Full-Time
C-Corp Compliance and Provision
Managing Director
Posted on 4/25/2024
Provides financial consulting and business transformation solutions
Consulting
Financial Services
Senior
United States
Required Skills
Communications
Requirements
- Bachelor’s degree in accounting or a related business field; CPA and/or MBA or Master’s in Tax is preferred.
- A minimum of twelve years of related tax experience is preferred.
- Tax and GAAP accounting required.
- Comprehensive tax consulting experience and demonstrated expertise in taxation and knowledge of federal and state tax laws and regulation.
- Excellent analytical, supervisory, organizational, written, and verbal communication skills necessary.
- Candidate must demonstrate integrity and accountability; always remaining flexible, adaptive, and willing to accept coaching; building and managing professionally healthy relationships; and continually developing awareness of business-related topics.
Responsibilities
- Reconcile deferred tax assets/liabilities for clients.
- Follow up on state tax questions and audits, engaging other tax departments and SMEs as needed.
- Review and sign complex federal and state tax returns for clients as a paid preparer.
- Monitor state and federal tax laws for compliance or opportunities for clients.
- Manage and build a team of professionals.
- Manage and retain multiple client relationships/engagements.
- Develop overall engagement budgets.
- Meet chargeable hour goals.
- Billing and realization on assigned clients.
- Lead in practice development activities.
- Present information and respond to questions from clients and team members.
- Develop and mentor junior team members.
- Travel as required by the business.
- Build effective long-term relationships with clients.
- Understand what it means to 'run your own business' as part of the team.
CFGI specializes in financial consulting services, offering accounting advisory, risk management, cybersecurity, and valuation, with a focus on robotic process automation for finance and accounting operations. The company also provides business transformation solutions.
Company Stage
Private
Total Funding
N/A
Headquarters
Boston, Massachusetts
Founded
2000
Growth & Insights
Headcount