Tax – Compliance Manager

Corporate Finance Group, Inc. (“CFGI”) was founded in 2000 by former Big 4 professionals. CFGI is an established industry leader with the resources to successfully navigate today’s complex accounting, reporting, compliance, and tax landscape. An assemblage of top-flight professionals with in-depth public accounting expertise, CFGI can fulfill a variety of client needs without the restrictions of auditor independence. With a foundation of knowledge amassed while serving a variety of industries, CFGI can guide companies through a wide range of routine and complex business scenarios. The resulting partnership is an innovative resource with the power to address our clients’ most crucial accounting, finance, and operational challenges.

 We provide our clients with a unique combination of integrity, flexibility, creative solutions, and deep tax technical expertise. Many of our clients are global, market leading, publicly held companies, while others are privately held, early stage, or venture-backed emerging businesses. Here at CFGI, we place a high value on a culture of continued learning, where teamwork is encouraged, and professional excellence is rewarded.

 In 2022, CFGI opened its London office (its first outside the US) and achieved fantastic revenue in the first full year of trading, primarily derived from the accounting advisory practice. In January 2023 the UK tax practice was formed and the UK tax partner is looking to quickly assemble a high-quality team of tax professionals to grow the tax business and provide clients with an exceptional and differentiated service.

 Overview of role:

CFGI seeks a highly motivated tax manager to join its UK tax team. This role will provide a fantastic opportunity for an individual who is driven, entrepreneurial and constantly looking to challenge the status quo around the UK tax services industry.  

You will be involved in all aspects of UK corporate tax (reporting, compliance, governance and advisory) and will have direct interaction with both our clients and senior members of the UK tax team in order to deliver these services.

1.     Client service delivery      

a)     Tax reporting:

You will be involved in the delivery of UK tax reporting services to our diverse client base, which includes the following:

·       UK publicly listed companies.

·       US headquartered multinationals (including US listed groups).

·       UK privately owned and private equity backed groups.

The exact scope of tax reporting work for our clients will vary but is likely to include the following:

·       Preparation of UK entity only tax numbers in accordance with IFRS or UK GAAP.

·       Preparation of UK group tax numbers, likely to involve the incorporation of tax numbers for non-UK subsidiaries, GAAP-to GAAP adjustments (e.g. US GAAP to IFRS) and consolidation adjustments.

·       Advising on client’s tax reporting processes.

·       Advising on the tax aspects of GAAP conversion projects.

·       Advising on the tax reporting (and other) aspects of IPO readiness.

b)    UK corporation tax compliance:

 You will be involved in the preparation and submission of UK corporation tax returns for our clients. This will involve you leading the day-to-day interaction with our clients to obtain all the information required to complete and file their returns in a timely manner. Whilst a formalized compliance process is in place, you will have a good degree of autonomy to manage the process in your own way, albeit with a focus on ensuring that our tax compliance offering is high quality, efficient and cost effective for our clients.

 c)     Tax governance

 You will be involved in the delivery of our tax governance proposition to clients, advising on tax strategy, risk management and controls.

 d)    Tax advisory

 You will be involved in tax advisory work likely to include the following:

·       Ad hoc corporate tax advisory work originating from compliance engagements – e.g. loss planning and utilization, tax implications of trade and asset transfers, interest deductibility.

·       Cash tax modelling exercises.

·       Group simplification exercises.

·       Tax due diligence for client transactions.

·       Tax structuring for client transactions.

2.     Business development

As CFGI is looking to rapidly expand in the UK, there will be plenty of opportunity to get involved in business development activities, including the following:

·       Assisting with the origination of tax opportunities on new and existing clients, drafting of proposals and involvement in the sales process (e.g. meetings, pitches, etc.).

·       Teaming with colleagues from other CFGI UK and US service areas (e.g. accounting advisory, business transformation) to identify and propose tax opportunities.

·       Teaming with the CFGI US tax team to support with and identify UK tax opportunities on US clients.

·       Identifying additional revenue streams with our clients.

Skills and Competencies:

Knowledge:

·       Experience of UK tax reporting processes.

·       Knowledge of tax reporting IFRS and UK GAAP; high level understanding of US GAAP desired but not essential.

·       Experience of the UK tax return preparation process, and good technical understanding with common tax adjusting items such as interest deductibility, hybrid mismatches, loss utilization etc.

·       Experience of responding to and managing HMRC tax enquiries.

