Tax Analyst

Tax Due Diligence

The Tax Analyst will play a crucial role in joining our tax function at Exbo Group. In this role, you will assist with compiling comprehensive Databooks to uncover tax and financial risks and adjustments, communicate directly with the target company, and present findings to Venture Capital and Private Equity clients. Also the analyst will help with US federal and state income Tax Compliance for corporate and partnership taxpayers (Form 1120 and 1065) and help implement best practices and support a full-service tax function. This will include responsibilities in shaping the future of our diligence practice, analyzing accounting data to create relevant compliance workpapers and preparing the relevant tax forms within tax preparation software. You will also assist with sell-side and deal-side Tax Due Diligence in support of Exbo Group’s Transaction Services Practice.

Over time, you will grow your knowledge base to become an expert that can prepare and consult on US tax issues to help our clients scale and remain fully compliant.

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WHAT YOU’LL DO:

• Assess the target's Income tax returns (federal and states), sales tax returns and analyze all of them by recalculating the taxes and performing nexus studies.
• Preparing US Federal and State Income Tax Compliance for corporate and partnership taxpayers, including preparation of the

  relevant forms (Form 1120 and 1065)

  in our tax preparation software GoSystem and OneSource.
• Sales and Use Tax Preparation.
• Learn and develop tax technical skillsets that will allow you to eventually own the compliance and consulting role for key clients.
• Effectively communicate the status with manager.

KEY QUALIFICATIONS:

• Master’s degree in accounting and finance.
• 1-2 years of relevant US tax experience (Big4 experience is a plus).
• Proficiency with MS Office experience with demonstrated knowledge working with Excel spreadsheets (Advance excel is a plus).
• Prior QuickBooks Online experience is a plus.
• A year or more experience in GoSystem / OneSource Tax software is a plus.
• High attention to detail with exceptional level of accuracy.
• Possess strong critical thinking skills and ability to think outside of a given set of constraints.
• Must have good communication skills; able to communicate clearly and effectively with manager.
• Ability to identify and resolve issues and present information in a clear and concise manner.
• Excellent time management skills, ability to prioritize and deal with ambiguity.
• Enjoy working with and advising a diverse set of growing companies.

WORK MODEL

This is a full-time position that starts immediately. We maintain a hybrid and flexible model that balances remote work with in-person collaboration from our US office. We work 5 days a week with fix Saturdays and Sundays off! You would be required to work from office at least 2 days a week.

TO APPLY

debashish.dey@exbogroup.com

ABOUT EXBO GROUP

Exbo Group is a team of US Tax Preparation, investment bankers, consultants, and accountants that grew out of a $400M New York based venture capital fund. The fund’s portfolio companies had CEOs with strong visions and operating experience but lacked the technical financial experience to scale. The companies needed a way to offload the complex administrative burden of running a finance department and interfacing with their investors. After providing accounting and financial assistance for a firm’s successful $10M Series A raise, several other funds and firms began to seek out Exbo Group's assistance. Our team has grown substantially and now provides high-touch accounting finance advisory and transaction services support to growth-stage companies and middle-market financial sponsors nationwide from our New York headquarters.