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