·       Knowledge / an appreciation of cross-border tax matters would be highly desirable, e.g. transfer pricing, Pillar 2, country by country reporting etc.

Skills:

·       Experienced with using Microsoft Excel and tax software packages.

·       Demonstrated ability to effectively present information and appropriately respond to questions from clients and team members.

·       Excellent organizational skills, ability to multi-task, and work under deadlines.

·       Excellent analytical, supervisory, organizational, and written and verbal communication skills are necessary.

·       Demonstrated ability to be accountable for independently completing assignments.

·       Capable of collaborating and communicating with people of different technical backgrounds and roles.

·       Analytical ability to navigate work-related situations with practicality, sound reasoning, and demonstrating creativity in problem solving.

·       Other key characteristics: the ideal candidate must demonstrate integrity and accountability, always remaining flexible, adaptable, and willing to accept coaching, building and managing professionally healthy relationships, and continually developing awareness of business-related topics.

 Qualifications:

·       Three to five years of corporate tax experience with some/all of this time ideally spent in the Big 4.

·       Professional accounting qualification (e.g. ACA, ACCA) required; additional tax qualification (e.g. CTA) strongly desired

Data & Analytics - Manager

United States

Business Transformation /

Full Time /

Hybrid

OFFERING: 

Strategic Finance and Analytics

LEVEL: 

Manager  

MARKET LOCATION: 

Location Agnostic* 

*Must be open to potential travel per client requirements.   

CFGI is seeking a data driven team member to join the Data and Analytics team in Business Transformation as a Manager. As a member of the team, you will be collaborating with clients by creating, developing, designing, and implementing processes and tools that will change how our clients use their most powerful resource – data. The Data and Analytics team helps clients define data strategies, build automation processes, and develop visualizations + predictive analytics tools to deliver impactful solutions and help our clients achieve business objectives using a data driven approach.

You will be responsible for managing various client projects, communicating business objectives to cross-functional stakeholders and providing input on both business process operations and data analytics tool specifications. You will be expected to work independently yet collaboratively with key stakeholders across a client’s organization to oversee projects and drive transformation. Additional responsibilities include tasks specific to scope development, budget creation and monitoring, as well as development of internal tools and templates to help drive team development.

An effective team member can incorporate a strong CPA/Finance background in building client solutions to address client’s business needs using data analytics tools. The team is tool agnostic in building a customized solution for our clients and uses various tools such as Python or Alteryx for data business process automation and PowerBI or Tableau for dashboarding. Effective communication and organizational skills will be imperative to your success in this role. Requisite working knowledge gained through professional working experience on data analytics projects is foundational to successfully initiate, plan, execute, monitor, control, and close projects. 

Roles and Responsibilities:

·       Hands-on experience translating data and analytics into actionable insights with ability to create reports and present observations to clients in a clear and concise manner.

·       Able to design and execute the transformation and analysis of large structured and unstructured / quantitative and qualitative datasets.

·       Strong problem-solving skills with ability to work independently, owning and driving projects from requirements through execution by implementing various data analytics solutions.

·       Work closely with stakeholders to understand their business needs, developing and maintaining strong internal and client relationships to manage cross-functional projects/initiatives.

·       Manager-level candidates will also have project management experience in cross-functional engagements including accounting/finance, FP&A, modeling, and/or tech implementation.

·       Must be able to effectively communicate complex, technical topics to a novice, non-technical audience with a passion for collaboration, learning new technologies, and client success.

·       Ability to manage individual workflow and task responsibilities.

Skills and Competencies:

·       Alteryx

·       Power Automate

·       PowerBI

·       Tableau

·       Data Architecture

·       Data Modeling / Analytics

·       Strong Excel skills

·       Finance/Accounting background

·       Data Science

·       Data Visualization

·       Solution Architecture

·       Workflow Automation

·       Programming (e.g., SQL, Java, Python, R)

·       RDMS (relational database management systems)

·       Exposure to data platforms (e.g., Snowflake, Databricks)

·       Data Engineering

Qualifications and Capabilities:

We would like individuals to have a balanced breakdown of the following skills:

1) Must have: The candidate should have strong soft skills and general areas of technical competence, as this is the backbone of the candidate’s day to day work in the Business Transformation group here at CFGI.

