Portage Point Partners is hiring a
Senior Associate, Transaction Advisory Services // SALT M&A

Summary

The job is for a Senior Associate position in SALT M&A at Portage Point Partners, a business advisory and investment banking firm. The role involves working on buy-side and sell-side transactions, conducting SALT due diligence, tax structuring, and tax modeling, among other responsibilities. The job requires a Bachelor's degree from a top undergraduate program, at least 4 years of experience in SALT M&A tax practice within a Big 4 accounting firm, CPA or JD, and the ability to work collaboratively in a small team environment.

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
• 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

Responsibilities

• 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

Benefits

$135,000 - $200,000 a year