Compliance and Reporting - Director

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 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 is able to 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.

CFGI seeks a highly motivated tax director 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 (advisory, compliance, reporting and governance) and will have direct interaction with both our clients and senior members of the UK tax team in order to deliver these services.

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 utilisation, 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, refinancing, bolt‑ons, group simplification and re‑organisation, tax compliance related advisory and exit readiness & support.

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 optimises 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.

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.

• 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 utilisation etc.
• Knowledge of UK tax accounting and reporting processes…