Manager, Merger & Acquisition Services

Citrin Cooperman; New York (NY); Remote; USD 150,000 - 230,000; Full time

Job summary

Citrin Cooperman seeks a Manager for Merger and Acquisition Services to lead tax due diligence and structuring across buy-side and sell-side transactions in a dynamic, collaborative environment.

The role requires 5+ years in federal tax or M&A with strong research, writing, and project management skills. Remote work is available, with flexibility to sit from any USA location.

Qualifications

• Minimum 5+ years of experience in federal tax and/or mergers and acquisitions.
• Bachelor’s degree in accounting (required); master’s in taxation, licensed JD or LLM preferred.
• CPA preferred.
• Knowledge of US federal tax laws – corporate, individual, trust, gifts, and partnership taxation.
• Excellent research, writing, and verbal communication skills.
• Highly motivated with strong analytical, organizational, and project management skills.
• Proficient in Microsoft Office, particularly Excel.

Responsibilities

• Interpret and apply U.S. federal income tax law as it relates to M&A transactions.
• Work as part of a multi-disciplinary team delivering due diligence and tax structuring services.
• Conduct tax research on transaction tax issues related to various entity types.
• Write technical memoranda and advise clients on tax issues.
• Identify tax risks of target companies during due diligence and communicate findings.
• Review transaction tax models to quantify attribute availability and basis step-up.
• Provide transaction structuring advice for sell-side and buy-side transactions.
• Manage resource requirements, project workflow, budgets, billing, and collections.
• Develop, motivate, and train staff-level team members.

Skills

Tax research

Project management

Team leadership

Written communication

Verbal communication

Excel proficiency

Education

Bachelor’s degree in accounting

Master’s in taxation or JD/LLM preferred

Tools

Microsoft Excel

Office Suite

Job description

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!We are looking for a Manager, Merger and Acquisition Services to join the Merger and Acquisition (M&A) Services team. This is a remote position or has the option to sit out of any of our USA locations.Responsibilities are, but not limited to:Interpret and apply U.S. federal income tax law as it relates to M&A transactions.Work as a part of a multi-disciplinary team that focuses on delivering due diligence and tax structuring services and communicate findings and opportunities to clients.Conduct tax research on various technical transaction tax issues related to consolidated returns, S Corporations, partnerships, and limited liability companies.Write technical memoranda and advise clients on various technical tax issues.Identify tax risks of target companies during a tax due diligence process and communicate findings with clients and other advisors.Review excel-based transaction tax models to quantify attribute availability, basis step-up, and/or structural impact on client and target tax profile.Provide transaction structuring advice for sell-side and buy-side transactions for various entity types.Manage resource requirements, project workflow, budgets, billing, and collections.Develop, motivate, and train staff-level team members.The ideal candidate must:Have a minimum of 5+ years of experience in federal tax and/or mergers and acquisitionsHave a bachelor’s degree in accounting (required); master’s in taxation, licensed JD or LLM preferredCPA preferredPossess knowledge of US federal tax laws – corporate, individual, trust, gifts, and partnership taxationPossess excellent research, writing, and verbal communication skillsBe highly motivatedHave outstanding analytical, organizational and project management skillsBe proficient in Microsoft Office, particularly ExcelWork cooperatively in teams