Full-Time
State and Local
Manager
Confirmed live in the last 24 hours
CFGI
501-1,000 employees
Financial consulting and interim management services
Senior, Expert
Remote in USA
- In-depth knowledge of corporate state income tax, indirect taxes, and state compliance.
- Proven record of direct and indirect tax experience.
- Strong people and project management skills.
- Knowledge of the evaluation process and enhancement of client’s Indirect tax processes and/or systems.
- Deep knowledge of state and local tax sales and use tax laws and regulations.
- Experience with planning, restructuring, audit defense, reverse audits, and controversy work.
- Experience with Sales Tax software applications such as Avalara and Vertex.
- Ability to conduct tax research related to consolidated/unitary filing requirements, apportionment methodologies, and various multi-state issues.
- Ability to multi-task and work under deadlines.
- Excellent communication skills (oral/written) and interpersonal skills.
- Demonstrated ability to be accountable for independently completing assignments.
- Five plus years of broad based, relevant public accounting/or corporate tax experience.
- Experience in Big-4 public accounting firms is required.
- Bachelor’s degree in accounting or a related field; master’s in taxation/or CPA/JD preferred.
- Willingness to travel to local client sites as needed.
- Review stand-alone and consolidated state “C-Corp” income tax returns prepared by tax managers and other tax staff.
- Assist with planning and other special projects.
- Establish relationships with internal and external tax personnel; support other CFGI team members and possess a strong interest in developing and mentoring junior team members.
CFGI provides specialized financial consulting services to assist companies with both routine and complex business challenges. The firm acts as an extension of a company's finance team, offering support in various roles such as technical accounting advisor, M&A support, and interim management for positions like Controller or CFO. CFGI's services include technical consulting, corporate tax assistance, private equity services, valuation, and robotic process automation (RPA). What sets CFGI apart from its competitors is its ability to integrate seamlessly with internal teams, providing tailored support that meets the specific needs of each client. The goal of CFGI is to enhance the financial operations of businesses, ensuring they navigate challenges effectively and achieve their strategic objectives.
Company Stage
Private
Total Funding
N/A
Headquarters
Boston, Massachusetts
Founded
2000
Simplify's Take
What believers are saying
- The backing of major investors like CVC and Carlyle provides CFGI with substantial financial resources for growth and innovation.
- Partnerships with companies like SecurityScorecard enable CFGI to offer advanced cybersecurity evaluations, adding value to their service portfolio.
- The firm's diverse service offerings, from technical consulting to private equity services, provide employees with varied career development opportunities.
What critics are saying
- The competitive landscape in financial consulting is intense, requiring CFGI to continuously innovate to maintain its edge.
- Integration challenges from acquisitions, such as PAS Financial Advisory AG, could disrupt operations and affect service quality.
What makes CFGI unique
- CFGI's ability to serve as an extension of a company's finance team, offering roles from technical advisor to interim CFO, sets it apart from traditional consulting firms.
- Their expertise in niche areas like Robotic Process Automation (RPA) and valuation provides specialized services that many competitors lack.
- The recent acquisition of PAS Financial Advisory AG enhances CFGI's global reach and strengthens its position in the European market.