What are the responsibilities and job description for the SALT Tax Services - Director position at CFGI?
SALT Tax Services - Director
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 State & Local Tax (SALT) Services practice and seeking experienced leaders to drive strategic growth while advising clients on complex multistate tax matters.
We are seeking a Director to lead complex SALT advisory engagements for clients across a variety of industries. Directors serve as trusted advisors to executive stakeholders, oversee large-scale client engagements, develop long-term client relationships, drive business development, and help shape the continued growth of CFGI’s State & Local Tax Services practice.
What you might expect:
- Serve as the engagement leader for complex state and local tax engagements involving corporate income tax, indirect tax, sales and use tax, multistate tax planning, and tax controversy matters.
- Advise CFOs, Tax Directors, Controllers, executive leadership, and private equity sponsors on strategic multistate tax planning, restructuring, and indirect tax optimization.
- Lead multidisciplinary teams delivering SALT planning, tax compliance, tax controversy, audit defense, reverse audits, tax technology, and process improvement engagements.
- Provide technical leadership on nexus, apportionment, unitary filing methodologies, indirect tax regulations, and evolving multistate tax legislation.
- Oversee engagement planning, quality assurance, staffing, project economics, risk management, and client satisfaction across multiple concurrent engagements.
- Develop innovative methodologies, tax technology solutions, automation initiatives, and scalable delivery models that improve engagement quality and efficiency.
- Serve as a trusted advisor to executive leadership while collaborating with legal counsel, finance organizations, external auditors, and tax departments throughout the engagement lifecycle.
- Recruit, mentor, and develop Senior Managers, Managers, and Consultants while strengthening the firm’s technical capabilities and leadership pipeline.
- Drive business development through proposal leadership, strategic account management, networking, thought leadership, and identifying cross-selling opportunities throughout CFGI’s client base.
What you must have:
- 12 years of experience in state and local tax, corporate tax, public accounting, and/or corporate tax consulting.
- Minimum of 2 years of experience at a Big 4 firm (Deloitte, EY, KPMG, or PwC).
- Experience leading executive-level SALT engagements involving state income tax, indirect tax, multistate tax planning, restructuring, and tax controversy.
What sets you apart:
- Experience advising executive leadership on state income tax, indirect tax, sales and use tax, multistate tax planning, restructuring, and tax controversy strategies.
- Experience applying state and local tax regulations across complex multistate organizations while developing practical, tax-efficient planning strategies.
- Experience leading technical tax research, preparing executive-level technical memoranda, and supporting complex state tax examinations and controversy matters.
- Experience developing innovative methodologies, tax technology solutions, automation initiatives, or scalable delivery models for SALT engagements.
- Experience managing multiple engagement teams while overseeing staffing, engagement economics, quality, risk management, and client delivery.
- Experience collaborating with executive leadership, finance organizations, legal counsel, external auditors, and tax departments to optimize multistate tax strategies.
- Experience driving business development through proposal leadership, strategic account management, client expansion, networking, thought leadership, or revenue generation initiatives.
- Experience recruiting, mentoring, developing, and retaining high-performing tax professionals while contributing to practice growth and leadership development.
Nice to have:
- CPA license, JD, MST, MBA, or other relevant professional credential.
- Bachelor’s degree in Accounting, Finance, Taxation, Business, or a related field.
- Experience supporting multinational organizations, private equity portfolio companies, or complex multistate enterprises.
- Experience with Avalara, Vertex, tax research platforms, tax compliance software, workflow automation technologies, or AI-enabled tax solutions.
Who thrives here:
- Outstanding interpersonal, written, and verbal communication skills with the ability to influence executive stakeholders.
- Proactive in identifying client needs and developing long-term trusted advisor relationships.
- Highly organized with the ability to lead multiple large engagements and competing priorities.
- Strong analytical and structured problem-solving abilities with sound judgment in complex situations.
- Entrepreneurial, self-motivated, adaptable, ethical, and dependable.
- High energy with a commitment to exceptional client service, practice growth, and leadership development.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.