Senior Associate, Transaction Advisory Services // State & Local Tax (SALT) Mergers & Acquisitions (M&A)

United States
Transaction Advisory Services /
Transaction Advisory Services /
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 Senior Associate, SALT M&A that will assume a wide set of responsibilities across buy-side and sell-side transactions to assess client’s tax risks and opportunities by applying and interpreting income tax law and conducting comprehensive discussions with management and their advisors. The primary focus of this role will be on the SALT aspects of a transaction and related services. This role represents a unique opportunity for highly motivated professionals to collaborate closely with senior-level decision makers at middle market clients and contribute to the success of their growth strategies.


    • Develop comprehensive solutions to complex transactional challenges, working directly with senior personnel at Portage Point and our clients
    • Perform SALT due diligence, tax structuring and tax modeling in connection with transactions across various industries with a focus on the middle market
    • Advise clients on SALT income and indirect tax services including tax planning, tax research and tax structuring
    • Identify and act as a liaison for prospective opportunities to provide additional services, such as Section 382 and post-acquisition integration analysis from a SALT perspective
    • Draft clear and compelling reports outlining key takeaways
    • 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
    • Support business development, talent acquisition and firm development efforts
    • Contribute to creating a high-performing and inclusive culture


    • 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 
    • Four plus years of tax advisory experience in a SALT M&A tax practice within a Big 4 accounting firm
    • CPA or JD required
    • 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
$135,000 - $200,000 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.