The M&A Tax Manager oversees tax obligations in M&A transactions, including due diligence, structuring, and post-deal integration, while communicating with clients and advising on tax-related matters.
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.
CFGI Boston, Massachusetts, USA Office
One Lincoln Street, 13th Floor, Boston, MA, United States, 02111
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