Leads tax advisory services for mergers and acquisitions, applying U.S. federal tax law, conducting due diligence and research, preparing technical memoranda, reviewing transaction tax models, advising on deal structuring, managing project budgets and billing, and developing tax professionals.
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring a problem-solving mindset, fresh perspectives, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are 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 seeking a Tax Director, Merger and Acquisition Services, to join our Merger and Acquisition Services team.
Responsibilities are, but not limited to:
- Interpret and apply U.S. federal income tax law as it relates to M&A transactions.
- Partner with and assist other senior members of the M&A practice with various technical tax issues, including but not limited to dealing with consolidated returns, partnerships, S-Corporations, LLCs, and LLPs.
- Conduct tax research on various technical transaction tax issues.
- Write technical memoranda as well as advise clients on various technical tax issues.
- Identify tax risks of target companies during a tax due diligence process, as well as 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 profiles.
- Manage resource requirements, including but not limited to project workflow, budgets, collections, and billing.
- Provide transaction-structuring advice regarding sell-side and buy-side transactions for various entity types.
- Develop, motivate, and train staff and manager-level team members.
The ideal candidate must:
- Have 8+ years of federal tax and/or mergers and acquisitions experience.
- Have a bachelor’s degree in accounting (master’s degree in taxation, JD, and/or LLM preferred).
- Possess knowledge of US federal tax laws, including but not limited to corporate, individual, gifts, trusts, and partnership taxation.
- Be highly motivated.
- Possess excellent written and verbal communication skills.
- Be proficient in Microsoft Office, particularly Excel.
- Have outstanding analytical, organizational and project management skills.
- Work cooperatively in teams.
- CPA license (preferred).
Similar Jobs
Fintech • Financial Services
Leads a Wells Fargo branch team by driving customer acquisition, relationship growth, sales performance, coaching, talent development, and operational risk management. Identifies customer financial needs and connects clients with banking, lending, investment, wealth, and digital solutions. Oversees performance management, compliance, issue resolution, and collaboration with internal sales partners. Completes a Branch Manager Readiness Program before placement and may travel up to 50% during the first six months.
Fintech • Financial Services
Leads a Wells Fargo branch team, driving customer relationship growth across deposits, lending, credit cards, investments, and other financial solutions. Coaches employees, manages performance, develops talent, partners with internal sales groups, promotes digital banking, analyzes results, and balances sales objectives with operational risk, compliance, and customer protection. The role requires completion of a Branch Manager Readiness Program unless the employee is already a Wells Fargo branch manager.
Fintech • Financial Services
Lead a Wells Fargo branch team by driving customer relationship growth across deposits, lending, credit cards, investments, and business solutions. Hire, coach, and develop employees; manage sales performance, customer experience, digital banking adoption, operational risk, compliance, and loss prevention. Partner with internal banking teams, analyze performance reporting, execute improvement plans, and maintain an accountable, customer-focused culture. Successful completion of the Branch Manager Readiness Program is required unless already serving as a Wells Fargo branch manager.
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
