Overview

Mergers & Acquisitions - Managing Director

CFGI seeks a highly motivated tax managing director to lead its UK M&A tax offering. This role provides a unique environment working with a client base ranging from venture/PE-backed private companies to global multi-billion-dollar FTSE100 companies. The position reports directly to the Partner-in-Charge of Tax and requires in-depth knowledge of taxation as it relates to strategic PE and corporate transactions in the mergers and acquisitions lifecycle.

Principal Responsibilities

• Lead M&A tax projects in accordance with the firm’s procedures and client arrangements, including costs and billing logistics.
• Perform tax due diligence reviews, tax structuring, tax modelling, and other pre- and post-deal services.
• Act as the main point of contact and manage client relationships, responding quickly to queries and internal teams.
• Research and prepare proposals for new work and participate in presentations to prospective clients.
• Support strategic targeting and business development activity, particularly in the private equity space, with the Tax Partner.
• Act as a people manager, including delegation, on-the-job coaching, formal training, and career development conversations.

Skills and Competencies

• Strong expertise in tax due diligence, structuring, fund flows, and SPA reviews, ideally with private equity clients.
• Exposure to portfolio company tax work, UK and cross-border tax planning, and withholding tax is preferred.
• Ability to present information clearly and respond to questions from clients and team members.
• Excellent organizational skills, ability to multi-task, and meet deadlines.
• Strong analytical, supervisory, organizational, written and verbal communication skills, and accountability for independently completing assignments.
• Ability to collaborate with people of different technical backgrounds and roles.

Education and Experience Requirements

• Ten-plus years of M&A tax experience in the Big-4 and/or next-tier UK accounting firms.
• Significant experience at Senior Manager or Associate Director level (or equivalent).
• Up-to-date knowledge of Transactions Tax in a specialist capacity or as a Corporate Tax professional.
• Strong collaboration and teamwork skills with adaptability to changing priorities and new businesses.
• Demonstrated integrity, accountability, flexibility, coaching willingness, and ability to build professional relationships.
• Analytical problem-solving ability and strategic thinking for business practices.
• Bachelor’s degree in accounting with preference for accounting or tax certifications (ATII, CTA, ACA/ACCA).

About CFGI

Corporate Finance Group, Inc. (CFGI) was founded in 2000 by former Big 4 professionals. CFGI is an established industry leader with the resources to navigate today’s complex accounting, reporting, compliance and tax landscape. CFGI fulfills a variety of client needs without the restrictions of auditor independence, providing a unique combination of integrity, flexibility, creative solutions, and deep tax technical expertise. Our client base includes global, market-leading publicly held companies as well as privately held, early-stage, or venture-backed businesses. CFGI emphasizes a culture of continued learning, teamwork, and professional excellence, with a flexible career progression model offering challenging opportunities across your career.

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

Notes

Other related information appears on the role listing pages below. This position is listed as Director, Full-time within CFGI’s UK Tax practice.

Seniorities and Employment

• Seniority level: Director
• Employment type: Full-time