Tax Director, Mergers and Acquisition Services (52721)

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).