Manager, Merger & Acquisition Services (52932)

Citrin Cooperman; New York (NY); Remote; USD 140,000 - 190,000; Full time

Job summary

Citrin Cooperman is seeking a Manager for Merger and Acquisition Services to join our M&A Services team. This role can be remote or sit at any USA location.

You will interpret US federal tax laws relating to transactions, lead due diligence and tax structuring, and advise clients on risk, valuation, and structuring considerations. The ideal candidate has 5+ years in federal tax and/or M&A, with a strong background in research, writing, and project management.

Qualifications

• Minimum of 5+ years of experience in federal tax and/or mergers and acquisitions.
• Bachelor's degree in accounting is required; master's in taxation, licensed JD or LLM preferred.
• CPA is 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.
• Work cooperatively in teams.

Responsibilities

• Interpret and apply U.S. federal income tax law as it relates to M&A transactions.
• Collaborate on due diligence and tax structuring services and communicate findings to clients.
• Conduct tax research on transactional tax issues (consolidated returns, S Corps, partnerships, LLCs).
• Write technical memoranda and advise clients on tax issues.
• Identify tax risks of target companies during due diligence and communicate findings.
• Review Excel-based transaction tax models for feature impact on tax profiles.
• Provide transaction structuring advice for sell-side and buy-side transactions.
• Manage resources, project workflow, budgets, billing, and collections.
• Develop, motivate, and train staff-level team members.

Skills

Tax due diligence

Financial analysis

Research skills

Written communication

Verbal communication

Project management

Teamwork

Attention to detail

Education

Bachelor's degree in accounting

Master's in taxation

CPA certification (preferred)

JD or LLM (preferred)

Tools

Excel

Microsoft Office

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.

Qualifications

The ideal candidate must:

• Have a minimum of 5+ years of experience in federal tax and/or mergers and acquisitions
• Have a bachelor’s degree in accounting (required); master’s in taxation, licensed JD or LLM preferred
• CPA preferred
• Possess knowledge of US federal tax laws – corporate, individual, trust, gifts, and partnership taxation
• Possess excellent research, writing, and verbal communication skills
• Be highly motivated
• Have outstanding analytical, organizational and project management skills
• Be proficient in Microsoft Office, particularly Excel
• Work cooperatively in teams