Senior Analyst, Tax Services (New York City Metropolitan Area)

OVERVIEW

Exbo Group advises corporations, private equity firms, and growth-stage companies on corporate income tax compliance and advisory matters. Our tax practice is one of our fastest-growing areas, and we are adding a Tax Analyst to support corporate compliance work and grow into a broader advisory role.

The Tax Analyst's primary focus is corporate income tax compliance, with growing exposure to other tax areas over time, including sales and use tax, R&D credits, and transaction-related tax matters. It is a growth-oriented position with a defined path from preparing and supporting returns to reviewing them, and with increasing client responsibility over time.

WHAT YOU'LL OWN

Corporate Income Tax Compliance & Review – Primary Responsibility

The Tax Analyst is responsible for corporate income tax compliance work and, over time, for reviewing returns prepared by our offshore team. This is the core of the role and the primary path for technical development.

• Prepare and help review federal and state corporate income tax returns
• Tie return results back to the financial statements and work through book-to-tax (M-1/M-3) adjustments
• Build the judgment to distinguish routine items from issues that require escalation
• Own the e-file process and the repeatable workflows that get a return filed cleanly
• Be the real-time point of contact for clients, keeping open items and questions moving
• Own tax notices end to end – researching what happened, resolving it with the agency, and closing the loop

Sales & Use Tax and R&D Credits – Expanding Your Range

Beyond income tax, the analyst supports sales and use tax compliance – tracking nexus and registration requirements, supporting filings, and flagging potential exposure – as well as R&D tax credit studies, including identifying qualified research expenses and preparing supporting documentation. These areas offer meaningful opportunities to develop specialized expertise.

Deal & Advisory Exposure

As part of a transaction-focused advisory firm, the Analyst gains exposure to the tax aspects of M&A, including how diligence findings, historical exposures, and structuring considerations factor into live transactions.

WHAT WE'RE LOOKING FOR

The ideal candidate is early in their tax career, technically capable, and eager to develop across multiple tax disciplines. Equally important are ownership, reliability, and a willingness to operate beyond a narrowly defined role.

• High Ownership: Takes responsibility for outcomes, not just tasks. Closes loops rather than leaving them open.
• Learning Agility: Picks up unfamiliar areas – sales tax, R&D, deal work – quickly, and treats them as opportunities rather than someone else's job.
• Reliability & Organization: Keeps many small, deadline-driven items moving at once without dropping any.
• Sound Judgment: Learns to tell a routine item they can handle from one that genuinely needs to be escalated.
• Comfort with Ambiguity: Makes reasonable assumptions, documents them, and keeps work moving when information is incomplete.
• Coachability: Receives review comments and feedback well and applies them constructively.

QUALIFICATIONS

• CPA required
• Bachelor's degree in Accounting or Finance
• 1–2 years of tax experience, ideally in income tax compliance
• Corporate tax return experience – enough to grow into a reviewer
• Strong Excel skills
• OneSource or GoSystems experience a plus

THE OPPORTUNITY

This role offers significant growth and responsibility. Within 12–18 months, the right person will progress from preparing and supporting returns to reviewing them, manage client relationships independently, and develop breadth across sales and use tax, R&D credits, and transaction support, with a clear path to advancement as the practice scales.

We can teach return review, our processes, R&D credit methodology, sales and use tax mechanics, and the tax aspects of transactions. What we can't teach is ownership, judgment, and initiative.

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.