2) ‘Major’ concentration: At least one technical skill that the user is Certified in and has been using on a consistent basis for 2+ years; Considers themselves near ‘fluent’ or ‘super-user’.

3) ‘Minor’ concentrations:  At least 2+ technical skills that the individual has at the very least.

Must Have (Core Experience):

·       Bachelor’s degree is required; educational backgrounds in quantitative fields like Accounting/Finance, Information Systems, Statistics, and Computer Science is preferred.

·       CPA or other relevant designations are preferred.

·       Analytics background and experience, preferably in a client service environment.

·       Solid communication, teaming, presentation and project management skills.

·       Ability to research and generate ad-hoc solutions to problems.

·       Strong Excel skills – Using formulas (VLOOKUP, SUMIF, IF statements, INDEX/MATCH etc.).

Major/Minor Competencies:

·       ETL Automation: Alteryx.

·       Visualization: Tableau / MSFT PowerBI.

·       Code-Based: Python (R acceptable but not preferred).

·       Data Query: SQL (T-SQL) / (mySQL acceptable but not preferred).

·       Relational Data: Understanding of Database syntax (Table Structure, Joins, Filters).

Tax – Compliance Manager

Corporate Finance Group, Inc. (“CFGI”) was founded in 2000 by former Big 4 professionals. CFGI is an established industry leader with the resources to successfully navigate today’s complex accounting, reporting, compliance, and tax landscape. An assemblage of top-flight professionals with in-depth public accounting expertise, CFGI can fulfill a variety of client needs without the restrictions of auditor independence. With a foundation of knowledge amassed while serving a variety of industries, CFGI can guide companies through a wide range of routine and complex business scenarios. The resulting partnership is an innovative resource with the power to address our clients’ most crucial accounting, finance, and operational challenges.

 We provide our clients with a unique combination of integrity, flexibility, creative solutions, and deep tax technical expertise. Many of our clients are global, market leading, publicly held companies, while others are privately held, early stage, or venture-backed emerging businesses. Here at CFGI, we place a high value on a culture of continued learning, where teamwork is encouraged, and professional excellence is rewarded.

 In 2022, CFGI opened its London office (its first outside the US) and achieved fantastic revenue in the first full year of trading, primarily derived from the accounting advisory practice. In January 2023 the UK tax practice was formed and the UK tax partner is looking to quickly assemble a high-quality team of tax professionals to grow the tax business and provide clients with an exceptional and differentiated service.

 Overview of role:

CFGI seeks a highly motivated tax manager to join its UK tax team. This role will provide a fantastic opportunity for an individual who is driven, entrepreneurial and constantly looking to challenge the status quo around the UK tax services industry.  

You will be involved in all aspects of UK corporate tax (reporting, compliance, governance and advisory) and will have direct interaction with both our clients and senior members of the UK tax team in order to deliver these services.

1.     Client service delivery      

a)     Tax reporting:

You will be involved in the delivery of UK tax reporting services to our diverse client base, which includes the following:

·       UK publicly listed companies.

·       US headquartered multinationals (including US listed groups).

·       UK privately owned and private equity backed groups.

The exact scope of tax reporting work for our clients will vary but is likely to include the following:

·       Preparation of UK entity only tax numbers in accordance with IFRS or UK GAAP.

·       Preparation of UK group tax numbers, likely to involve the incorporation of tax numbers for non-UK subsidiaries, GAAP-to GAAP adjustments (e.g. US GAAP to IFRS) and consolidation adjustments.

·       Advising on client’s tax reporting processes.

·       Advising on the tax aspects of GAAP conversion projects.

·       Advising on the tax reporting (and other) aspects of IPO readiness.

b)    UK corporation tax compliance:

 You will be involved in the preparation and submission of UK corporation tax returns for our clients. This will involve you leading the day-to-day interaction with our clients to obtain all the information required to complete and file their returns in a timely manner. Whilst a formalized compliance process is in place, you will have a good degree of autonomy to manage the process in your own way, albeit with a focus on ensuring that our tax compliance offering is high quality, efficient and cost effective for our clients.

 c)     Tax governance

 You will be involved in the delivery of our tax governance proposition to clients, advising on tax strategy, risk management and controls.

 d)    Tax advisory

 You will be involved in tax advisory work likely to include the following:

·       Ad hoc corporate tax advisory work originating from compliance engagements – e.g. loss planning and utilization, tax implications of trade and asset transfers, interest deductibility.

