Tax Managing Director – Merger & Acquisition Services

November 13

Apply Now

Receive Emails with Similar Jobs

Citrin Cooperman

WebsiteLinkedInAll Job Openings

Professional Services • B2B

Citrin Cooperman is an independent, full-service professional services firm that provides accounting, audit, tax, advisory, and consulting services to businesses and high‑net‑worth individuals. The firm offers outsourced finance and accounting, transaction advisory, valuation and forensic services, risk and cybersecurity advisory, and technology platform integrations across a wide range of industries. With a focus on client-centric, industry-specific solutions (including healthcare, manufacturing, real estate, restaurants, private equity, and professional services), Citrin Cooperman supports both private companies and family offices and operates as part of a broader international network for expanded reach.

1001 - 5000 employees

Founded 1979

🤝 B2B

📋 Description

• Lead and oversee M&A tax engagements, including but not limited to buy-side and sell-side due diligence, structuring, and post-acquisition integration. • Advise on transaction structures to optimize tax outcomes for corporate, individual, and partnership stakeholders. • Provide expert guidance on federal income tax implications of mergers, acquisitions, dispositions, reorganizations, recapitalizations, and restructurings. • Lead tax due diligence, while identifying opportunities and risks. • Partner with clients and their finance, legal, and private equity teams to drive deal execution. • Analyze and review asset purchase agreements, stock purchase agreements, and related transaction documents. • Manage and mentor a team of tax professionals, while fostering career development and technical excellence. • Collaborate with firm leaders to develop and expand the M&A tax practice, including but not limited to business development, marketing, and thought leadership initiatives. • Participate in Partner-level meetings, while contributing to strategic initiatives aimed at client service excellence, growth, and talent development. • Serve as a firm-wide resource on complex tax matters, including but not limited to Sections 1202, 338(h)(10), 754/743(b), 351, 382, and 355 analyses.

🎯 Requirements

• Bachelor’s degree in Accounting, Finance, or related field (JD, LLM) (Master’s degree in Taxation strongly preferred) • CPA or admission to a state BAR (required) • Minimum of 10 years of experience in progressive tax, with significant exposure to M&A transactions • Have deep technical knowledge of federal income tax for corporations and partnerships, including but not limited to transactional tax structuring • Have proven experience advising corporate acquirers, private equity firms, and/or portfolio companies • Have strong leadership and team management skills, with a track record of developing and mentoring talent • Have exceptional communication skills, including but not limited to the ability to explain complex tax issues to non-tax audiences • Can thrive in a dynamic, fast-paced environment with multiple deadlines and priorities • Have demonstrated success in business development, client relationship management, and cross-functional collaboration.

🏖️ Benefits

• competitive compensation • benefits • flexibility to manage your personal and professional life