Director, Transaction Advisory Services // Mergers & Acquisitions ("M&A") Tax
United States /
Portage Point Partners /
Transaction Advisory Services
/ Hybrid
Portage Point is an elite boutique business advisory, consulting, interim management and financial services firm providing an integrated suite of services across the business and investment lifecycle. We are an operationally-oriented and financially-grounded team with a broad range of expertise built to maximize value and align stakeholder interests while allowing us to guide clients through the most urgent and complex opportunities and challenges. Our expertise includes transaction advisory services, performance improvement and accelerated transformation, interim management, investment banking and financial restructuring.
Named one of the Fastest Growing Consultancy’s by Consulting Magazine in 2020 and 2022, listed on the Inc 5000 in 2021 and 2022 and listed on the Financial Times list of The America’s Fastest Growing Companies in 2022 and 2023, the firm’s growth story and unique value proposition will provide the foundation for accelerated growth in the years ahead.
Portage Point’s Transaction Advisory Services ("TAS") practice supports private equity, direct lenders and corporate clients with financial, accounting, tax diligence / structuring, IT due diligence and data-driven analytics connected with mergers, acquisitions, divestiture and other corporate actions. This practice is currently seeking exceptional candidates to work on a variety of engagements across a diverse set of industries thus creating a unique opportunity for unconstrained personal and professional advancement. The expansion of the TAS practice is critical to Portage Point realizing its vision of becoming a full-service advisory firm.
The Director, TAS, M&A Tax will work in a fast-paced, rapidly growing practice and assume a wide set of responsibilities across buy-side and sell-side transactions, divestitures and carve outs working alongside our performance improvement, turnaround and restructuring and investment banking practices to assess a company’s tax risks and opportunities, applying and interpreting income tax law and conducting comprehensive discussions with management and their advisors. This role represents a unique opportunity for highly motivated professionals to increase value through thoughtful tax-advantaged transaction structuring. Qualified individuals should be prepared to work within a collaborative team environment to assess, identify and mitigate key tax exposure diligence and structuring related risks.
Responsibilities
- Working directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex transactional challenges
- Leveraging tax technical knowledge to lead engagement teams in performing buy- and sell-side due diligence and developing tax-efficient acquisition and divestiture structures
- Conducting, developing, overseeing and reviewing tax due diligence, tax structuring and tax modeling workstreams including but not limited to identification and mitigation of relevant historical and projected tax risks, tax-advantage structuring, optimizing and preserving valuable tax attributes, mitigating tax costs related to cancellation of indebtedness income and worthless stock deduction analysis, conducting Section 382 and transaction cost analyses
- Managing various technical tax issues dealing with consolidated returns, S Corporations, partnerships and limited liability companies
- Identifying and analyzing tax risks and opportunities while advising both strategic and private equity buyers and sellers on alternative tax strategies for acquisition, disposition and restructuring of businesses
- Reviewing and analyzing merger agreements and providing opinion letters
- Expanding tax research skills through deep exploration of complex technical tax issues across a broad spectrum of tax law
- Teaching, guiding and coaching junior team members
- Drafting clear and concise reports outlining key takeaways
- Creating tax financial models
- Contributing to marketing and business development efforts
- Supporting practice development initiatives
- Collaborating closely with performance improvement, restructuring and investment banking colleagues
Qualifications
- Strong desire to be a part of and contribute to the growth of a high performing client focused team dedicated to individual and firm level achievements
- Bachelor’s degree from a top undergraduate program (accounting preferred)
- Located or willing to self-relocate to Atlanta, Chicago, Dallas, Los Angeles, New York or Philadelphia
- Nine plus years of tax advisory experience or a combination of audit, tax and financial due diligence experience within a Big 4 accounting firm
- CPA, JD, Masters in Taxation or LLM
- Knowledge of a broad range of corporate tax matters in various industries
- Proven ability to articulate complex information when providing crucial negotiation insights
- Technically competent across multiple US federal, international and state income tax disciplines
- Fundamental working knowledge of all or essentially all non-income based federal, state and foreign tax regimes, including but not limited to indirect, payroll, property and ad valorem taxes
- Understanding of US GAAP, including the accounting for income tax principles
- Experience with tax controversy and procedure
- High degree of maturity with a proven ability to interact with senior executives, private equity firms, lenders, lawyers and management teams
- Experience leading other professionals and acting in a manner that motivates, inspires and develops junior team members
- Proven leader in the delivery of high-quality work that exceeds client expectations
- Excellent written and verbal communication skills including strong email etiquette
- Eagerness to be responsive at all times
- Proven track-record of success in high pressure, time-constrained environments
- Top-tier organizational skills and attention to detail
- Self-starter and entrepreneurial nature
- Open to travel and work at client site
$300,000 - $375,000 a year
The City of New York and the State of California require Portage Point to provide compensation information for this role. This range represents the anticipated minimum and maximum base + bonus for this position based upon a good faith and reasonable estimate. The final compensation for this position will be set based on the applicant’s qualifications (education, training and/or experience related to this role), and therefore, may fall outside the range shown, depending on the circumstances.
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