Portage Point Partners is hiring a
Senior Associate, Transaction Advisory Services

Summary

The job is for a Senior Associate, Federal M&A Tax position at Portage Point Partners, a business advisory and investment banking firm. The role involves transactional tax functions, US federal tax due diligence, tax structuring, tax modeling, post-deal integration, tax attribute management, and tax technical documentation.

Requirements

• 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
• 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

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
• 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

Preferred Qualifications

JD or Master’s degree in taxation from a respectable institution

Benefits

$135,000 - $200,000 a year