Hybrid Vice President, Transaction Advisory Services – State & Local Tax (SALT)

at Portage Point Partners

• Job title: Vice President, Transaction Advisory Services – State & Local Tax (SALT)
• Job type: Full Time
• Experience level: Lead
• Salary: $250,000 - $350,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Chicago, United States

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