---
title: 'SALT Tax Services - Consultant at CFGI'
canonical: 'https://feeny.ai/job/salt-tax-services-consultant-cfgi-united-states-qrfbwersftvk'
type: 'job'
last_seen: '2026-09-09'
---

# SALT Tax Services - Consultant at CFGI

- **Company:** CFGI
- **Location:** United States
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2021-01-12
- **Last confirmed live:** 2026-09-09
- **Apply:** https://jobs.lever.co/cfgi/1f71a1c7-c2c9-4751-8838-a96d1c8c686a

## Job description

SALT Tax Services - Consultant

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 State & Local Tax (SALT) Services practice and seeking early-career professionals with a passion for helping clients navigate complex state and local tax matters.

We are seeking a motivated and detail-oriented Consultant to support SALT advisory engagements for clients across a variety of industries. Consultants work closely with Managers, Senior Managers, Directors, clients, and external advisors to deliver high-quality state income tax, indirect tax, sales and use tax, and multistate tax advisory services while building meaningful client relationships.

What you might expect: Support state and local tax engagements involving corporate income tax, sales and use tax, indirect tax, multistate tax compliance, and tax advisory services. Assist clients with state income tax compliance, tax planning, tax research, and multistate tax reporting requirements. Research and analyze state and local tax laws, regulations, apportionment methodologies, nexus considerations, and filing requirements. Assist with sales and use tax reviews, indirect tax assessments, audit support, controversy matters, and tax process improvement initiatives. Develop client-ready analyses, technical memoranda, tax research, and presentation materials. Support process improvement initiatives and technology implementations related to SALT compliance and indirect tax processes. Collaborate with CFGI professionals, client management, and external advisors to deliver high-quality client service.

What you must have: 2-5 years of experience in state and local tax, corporate tax, public accounting, and/or corporate tax consulting, including exposure to SALT engagements. Minimum of 2 years of experience at a Big 4 firm (Deloitte, EY, KPMG, or PwC). Experience supporting state income tax, sales and use tax, indirect tax, or multistate tax compliance and advisory engagements.

What sets you apart: Experience applying state income tax, sales and use tax, indirect tax, and multistate tax regulations. Experience conducting tax research related to nexus, apportionment, unitary filing requirements, and other multistate tax issues. Experience supporting tax planning, restructuring, audit defense, reverse audits, or tax controversy engagements. Experience with indirect tax technologies such as Avalara, Vertex, or similar tax automation platforms. Experience supporting process improvement initiatives or tax technology implementations within a corporate or consulting environment.

Nice to have: CPA license, JD, MST, or active progress toward a relevant professional credential. Bachelor’s degree in Accounting, Finance, Taxation, Business, or a related field. Experience with tax research platforms, tax compliance software, or data analytics tools. Experience supporting clients across multiple industries and jurisdictions.

Who thrives here: Excellent interpersonal, written, and verbal communication skills with the ability to collaborate across client and engagement teams. Strong analytical and structured problem-solving abilities. Highly organized with the ability to manage multiple priorities and meet deadlines. Entrepreneurial, self-motivated, adaptable, ethical, and dependable. High energy with a commitment to delivering exceptional client service.

## 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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