VP, Transaction Advisory & Tax Diligence

Portage Point Partners; New York (NY); Vor Ort; USD 300.000 - 400.000; Vollzeit

Benefits dieser Stelle

Equity participation

Comprehensive benefits

Zusammenfassung

Portage Point Partners is seeking a Vice President, TAS SALT to lead tax diligence for private equity sponsors, lenders, and corporate clients. You will oversee buy-side/sell-side work, post-closing integration, and OCFO support while mentoring junior staff.

Located in a high-performance, fast-moving environment, you will help build the TAS practice with emphasis on tax exposures, reporting, and branding initiatives across multiple client engagements.

Qualifikationen

• Bachelor’s degree from a top undergraduate program
• CPA, JD (with bachelor’s degree in accounting preferred), Master’s in Taxation or LLM
• Five plus years of relevant experience in a mergers & acquisitions tax practice at a Big Four accounting firm, Big Law firm or similar firm
• Knowledge of federal and state income tax, non-income tax and unclaimed property issues
• Ability to take information learned and calculate and communicate observations and recommendations
• Experience collaborating with clients to tailor project deliverables and branding initiatives
• Superior written and verbal communication skills, including executive-ready presentation and reporting
• Proven ability to thrive in lean, fast-moving teams
• High attention to detail, responsiveness and ownership mindset
• Track record of success in high-pressure, client-facing environments

Aufgaben

• Perform due diligence, including review of tax returns, financials and other documentation to identify and evaluate potential tax risks and opportunities
• Quantify state income and non-income tax exposures and communicate findings clearly to stakeholders
• Draft client-ready reports summarizing tax issues and attributes identified during diligence
• Review and comment on tax aspects of financial models, purchase agreements and structuring calculations
• Support business development and client relationship efforts, including participating in strategic branding initiatives to highlight TAS practice capabilities
• Provide coaching and mentorship to junior team members
• Lead or support internal trainings and best practice sharing
• Support talent acquisition and firm-building initiatives
• Contribute to a high-performing, inclusive and values-driven culture

Kenntnisse

Bachelor’s degree prerequisite

CPA

JD

Master’s in Taxation

LLM

Tax knowledge

Client-facing communication

Team leadership

Executive reporting

Ausbildung

Bachelor’s degree from a top undergraduate program

CPA

JD (with accounting bachelor’s)

Master’s in Taxation

LLM

Jobbeschreibung

Portage Point Partners is seeking a Vice President, TAS SALT to lead tax diligence for private equity sponsors, lenders, and corporate clients. You will oversee buy-side/sell-side work, post-closing integration, and OCFO support while mentoring junior staff.

Located in a high-performance, fast-moving environment, you will help build the TAS practice with emphasis on tax exposures, reporting, and branding initiatives across multiple client engagements.