, venture capital, fund of fund entities, and closely held companies.
· Prepare/review partnership income tax returns and K-1’s using tax return software.
· Support client tax department through various roles, such as being an outsourced tax manager or tax analyst and potentially work on site for the project duration.
· Assist clients with project management and implementation of new accounting and tax technology and process improvements.
· Assist clients with tax restructuring.
· Assist with planning and other special projects.
· Work directly with clients on-site as part of an overall tax team.
· Establish relationships with internal tax leaders.
· Have experience and a continued interest in developing/mentoring junior team members.
Skills/Competencies
· Detail oriented; strong research and analytical skills.
· Excellent organizational skills, ability to multi-task and work under deadlines.
· Excellent communication skills (oral/written), interpersonal skills, and project management skills.
· Demonstrated ability to be accountable for independently completing assignments.
· Experienced with Microsoft Excel and corporate tax return preparation software, including GoSystems/OneSource.
· Capable of collaborating and communicating with people of different technical backgrounds and roles.
· Must be self-confident, a self-starter and willing to work in a flexible and dynamic work environment.
Education/Experience Requirements:
· Minimum of 3+ years overall experience in corporate and/or Big-4 public accounting.
· Bachelor’s Degree in Accounting or a related field; Master’s in Taxation/ CPA preferred.
Top Skills
What We Do
CFGI is a unique and highly specialized financial consulting firm that is strategically positioned to help companies through a range of routine and complex business scenarios. As an extension of your corporate finance team, CFGI works alongside your internal staff, serving in a variety of roles – from technical accounting advisor to M&A support to Controller or CFO – and delivering seamless support services. Our key areas of expertise include:
» Technical Consulting
» Interim Management
» Corporate Tax
» Private Equity Services
» Valuation
» Robotic Process Automation (RPA)