Senior, Merger and Acquisition Services

Citrin Cooperman•New York, NY

1d•$70,000 - $125,000•Onsite

About The Position

Citrin Cooperman is seeking a Senior, Merger and Acquisition Services to join its Merger and Acquisition (M&A) Services team in New York City. The role leads buy-side and sell-side tax due diligence processes, analyzes tax filings and transaction structures, develops tax models and recommendations, and supports clients through transactions with compressed timelines. The Senior also supervises and mentors associates and reviews their work. Citrin Cooperman describes its environment as collaborative and supportive of professional growth, and offers competitive compensation and benefits along with flexibility to manage personal and professional life.

Requirements

Have a minimum of 3+ years of experience in federal tax and/or mergers and acquisitions.
Have a bachelor’s degree from an accredited college/university.
Possess a licensed CPA, EA or JD/LLM.
Possess knowledge of US federal tax laws, including corporate, individual, trust, gifts, and partnership taxation.
Possess excellent research, writing, and verbal communication skills.
Be highly motivated.
Possess outstanding analytical, organizational, and project management skills.
Be proficient in Microsoft Office Applications, particularly Microsoft Excel.
Work cooperatively in teams.

Responsibilities

Lead day-to-day processes for buy-side and sell-side tax due diligence engagements.
Review federal tax filings to identify exposures, risks, and tax structuring opportunities.
Quantify identified tax risks and assist in developing purchase price adjustments and indemnification recommendations.
Prepare transaction step decks to illustrate proposed deal structures.
Prepare Excel-based tax models illustrating transaction tax consequences, including making whole payments, step-ups, basis adjustments, and cash tax impact.
Review and analyze tax-related provisions in purchase agreements.
Manage multiple concurrent deals in a fast-paced environment with compressed timelines.
Supervise and mentor associates, review workpapers, and provide technical guidance.