Portage Point Partners
Jobs
Vice President, Transaction Advisory Services // State & Local Tax (SALT)
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The Role
Lead state and local tax transaction advisory engagements for private equity, lender, and corporate clients. Responsibilities include tax due diligence, exposure analysis, reviewing transaction models and agreements, preparing client reports, supporting business development, mentoring staff, and contributing to training and firm-building initiatives. The role requires significant M&A tax experience, strong communication skills, and expertise in federal, state, and non-income tax matters.
Summary Generated by Built In
At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
The TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point’s entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision.
The Vice President, TAS SALT role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. The Vice President role is foundational to our ability to deliver integrated strategy, financial, and operational solutions across key practice areas while serving private equity firms, direct lenders, and corporate clients. The Vice President will report directly to senior leaders and will oversee a broad range of responsibilities across buy-side and sell-side transactions, post-closing integration, restructuring and OCFO support. You will support key initiatives, assist with discrete workstreams, and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
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
Qualifications
- Bachelor’s degree from a top undergraduate program
- Located in or willing to relocate to Chicago, Dallas, Los Angeles, Nashville, 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 Four accounting 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
- Superior written and verbal communication skills, including executive-ready presentation and reporting 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
Skills Required
- Bachelor's degree from a top undergraduate program
- Located in or willing to relocate to Chicago, Dallas, Los Angeles, Nashville, New York, or Philadelphia
- Willingness to collaborate in the office four days per week and work at client sites as needed
- CPA, JD, Master's in Taxation, or LLM; bachelor's degree in accounting preferred for JD candidates
- Five or more years of relevant experience in an M&A tax practice at a Big Four firm, Big Law firm, or similar organization
- Knowledge and experience with federal and state income tax, non-income tax, and unclaimed property issues
- Ability to perform tax research and apply knowledge to client situations
- Ability to calculate and communicate clear, concise observations, exposures, and recommendations
- Experience collaborating with clients to identify needs and tailor project deliverables
- Interest in branding and business development initiatives
- Superior written and verbal communication skills, including executive-ready presentation and reporting skills
- 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
Portage Point Partners Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Portage Point Partners and has not been reviewed or approved by Portage Point Partners.
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Healthcare Strength — Medical coverage is described as zero-cost, with dental and vision also included, indicating unusually strong employer-paid healthcare. Company profiles additionally reference comprehensive health insurance alongside disability and life coverage.
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Leave & Time Off Breadth — Unlimited PTO is explicitly listed and parental leave is described as generous. Flexible work hours and hybrid options are also noted, expanding time-off and flexibility provisions.
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Retirement Support — A 401(k) with employer contribution is included among core benefits. Retirement benefits are presented as a standard part of the total rewards package.
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The Company
What We Do
Portage Point is an elite boutique business advisory, interim management, investment banking and financial services firm that partners with companies and their stakeholders during periods of growth, complexity, transition and underperformance. We are an operationally oriented team encompassing a broad range of expertise built to maximize value and align stakeholder interests while guiding businesses through the most urgent and complex challenges ranging from performance improvement to accelerated transformation to complex financial restructuring
