Managing Director, Transaction Advisory Services // Mergers & Acquisitions (M&A) Tax

United States

Transaction Advisory Services /

Hybrid

Portage Point Partners (Portage Point) is a business advisory, interim management and investment banking firm intensely focused on the middle market. Our blue chip team leverages bulge bracket experience in consulting, operations, finance, accounting, investment banking and investing to provide unmatched transactional, operational, financial and strategic perspectives to middle market stakeholders. The Portage Point cross-functional platform is uniquely architected to offer fully integrated capabilities and solutions that identify value capture, mitigate risk and positively impact outcomes at every stage of the ever-changing middle market business lifecycle. From ideation to monetization, Portage Point delivers excellence across transaction advisory services (TAS), transaction execution services (TES), office of the CFO (OCFO), performance improvement (PI), interim management (IM), investment banking (IB) and turnaround and financial restructuring (TRS).

Recognized for accelerated growth, Portage Point Partners is consistently featured in rankings from Inc. 5000, The Financial Times and Consulting Magazine. This recognition is a testament to the firm’s focus on excellence, intensity and pace and ability to attract blue chip and bulge bracket talent committed to delivering impactful solutions.

The TAS team supports private equity, direct lenders and corporate clients with financial, tax and operational due diligence, analytics and accounting connected with mergers, acquisitions, divestiture and other corporate actions. TAS offers distinctive transactional perspectives across a variety of industries that drive value throughout the deal continuum and investment lifecycle. Our entrepreneurial model encourages team members to take on significant responsibility beyond their prior experience level, creating opportunity for unconstrained personal and professional advancement.

The TAS practice is currently seeking a Managing Director, TAS // M&A Tax with extensive federal M&A and tax structuring experience 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 leader will 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 a highly motivated professional to increase value through thoughtful tax-advantaged transaction structuring. Qualified individuals will work within a collaborative team environment to assess, identify and mitigate key tax exposure diligence and structuring related risks. The Managing Director, TAS // M&A Tax leader should be prepared to work within a small, collaborative team environment to manage discrete workstreams.

Responsibilities

Develop comprehensive solutions to complex transactional challenges by working directly with senior personnel at Portage Point and our clients
Perform tax due diligence, tax structuring and tax modeling in connection with transactions across various industries with a focus on middle-market
Identify and analyze 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
Leverage tax technical knowledge to lead engagement teams in performing buy- and sell-side due diligence and developing tax-efficient acquisition and divestiture structures
Conduct, develop, oversee and review 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
Manage various technical tax issues dealing with consolidated returns, S Corporations, partnerships and limited liability companies
Review and analyze merger agreements and providing opinion letters
Expand tax research skills through deep exploration of complex technical tax issues across a broad spectrum of tax law
Review complex tax financial models
Contribute to the origination and selling of projects including experience pitching to or partnering with senior executives, private equity firms, corporate and other related buyers
Participate in cross-selling of other services offered by the firm
Participate in strategic marketing and branding initiatives to highlight the firm’s M&A Tax practice capabilities
Collaborate closely with performance improvement, restructuring and investment banking colleagues
Provide professional development coaching to junior team members
Share and manage best practices as well as lead internal trainings where required
Lead talent acquisition and firm development efforts
Contribute to creating a high-performing and inclusive culture

Qualifications

Bachelor’s degree from a top undergraduate program
Located or willing to relocate to Atlanta, Chicago, Dallas, Los Angeles, New York or Philadelphia
Invested in a team-based culture that involves in office four days per week and willing to work at client sites as needed
15 plus years of tax advisory experience or a combination of audit, tax and financial due diligence experience within a Big 4 accounting firm
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
Ability to successfully work in a small, collaborative team environment
High degree of maturity with a proven ability to interact with senior executives, private equity firms, lenders, lawyers, middle managers and line workers
Effectively communicates analysis through Microsoft Word, Excel, Outlook and PowerPoint including high-quality messaging, structure and formatting
Eagerness to be responsive at all times
Proven track-record of success in high pressure, time-constrained environments
Excellent written and verbal communication skills including strong e-mail etiquette
Top-tier organizational skills and attention to detail
Self-starter and entrepreneurial spirit

$550,000 - $900,000 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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