Current Openings

Accounting Advisory – Consultant

Our consultants work as part of a team with other CFGI professionals, Big 4 auditors and client management on all facets of the engagements, including analyzing financial information, interviewing client management, identifying key issues, report writing, participating in meetings and developing a strong relationship with client management.

Take ownership of your career at CFGI: 

Gain exposure to a wide range of industries and/or projects.

Make a true business impact with your clients.

Own projects from start to finish. 

Experience client interaction and thrive in a client-facing role.

Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm. 

Enjoy the flexibility of office/remote/client site work locations (engagement specific).

Create your own path.

Enjoy what you do!

What you might expect:

Preparation of operational due diligence for complex transactions (i.e. – acquisitions & divestitures, stock offerings and debt raises, IPO’s). 

Accounting projects focused on carving out business units/subsidiaries. 

Integration with client’s internal staff as a subject matter expert when it comes to operational senior accounting tasks or overall financial team support.

Preparation of financial and regulatory information in accordance with SEC and regulatory requirements (i.e. – 10K’s, 10Q’s, S-1 and S-4 filings, audit coordination). 

Research & documentation projects related to new ASC accounting standards (i.e. – ASC 842, ASC 606).

Process improvement projects and implementation of changes.

Who you are:

Undergraduate degree in Accounting – CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting.

2 to 5 years’ experience in public accounting and/or industry accounting/finance.

Excellent interpersonal, written and oral communication skills, and ability to assimilate easily into teams.

Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting.

Effective analytical and critical thinking abilities.

Entrepreneurial nature, self-motivated, ethical and dependable.

High energy with commitment to quality client service.

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Corporate Tax Accounting Manager

 

CFGI is a unique and highly specialized financial consulting firm that is strategically positioned to assist the office of the CFO through a range of routine and complex business scenarios.  As an extension of your corporate finance team, CFGI works alongside your internal staff, serving in a variety of roles from technical accounting advisor, M&A support, tax services, etc. delivering seamless support services.

 

CFGI’s internal accounting department is a close-knit and collaborative group that works together to solve problems and ensure compliance. If you are a self-starter, have a passion for tax compliance, and are looking for an opportunity to grow with a dynamic company, we want to hear from you! Apply now to join CFGI as our Tax Accounting Manager and be a part of our team. 

 

Position Description:

 

CFGI is seeking a highly skilled and experienced Tax Accounting Manager to join our internal accounting and finance team. The successful candidate will report directly to the VP of Finance and work closely with CFGI’s accounting department to oversee all aspects of income tax reporting, passthrough tax compliance, state and local tax reporting and filing, international tax compliance, and manage CFGI’s outside tax advisor. 

 

Responsibilities:

·       Preparation and filing of federal, state and local tax returns for CFGI. 

·       Preparation and compliance with passthrough tax requirements for CFGI and its investors. 

·       Maintaining and incorporating composite elections into all state returns.

·       Calculation and payment of all estimated tax payments including composite and non-resident withholding tax payments. 

·       Reporting, filing, and payment of all state and local taxes such as sales taxes and franchise taxes. 

·       Researching tax requirements and determining where CFGI must file and pay taxes. 

·       Management of CFGI’s outside tax advisor to ensure tax compliance and optimization of tax benefits. 

·       Working closely with the accounting department to resolve tax-related issues and ensure compliance with tax laws and regulations. 

·       Ensuring international tax compliance for CFGI’s UK subsidiary. 

Education, Experience, and Skills:

·       Bachelor’s degree in Accounting, Finance, or related field.

·       At least 4 years of experience working as a tax advisor at a CPA firm. 

·       Advanced proficiency in tax filing software. 

·       Strong proficiency in Excel for preparation of tax calculations. 

·       Deep knowledge of state and local laws and regulations. 

·       Experience with professional services revenue apportionment. 

·       Strong organizational, analytical, and problem-solving skills. 

·       Excellent communication and interpersonal skills. 

·       Ability to work effectively in a lean, collaborative environment. 

Apply

Fund Administration Account Lead

 

Fund Administration (75% of time):

 

·       Support the legal entity management function including working with internal and external parties on forming, modifying and liquidating legal entities. 

