Consultant responsible for preparing sales and use tax returns and client interaction. Role supports tax compliance in a hybrid work setting with benefits from an award - winning culture.
PP
Hybrid Vice President, Transaction Advisory Services – State & Local Tax (SALT)
Posted 2 months ago
About the role
- Vice President in Transaction Advisory Services at Portage Point managing tax diligence and strategies. Collaborating with private equity firms and corporate clients on M&A transactions.
Responsibilities
- Perform due diligence, including review of tax returns, financials, and other documentation to identify and evaluate potential tax risks and opportunities
- Quantify state income and non-income tax exposures and communicate findings clearly to stakeholders
- Draft client-ready reports summarizing tax issues and attributes identified during diligence
- Review and comment on tax aspects of financial models, purchase agreements and structuring calculations
- Support business development and client relationship efforts, including participating in strategic branding initiatives to highlight TAS practice capabilities
- Provide coaching and mentorship to junior team members
- Lead or support internal trainings and best practice sharing
- Support talent acquisition and firm-building initiatives
- Contribute to a high-performing, inclusive and values-driven culture
Requirements
- Bachelor’s degree from a top undergraduate program
- Located in or willing to relocate to Chicago, Dallas, Los Angeles, New York or Philadelphia
- Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed
- CPA, JD (with bachelor’s degree in accounting preferred), Master’s in Taxation or LLM
- Five plus years of relevant experience in a mergers & acquisitions tax practice at a Big 4 firm, Big Law firm or similar firm
- Knowledge of, and experience with, federal and state income tax, non-income tax, and unclaimed property issues, with the capability to perform research and effectively apply knowledge and experience to client situations
- Ability to take information learned and calculate and communicate clear and concise observations, exposures and recommendations
- Experience collaborating with clients to identify needs and tailor project deliverables; interest in contributing to branding and business development initiatives
- Strong executive presence and communication skills
- Proven ability to thrive in lean, fast-moving teams
- High attention to detail, responsiveness and ownership mindset
- Track record of success in high-pressure, client-facing environments
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