Vice President, Transaction Advisory Services // State & Local Tax (SALT)

Chicago / Dallas / Los Angeles / Nashville / New York / PhiladelphiaAmerica – Transaction Advisory Services /Tax /HybridAt Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).The TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point’s entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision.The Vice President, TAS SALT role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. The Vice President role is foundational to our ability to deliver integrated strategy, financial, and operational solutions across key practice areas while serving private equity firms, direct lenders, and corporate clients. The Vice President will report directly to senior leaders and will oversee a broad range of responsibilities across buy-side and sell-side transactions, post-closing integration, restructuring and OCFO support. You will support key initiatives, assist with discrete workstreams, and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.ResponsibilitiesPerform due diligence, including review of tax returns, financials, and other documentation to identify and evaluate potential tax risks and opportunitiesQuantify state income and non-income tax exposures and communicate findings clearly to stakeholdersDraft client-ready reports summarizing tax issues and attributes identified during diligenceReview and comment on tax aspects of financial models, purchase agreements and structuring calculationsSupport business development and client relationship efforts, including participating in strategic branding initiatives to highlight TAS practice capabilitiesProvide coaching and mentorship to junior team membersLead or support internal trainings and best practice sharingSupport talent acquisition and firm-building initiativesContribute to a high-performing, inclusive and values-driven cultureQualificationsBachelor’s degree from a top undergraduate programLocated in or willing to relocate to Chicago, Dallas, Los Angeles, Nashville, New York or PhiladelphiaInvested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as neededCPA, JD (with bachelor’s degree in accounting preferred), Master’s in Taxation or LLMFive plus years of relevant experience in a mergers & acquisitions tax practice at a Big 4 firm, Big Law firm or similar firmKnowledge of, and experience with, federal and state income tax, non-income tax, and unclaimed property issues, with the capability to perform research and effectively apply knowledge and experience to client situationsAbility to take information learned and calculate and communicate clear and concise observations, exposures and recommendationsExperience collaborating with clients to identify needs and tailor project deliverables; interest in contributing to branding and business development initiativesSuperior written and verbal communication skills, including executive-ready presentation and reporting skillsProven ability to thrive in lean, fast-moving teamsHigh attention to detail, responsiveness and ownership mindsetTrack record of success in high-pressure, client-facing environments$300,000 - $400,000 a yearIn accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.