·       Cash tax modelling exercises.

·       Group simplification exercises.

·       Tax due diligence for client transactions.

·       Tax structuring for client transactions.

2.     Business development

As CFGI is looking to rapidly expand in the UK, there will be plenty of opportunity to get involved in business development activities, including the following:

·       Assisting with the origination of tax opportunities on new and existing clients, drafting of proposals and involvement in the sales process (e.g. meetings, pitches, etc.).

·       Teaming with colleagues from other CFGI UK and US service areas (e.g. accounting advisory, business transformation) to identify and propose tax opportunities.

·       Teaming with the CFGI US tax team to support with and identify UK tax opportunities on US clients.

·       Identifying additional revenue streams with our clients.

Skills and Competencies:

Knowledge:

·       Experience of UK tax reporting processes.

·       Knowledge of tax reporting IFRS and UK GAAP; high level understanding of US GAAP desired but not essential.

·       Experience of the UK tax return preparation process, and good technical understanding with common tax adjusting items such as interest deductibility, hybrid mismatches, loss utilization etc.

·       Experience of responding to and managing HMRC tax enquiries.

·       Knowledge / an appreciation of cross-border tax matters would be highly desirable, e.g. transfer pricing, Pillar 2, country by country reporting etc.

Skills:

·       Experienced with using Microsoft Excel and tax software packages.

·       Demonstrated ability to effectively present information and appropriately respond to questions from clients and team members.

·       Excellent organizational skills, ability to multi-task, and work under deadlines.

·       Excellent analytical, supervisory, organizational, and written and verbal communication skills are necessary.

·       Demonstrated ability to be accountable for independently completing assignments.

·       Capable of collaborating and communicating with people of different technical backgrounds and roles.

·       Analytical ability to navigate work-related situations with practicality, sound reasoning, and demonstrating creativity in problem solving.

·       Other key characteristics: the ideal candidate must demonstrate integrity and accountability, always remaining flexible, adaptable, and willing to accept coaching, building and managing professionally healthy relationships, and continually developing awareness of business-related topics.

 Qualifications:

·       Three to five years of corporate tax experience with some/all of this time ideally spent in the Big 4.

·       Professional accounting qualification (e.g. ACA, ACCA) required; additional tax qualification (e.g. CTA) strongly desired

Tax – Compliance Director

a)     Tax advisory

You will be involved in tax advisory work likely to include the following:

·       Ad hoc corporate tax advisory work originating from compliance engagements – e.g. loss planning and utilization, tax implications of trade and asset transfers, interest deductibility.

·       Cash tax modelling exercises.

·       Group simplification exercises.

·       Tax due diligence for client transactions.

·       Tax structuring for client transactions.

It is likely that a significant proportion of tax advisory work will arise on private equity backed clients and therefore an advanced understanding of the tax implications of the private equity ownership model and the investment lifecycle are highly desirable. You should have knowledge / experience of advising clients on some or all of the following:

·       Immediate post-acquisition tax actions, e.g. preparation of “post-acq tax checklist”, implementation of any structural actions, remediation of key tax DD items, withholding tax management, and coverage of non-corporate tax items such as VAT on transaction costs.

·       Refinancing, bolt-ons, group simplification and reorganization.

·       Tax compliance related advisory (e.g. interest deductibility, anti-hybrids, transaction costs).

·       Exit readiness (e.g. healthcheck reviews).

·       Exit support (vendor assist role: tax DD support and negotiation, exit structuring, transaction balance sheet).

b)    UK corporation tax compliance, reporting and governance:

You will be responsible for overseeing the preparation and submission of UK corporation tax returns for our clients. In collaboration with the UK Tax Partner, you will assist with the design and implementation of a UK corporation tax compliance service offering, that is high quality, efficient and cost effective for our clients, and optimizes the involvement of junior team members to manage the provision of these services and lead the day-to-day relationships with our clients.

Your client engagements may also require you to have some involvement with tax reporting and governance matters.

2.     Business development

As CFGI is looking to rapidly expand in the UK, there will be plenty of opportunity to get involved in business development activities. As a director, you will be expected to undertake business development activity to help grow the UK tax practice and the CFGI brand in the UK. Business development activities will include:

·       Assisting with the origination of tax opportunities on new and existing clients, drafting of proposals and involvement in the sales process (e.g. meetings, pitches, etc.).

