Senior Associate, Transaction Advisory Services // Federal Mergers & Acquisitions (M&A) Tax

United States
Transaction Advisory Services /
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 Senior Associate, Federal M&A Tax that will assume a wide set of responsibilities including deal structuring, due diligence, tax modelling, post-deal integration, tax attribute management and tax technical documentation. The primary focus of this role will be on the US federal 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.

Responsibilities

    • Serve as a member of multiple client engagement teams, participating in various transaction-related tax functions
    • Perform US federal tax due diligence, tax structuring and tax modeling in connection with transactions across various industries with a focus on middle market private equity to help our clients manage risk and realize opportunities for incremental value
    • Identify issues affecting purchase price, deal structure or deal termination
    • Develop comprehensive solutions to complex transactional challenges, working directly with senior personnel at Portage Point and our clients
    • Advise clients on US federal income tax services including tax planning, tax research and tax structuring
    • Read and advise clients and counsel with respect to purchasing agreements
    • Identify and act as a liaison for prospective opportunities to provide additional services, such as tax attribution limitation calculations, entity rationalization, transaction cost review and other post-acquisition services
    • Draft clear and compelling reports outlining key observations and recommendations
    • Collaborate closely with performance improvement, transaction execution, restructuring and investment banking colleagues
    • Assist with developing internal training materials
    • 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

Qualifications

    • Bachelor’s degree from a top undergraduate program
    • JD or Master’s degree in taxation from a respectable institution preferred
    • 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 
    • Two plus years of tax advisory experience in a transaction / M&A tax practice within a global accounting firm, large law firm or similar consulting / advisory firm
    • Experience with US federal C corporations, S corporations, Partnerships and cross-border tax considerations
    • Proficiency with reorganizations, partnership modelling, consolidated returns, debt restructuring, bankruptcy matters, tax basis, earnings and profits and section 382 studies
    • Fundamental working knowledge of common non-income based federal, state and foreign tax regimes, including but not limited to sales / use, payroll, property and value add taxes
    • Strong current knowledge of US federal income tax, mergers, acquisitions and transaction services
    • Strong tax research skills and tax research tools
    • 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.

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