M&A Tax Manager

Citrin Cooperman; New York (NY); Hybrid; USD 140,000 - 210,000; Full time

Job summary

Citrin Cooperman, a leading professional services firm, seeks an M&A Tax Manager to oversee tax aspects of mergers and acquisitions for corporate and private equity clients. You will review transaction documents, identify tax risks, and coordinate with cross-functional teams to deliver integrated advisory services.

The role requires strong technical tax knowledge, mentoring capabilities, and the ability to manage multiple engagements and deadlines in a dynamic environment.

Qualifications

• Strong analytical skills to evaluate complex transactions, identify tax implications, and develop practical recommendations.
• Finance and accounting skills to interpret financial statements, understand transaction structures, and assess tax and economic impacts.
• Experience in tax due diligence, including reviewing historical tax positions, assessing exposures, and documenting findings.
• Expertise in mergers & acquisitions (M&A) tax, including structuring, modeling, and advisory work for corporate and private equity clients.
• Relevant public accounting or professional services experience in M&A tax or transaction advisory.

Responsibilities

• Oversee tax due diligence, structuring, modeling, and advisory work for corporate and private equity clients.
• Review transaction documents, identify tax risks and opportunities, and prepare technical memoranda and reports.
• Coordinate with internal tax, audit, and advisory teams to deliver integrated solutions and supervise team members.

Skills

Strong analytical skills

Finance and accounting knowledge

Tax due diligence experience

M&A tax structuring & modeling

Client collaboration & communication

Leadership & mentoring

Education

Bachelor's degree in Accounting, Finance, or related field

CPA, JD, or LLM in Taxation strongly preferred

Job description

Company Description

Citrin Cooperman is one of the nation's largest and fastest-growing professional services firms, focused on helping middle-market companies and high-net-worth individuals achieve their business and financial goals. Since 1979, the firm has provided proactive guidance, specialized solutions, and industry insights to clients with operations and assets located both locally and globally. With over 30 offices and more than 3,500 professionals, Citrin Cooperman is consistently ranked among the top 20 accounting firms by Accounting Today and Inside Public Accounting. The Citrin Cooperman brand encompasses Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC, which operate as separate legal entities in an alternative practice structure. Both entities are independent member firms of Moore North America, Inc., part of the Moore Global Network, offering clients access to a broad network of independently owned and managed firms.

Role Description

The M&A Tax Manager is a full-time role, either on-site or virtual. This role is responsible for managing tax aspects of mergers and acquisitions, including tax due diligence, structuring, modeling, and related advisory services for corporate and private equity clients. Day-to-day responsibilities include reviewing and analyzing transaction documents, identifying tax risks and opportunities, preparing technical memoranda and reports, and coordinating with internal tax, audit, and advisory teams to deliver integrated solutions. The M&A Tax Manager will collaborate directly with clients, participate in meetings and calls, present findings and recommendations, and support negotiations from a tax perspective. The role also involves supervising and mentoring team members, managing engagement timelines and budgets, and staying current on relevant tax laws and regulations affecting M&A transactions.

Qualifications

• Strong analytical skills to evaluate complex transactions, identify tax implications, and develop practical recommendations.
• Finance and accounting skills to interpret financial statements, understand transaction structures, and assess tax and economic impacts.
• Experience in tax due diligence, including reviewing historical tax positions, assessing exposures, and documenting findings.
• Expertise in mergers & acquisitions (M&A) tax, including structuring, modeling, and advisory work for corporate and private equity clients.
• Bachelor's degree in Accounting, Finance, or a related field; CPA, JD, or LLM in Taxation strongly preferred.
• Relevant public accounting or professional services experience in M&A tax or transaction advisory.
• Solid knowledge of federal income tax, corporate tax, partnership tax, and related regulations impacting transactions.
• Ability to manage multiple engagements, meet deadlines, and communicate clearly with clients and team members.
• Demonstrated leadership, mentoring, and team collaboration skills.