·       Teaming with colleagues from other CFGI UK and US service areas (e.g. accounting advisory, business transformation) to identify and propose tax opportunities.

·       Teaming with the CFGI US tax team to support with and identify UK tax opportunities on US clients.

·       Identifying additional revenue streams with our clients.

Skills and Competencies:

Knowledge:

·       Significant experience of scoping, leading and managing UK tax advisory projects.

·       Experience of working on UK transactions and involvement in diligence and structuring (e.g. for buyside buyout or bolt-on).

·       Experience of the UK tax return preparation process, and good technical understanding with common tax adjusting items such as interest deductibility, hybrid mismatches, loss utilization etc.

·       Knowledge of UK tax accounting and reporting processes under IFRS and UK GAAP.

·       Experience of responding to and managing HMRC tax enquiries.

·       High level knowledge / an appreciation of the principles of non-corporate tax areas, such as VAT, payroll taxes and share schemes.

·       Knowledge / an appreciation of cross-border tax matters, e.g. transfer pricing, BEPS Pillar 2, country by country reporting etc.

Skills:

·       Experienced with using Microsoft Excel and tax software packages.

·       Demonstrated ability to effectively present information and appropriately respond to questions from clients and team members.

·       Excellent organizational skills, ability to multi-task, and work under deadlines.

·       Excellent analytical, supervisory, organizational, and written and verbal communication skills are necessary.

·       Demonstrated ability to be accountable for independently completing assignments.

·       Capable of collaborating and communicating with people of different technical backgrounds and roles.

·       Analytical ability to navigate work-related situations with practicality, sound reasoning, and demonstrating creativity in problem solving.

·       Other key characteristics: the ideal candidate must demonstrate integrity and accountability, always remaining flexible, adaptable, and willing to accept coaching, building and managing professionally healthy relationships, and continually developing awareness of business-related topics.

 Qualifications:

·       Seven plus years plus of corporate tax experience with some/all of this time ideally spent in the Big 4.

·       Professional accounting qualification (e.g. ACA, ACCA) required; additional tax qualification (e.g. CTA) strongly desired.

Business Transformation – FP&A Senior Manager

·       The FP&A Senior Manager is a key member of the Financial Planning and Analysis team and will help influence clients’ financial and business decisions. 

·       Lead and/or support project teams engaged in the successful delivery of a wide range of Business Transformation initiatives aligning finance with business strategy in support of the broader organization’s future vision.

·       Help develop finance strategies by assessing a client’s business challenges/needs/gaps, diagnosing the root problems, and recommending an approach leveraging CFGI assets. 

·       Develop and apply an understanding of sales and spending trends, to manage financial risk and identify opportunities. 

·       Provide best-in-class business partnering support, and deliver quality reports and analysis used to make informed business decisions. 

·       Identify and support CFGI business development initiatives; participate in certain aspects of the proposal development process. 

·       Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace. 

 Preferred Skills: 

 ·       Knowledge of leading Financial Planning and Analysis tools (i.e., Anaplan, Cognos, Hyperion, OBIEE, Tableau, Fusion). 

·       Knowledge of ERP technologies (i.e., SAP / Oracle / Workday / NetSuite / Microsoft Dynamics).

·       Project Management experience is a plus.

Qualifications and Capabilities: 

·       Finance-focused with a minimum of eight years of experience in finance and/or accounting. Client service experience in top professional services firms (i.e., Big 4 or large regional) is highly preferred, but not required. 

·       Advanced understanding of the FP&A function within a finance organization. 

·       Extensive experience and understanding of three statement financials and associated modelling. 

·       Significant engagement management experience as well as business, practice, and people development. 

·       Ability to concurrently manage internal firm and external client requirements. 

·       Transactional experience (M&A, divestures, refinancing, capital raises) and associated scenario modelling a plus. 

·       Working knowledge and expertise in analytics, forecasting, and finance technologies (process, planning analytics, core Financial). 

·       Experience with finance technologies such as Adaptive Workday, Planful, OneStream, Anaplan, Cognos, Oracle Hyperion, Tableau, Alteryx, Power BI, Fusion, etc. a plus. 

·       ERP technology understanding (SAP / Oracle / Workday, etc.). 

·       Experience leading projects/teams and the ability to lead key requirement workshops with clients. 

·       Demonstrated ability to clearly communicate with clients, document requirements, and articulate the value proposition and business case for various finance transformation solutions.