---
title: 'M&A Tax Services - Manager at CFGI'
canonical: 'https://feeny.ai/job/m-a-tax-services-manager-cfgi-united-states-4hv2rgdwrhk6'
type: 'job'
last_seen: '2026-09-09'
---

# M&A Tax Services - Manager at CFGI

- **Company:** CFGI
- **Location:** United States
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2022-07-13
- **Last confirmed live:** 2026-09-09
- **Apply:** https://jobs.lever.co/cfgi/6dbab7cc-6b0a-441a-98af-8c168023f79a

## Job description

M&A Tax Services – Manager

CFGI, founded in 2000, is a dynamic and fast-growing financial consulting firm, serving as the trusted partner to CFOs and their organizations. 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. 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. 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.

What you might expect: 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.

What you must have: 5-8 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.

What sets you apart: Experience leading tax due diligence engagements for private equity, strategic acquisitions, divestitures, or corporate restructuring transactions. Experience advising clients on transaction structuring, tax-efficient reorganizations, IRC Section 382 analyses, and post-transaction integration planning. Experience applying U.S. federal income tax rules related to corporations, partnerships, S corporations, reorganizations, and complex transaction structures. Experience researching technical tax issues, preparing tax memoranda, and interpreting evolving tax legislation and regulatory guidance. Experience collaborating directly with private equity firms, investment bankers, attorneys, corporate development teams, and other transaction advisors. Experience leading project teams, mentoring junior professionals, and contributing to proposal development, business development, or practice initiatives.

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: Excellent interpersonal, written, and verbal communication skills with the ability to build relationships across client and engagement teams. Proactive in identifying client needs and developing trusted client relationships. Highly organized with the ability to manage multiple workstreams and competing priorities. Strong analytical and structured problem-solving abilities. Entrepreneurial, self-motivated, adaptable, ethical, and dependable. High energy with a commitment to delivering exceptional client service while mentoring and developing junior team members.

## About CFGI

## Company Overview
- **One-liner**: CFGI is an independent accounting, tax, and advisory firm that supports CFOs by providing former Big Four professionals to execute critical finance initiatives without auditor independence constraints.
- **Entity Type**: Private (backed by The Carlyle Group and CVC Capital Partners)
- **Headquarters**: Boston, Massachusetts, United States
- **Founded**: 2001 (some sources cite 2000)
- **Founders**: Nick Nardone and Shane Caiazzo

## Core Business
- **Primary industry/industries**: Accounting Advisory, Tax, Capital Markets, Risk Advisory, Cybersecurity, ESG, Financial Transformation
- **Target customers**: CFOs and finance teams at public and private companies, private equity sponsors, and portfolio companies (B2B, Enterprise)
- **Mission or purpose statement**: To serve as a full-service resource equipped to efficiently address clients' most crucial accounting, reporting, tax, and compliance challenges, functioning as an extension of the internal team.

## Products & Services
- **Value Creation Execution Office**: Program management, financial value reconciliation, VCP governance, EBITDA bridge modeling, and board reporting for private equity-backed companies.
- **Financial Transformation & Technology**: FP&A design, ERP/EPM implementation, close optimization, finance automation, and post-merger integration.
- **Transactions & Catalyst Events**: IPO readiness, carve-outs, spin-offs, quality of earnings, working capital analysis, sell-side readiness, and purchase accounting.
- **Accounting, Reporting & Compliance**: Technical accounting, audit readiness, tax provisions, SOX compliance, treasury, cybersecurity/vCISO, and ESG reporting.
- **Interim & Managed Services (AI Native)**: AI-native finance managed services powered by PRISM (Close, FP&A, Tax, P2P), interim CFO/CAO/Controller roles, and embedded team scaling.

## Market Standing
- **Valuation**: Not disclosed (acquired by CVC Capital Partners in 2021 for an estimated USD 1.85 billion per LinkedIn)
- **Key Metric**: Annual revenue estimated at $215M (LinkedIn), with 3,000+ active clients and 1,400+ ex-Big Four professionals
- **Notable Investors/Partners**: The Carlyle Group (investment in 2018), CVC Capital Partners (investment in 2022), Pine Hill Group (acquired 2019), PAS Financial Advisory (acquired 2024)
- **Growth Signals**: 30+ global offices across the Americas, Europe, and Asia Pacific; headcount of ~924 employees (+10.5% YoY); expanded to London (2022), Edinburgh, Dublin, and Singapore; completed 10,000+ transactions and 300+ IPOs

## Competitive Advantages
- **Independence from audit constraints**: CFGI is not an audit firm, so it can prepare memos, financial statements, and documentation that auditors cannot, and works directly with audit teams.
- **Senior practitioner model**: Engagements are staffed with senior professionals (ex-Big Four national office backgrounds), not junior teams supervised from a distance.
- **Embedded, not advisory**: Practitioners work alongside management as an extension of the internal team, doing the work rather than just advising.
- **Full-service under one roof**: Covers technical accounting, tax, capital markets, technology, risk, ESG, and operations without siloed handoffs.
- **Institutional backing**: Backed by two of the world’s largest private equity firms (Carlyle and CVC), enabling national and global growth without compromising independence.

## Strategic Focus
- **Global expansion**: Continuing to build out its footprint across the Americas, Europe, and Asia Pacific (30+ offices currently).
- **AI and technology integration**: Embedding AI, automation, and proprietary technology (PRISM platform) into every engagement for faster, sharper delivery.
- **Deepening PE sponsor relationships**: Serving over 500 sponsors and focusing on value creation and transaction advisory for the private equity ecosystem.
- **Scaling the senior practitioner model**: Replicating the grassroots, local-office approach that worked in Boston and New York across new international markets.

## Why Work Here
- **Culture**: Described as a "community-first corporation" where people are the priority internally and externally; employees are empowered to leverage their previous knowledge to craft innovative strategies.
- **Work model**: Practitioners work near clients (side by side), with a "roll-up-the-sleeves" approach. The firm maintains a local presence in 30+ cities, so roles are likely hybrid/office-based near client sites.
- **Career opportunity**: Work on the most complex and interesting accounting and advisory challenges (IPOs, carve-outs, large transactions) alongside the best clients, with direct access to senior leadership.
- **Team composition**: Exclusively former Big Four professionals (1,400+), meaning you join a peer group of high-caliber talent from Deloitte, PwC, EY, and KPMG.
- **Growth trajectory**: Rapid headcount growth (+10.5% YoY), recent international expansion, and backing from top-tier PE firms signal strong momentum and career advancement potential.

## Sources
1. [cfgi.com - About Us](https://www.cfgi.com/about/)
2. [cfgi.com - Homepage](https://www.cfgi.com/)
3. [cfgi.com - Team](https://www.cfgi.com/about-us/team/)
4. [LinkedIn - CFGI](https://www.linkedin.com/company/thecorporatefinancegroup)
5. [Lever - CFGI Careers](https://jobs.lever.co/cfgi)

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