Assistant Vice President, Tax Advisory

Senior III / Assistant Vice President

Tax Advisory & Due Diligence

OVERVIEW

Exbo Group advises corporations, private equity firms, and growth-stage companies on the tax aspects of M&A transactions, structuring, and complex advisory engagements. Our tax practice is growing, and we are adding a Senior III / AVP to own a meaningful portion of client delivery.

This is not a traditional compliance role, and it is not a standard Big 4 diligence role. We need someone who can independently identify issues, assess materiality, quantify exposure, and explain implications directly to clients. If you are looking for a role where you own outcomes - not just tasks - this is it.

WHAT YOU'LL OWN

Tax Due Diligence - Primary Responsibility

You will execute and progressively lead buy-side and sell-side tax diligence engagements. This means going beyond procedures to develop the judgment required to identify issues, assess materiality, quantify exposure, and communicate findings to clients clearly and independently.

• Review federal and state tax returns and tie results back to financial statements


• Analyze M-1/M-3 adjustments, NOLs, credits, basis issues, and other tax attributes


• Identify historical tax exposures and assess deal-level risk


• Determine what is actually important versus what is merely technically interesting


• Prepare and review diligence workpapers and client-ready reports


• Run kickoff calls, manage diligence request lists, and lead management discussions


• Explain findings and recommendations in a clear, practical manner

State & Local Tax / Sales Tax Remediation

A significant portion of diligence findings involve state and local tax exposure. You will also support standalone sales tax remediation engagements - identifying nexus risk, quantifying historical exposure, and managing remediation. You do not need to be a SALT specialist, but you need enough awareness to identify risk and escalate when required.

Team Oversight & Quality Ownership

You will work closely with our extended team and own output quality regardless of who prepared the first draft - reviewing workpapers, providing feedback, clarifying scope, and ensuring consistency across deliverables.

WHAT WE'RE LOOKING FOR

The ideal candidate has deep tax return knowledge, strong analytical instincts, and the confidence to drive projects and client conversations independently. Equally important: ownership, intellectual curiosity, and comfort operating outside a narrow definition of your role.

• High Ownership: Takes responsibility for outcomes, not just tasks. Naturally steps in when something needs attention.


• Strong Judgment: Distinguishes between technically interesting observations and issues that actually matter in a deal context.


• Learning Agility: Picks up unfamiliar concepts quickly and actively seeks to expand beyond existing expertise.


• Client Presence: Communicates confidently, explains technical concepts clearly, and represents the firm well independently.


• Builder Mentality: Enjoys improving workflows and creating structure where it doesn't exist. Wants to build, not just execute.


• Comfort with Ambiguity: Moves work forward despite incomplete information and communicates uncertainty without stalling.

QUALIFICATIONS

• CPA required


• Bachelor's degree in Accounting or Finance


• Minimum 3 years in Big 4 tax at the experienced senior or new manager level


• Tax return preparation experience - you know how to read and tie a return


• Strong Excel skills


• M&A tax diligence or transaction advisory experience preferred


• SALT awareness a plus; specialist depth not required

THE OPPORTUNITY

This role offers significant autonomy and growth in a fast-moving advisory environment. Within 12–18 months, the right person will own the majority of diligence execution, run client interactions independently, and lead sales tax remediation projects - with a clear path to advancement as the practice scales.

We can teach tax due diligence methodology, SALT analysis, and deal-specific technical concepts. What we can't teach is ownership, judgment, and the drive to build something.

ABOUT EXBO GROUP

Exbo Group grew out of a $400M New York based venture capital fund and has expanded into a full-service financial advisory firm serving growth-stage companies and middle-market financial sponsors nationwide. We deliver Transaction Services, CFO and Controllership Advisory, and Tax Advisory - and our tax practice is one of our fastest-growing areas.

We are a small team - which means more ownership, more exposure, and more direct impact than you would find at a larger firm.

Exbo Group is an equal opportunity employer. We value a diverse workforce and an inclusive culture and encourage applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, age, national origin, marital status, disability, or veteran status.