Manager, Merger & Acquisition Services

Citrin Cooperman•New York, NY

2d•$90,000 - $200,000•Remote

About The Position

Citrin Cooperman is seeking a Manager, Merger and Acquisition Services to join its M&A Services team. This remote position may also be based at any of the company’s U.S. locations. The role delivers tax due diligence and tax structuring services for mergers and acquisitions, communicates findings and opportunities to clients, and provides technical tax advice. The manager also oversees project resources, workflow, budgets, billing, and collections, and develops and trains staff-level team members.

Requirements

At least 5 years of experience in federal tax and/or mergers and acquisitions.
Bachelor’s degree in accounting.
Knowledge of U.S. federal tax laws, including corporate, individual, trust, gift, and partnership taxation.
Excellent research, writing, and verbal communication skills.
High motivation.
Strong analytical, organizational, and project management skills.
Proficiency in Microsoft Office, particularly Excel.
Ability to work cooperatively in teams.

Nice To Haves

Master’s degree in taxation, licensed JD, or LLM preferred.
CPA preferred.

Responsibilities

Interpret and apply U.S. federal income tax law to M&A transactions.
Work with a multidisciplinary team to deliver due diligence and tax structuring services and communicate findings and opportunities to clients.
Conduct tax research on transaction tax issues involving consolidated returns, S corporations, partnerships, and limited liability companies.
Write technical memoranda and advise clients on technical tax issues.
Identify target-company tax risks during tax due diligence and communicate findings to clients and other advisors.
Review Excel-based transaction tax models to quantify attribute availability, basis step-up, and structural impacts on client and target tax profiles.
Provide transaction structuring advice for sell-side and buy-side transactions involving various entity types.
Manage resource requirements, project workflow, budgets, billing, and collections.
Develop, motivate, and train staff-level team members.