·       Assisting Operations Office with opening and closing bank accounts (including cash, brokerage, trading, custodian and/or escrow accounts) and related Know-Your-Client (“KYC”) requests. 

·       Tracking entity information in the appropriate databases. 

·       Drafting and maintaining structure charts for each fund/investment structure. 

·       Preparing basic IRS forms, as needed (SS-4s, 8832 Classification Election Forms, FATCA/CRS Forms). 

·       Support transaction management function including, coordinating execution of final transaction documents (obtaining director signatures), completing transactional/regulatory KYC requests and preparing related documents. 

·       Coordinating collection and posting of transaction documents to the appropriate databases. 

·       Assisting with preparation of materials for monthly transaction review meetings. 

·       Organizing document legalizations (domestic and foreign) including notarization, apostille, authentication, medallion guarantee, as needed. 

·       Organizing the transfer of share certificates between custodians for safekeeping. 

·       Assisting on a wide variety of projects and ad hoc requests. 

·       Organizing and maintaining thorough filing system for teams. 

·       Oversee and responsible for internal process organization projects. 

Project Management (25% of time):

·       Manage expectations and ensure quality and consistency of service for specific client assignment. 

·       Prioritize and provide timely issue resolution to requests and needs for specific client assignment. 

·       Responsible for the quality of the work deliverable to the specific client assignment.  

·       Back-up duties of Account Management as assigned. 

  

Knowledge, Education, and Experience:

 

·       Bachelor’s Degree required. 

·       3-5 years of experience working in a private equity firm or third-party fund administrator for private equity firms or other relevant experience. 

·       Client support experience, demonstrating superior customer service ethic and ability to manage high client expectations. 

·       Project management related work experience, demonstrating the ability to proactively plan for next steps and ensuring each part of the process, which involves multiple departments, is moving forward in a timely manner. 

·       A self-starter with the ability to prioritize and see the bigger picture. 

·       Strong research/data mining skills. 

·       Ability to gain trust and respect of stakeholders across departments. 

·       Effective communication skills both written and verbal. 

·       Strong listening comprehension skills. 

·       Superior interpersonal skills and demonstrated ability to work effectively both as part of a team and independently. 

·       Organized, detail-oriented, efficient and diligent. 

Apply

Investor Account Management – Investor Request Lead

 

Investor Request Management (100% of time):

·       Utilize Salesforce system to manage inbound requests for the designated Fund Families, maintaining ownership of all inquiries from higher tier investors.

·       Attend and actively participate in Fund Family team meetings and be knowledgeable of all activity related to the Funds.

·       Delegate responsibilities to the Investor Request Support Staff as needed based on ebb and flow of workload.

·       Build strong relationships across the client’s organization to facilitate completion of requests, ensuring responses provided are accurate, complete, and responded to within the allotted time frame.

·       Receive training on key investor reports and systems to apply knowledge to provide support to investors and internal stakeholders.

·       Effectively manage large requests by liaising with the appropriate teams internally to solicit information used to facilitate timely completion of requests.

·       Maintain data dashboards used internally to track performance indicators and look for improvements on investor request processes.

·       Monitor trends and suggest improvements as needed.

 

Knowledge, Education, and Experience:

 

·       Bachelor’s Degree required.

·       Client support experience, demonstrating superior customer service ethic and ability to manage high client expectations.

·       A self-starter with the ability to prioritize and see the bigger picture.

·       Strong research/data mining skills.

·       Ability to gain trust and respect of stakeholders across departments.

·       Effective communication skills, both written and verbal.

·       Strong listening and comprehension skills.

·       Superior interpersonal skills and demonstrated ability to work effectively both as part of a team and independently.

·       Organized, detail-oriented, efficient, and diligent.

·       Effective time management skills and ability to meet deadlines.

·       Ability to work in a fast-paced and demanding environment.

·       Ability to pivot between projects quickly and efficiently.

·       Ability to plan, coordinate with various parties, and execute an action plan.

·       High level of integrity; must be able to maintain confidentiality of sensitive and proprietary information.

·       Advanced PC skills and excellent Microsoft Office skills.

·       Intermediate-level Excel skills, including frequent use of functions to reconcile large data sets.

·       PowerPoint experience preferred.

·       Familiarity with SharePoint, Salesforce or other CRM systems a plus.

Apply