Director, Transaction Advisory Services // Mergers & Acquisitions ("M&A") Tax

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 and financial 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, transaction execution services, office of the CFO, performance improvement, interim management, investment banking, operational turnaround and financial restructuring. 

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 testimony to the firm’s focus on excellence, intensity and pace and attracting blue chip talent to deliver best-in-class solutions.

Portage Point’s Transaction Advisory Services ("TAS") practice supports private equity, direct lenders and corporate clients with financial, accounting, tax diligence / structuring, IT due diligence and data-driven analytics connected with mergers, acquisitions, divestiture and other corporate actions. This practice is currently seeking exceptional candidates to work on a variety of engagements across a diverse set of industries thus creating a unique opportunity for unconstrained personal and professional advancement. The expansion of the TAS practice is critical to Portage Point realizing its vision of becoming a full-service advisory firm.

The Director, TAS, M&A Tax will work in a fast-paced, rapidly growing practice and assume a wide set of responsibilities across buy-side and sell-side transactions, divestitures and carve outs working alongside our performance improvement, turnaround and restructuring and investment banking practices to assess a company’s tax risks and opportunities, applying and interpreting income tax law and conducting comprehensive discussions with management and their advisors. This role represents a unique opportunity for highly motivated professionals to increase value through thoughtful tax-advantaged transaction structuring. Qualified individuals should be prepared to work within a collaborative team environment to assess, identify and mitigate key tax exposure diligence and structuring related risks.

Responsibilities

• Working directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex transactional challenges 
• Leveraging tax technical knowledge to lead engagement teams in performing buy- and sell-side due diligence and developing tax-efficient acquisition and divestiture structures
• Conducting, developing, overseeing and reviewing tax due diligence, tax structuring and tax modeling workstreams including but not limited to identification and mitigation of relevant historical and projected tax risks, tax-advantage structuring, optimizing and preserving valuable tax attributes, mitigating tax costs related to cancellation of indebtedness income and worthless stock deduction analysis, conducting Section 382 and transaction cost analyses
• Managing various technical tax issues dealing with consolidated returns, S Corporations, partnerships and limited liability companies
• Identifying and analyzing tax risks and opportunities while advising both strategic and private equity buyers and sellers on alternative tax strategies for acquisition, disposition and restructuring of businesses
• Reviewing and analyzing merger agreements and providing opinion letters
• Expanding tax research skills through deep exploration of complex technical tax issues across a broad spectrum of tax law
• Teaching, guiding and coaching junior team members
• Drafting clear and concise reports outlining key takeaways
• Creating tax financial models
• Contributing to marketing and business development efforts
• Supporting practice development initiatives
• Collaborating closely with performance improvement, restructuring and investment banking colleagues

Qualifications

• Strong desire to be a part of and contribute to the growth of a high performing client focused team dedicated to individual and firm level achievements
• Bachelor’s degree from a top undergraduate program (accounting preferred)
• Located or willing to self-relocate to Atlanta, Chicago, Dallas, Los Angeles, New York or Philadelphia
• Nine plus years of tax advisory experience or a combination of audit, tax and financial due diligence experience within a Big 4 accounting firm
• CPA, JD, Masters in Taxation or LLM
• Knowledge of a broad range of corporate tax matters in various industries
• Proven ability to articulate complex information when providing crucial negotiation insights
• Technically competent across multiple US federal, international and state income tax disciplines
• Fundamental working knowledge of all or essentially all non-income based federal, state and foreign tax regimes, including but not limited to indirect, payroll, property and ad valorem taxes
• Understanding of US GAAP, including the accounting for income tax principles
• Experience with tax controversy and procedure
• High degree of maturity with a proven ability to interact with senior executives, private equity firms, lenders, lawyers and management teams
• Experience leading other professionals and acting in a manner that motivates, inspires and develops junior team members
• Proven leader in the delivery of high-quality work that exceeds client expectations
• Excellent written and verbal communication skills including strong email etiquette 
• Eagerness to be responsive at all times
• Proven track-record of success in high pressure, time-constrained environments
• Top-tier organizational skills and attention to detail
• Self-starter and entrepreneurial nature
• Open to travel and work at client site

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