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Vice President, Transaction Advisory Services // State & Local Tax (SALT)
Vice President, Transaction Advisory Services // State & Local Tax (SALT)Portage Point Partners • Dallas, TX, US
Vice President, Transaction Advisory Services / / State & Local Tax (SALT)

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

Portage Point Partners • Dallas, TX, US
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Vice President, Transaction Advisory Services / / State & Local Tax (SALT)

Chicago / Dallas / Los Angeles / New York / Philadelphia

Transaction Advisory Services / Hybrid

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.

Responsibilities

  • 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

Qualifications

  • Bachelor's degree from a top undergraduate program
  • Located in or willing to relocate to Chicago, Dallas, Los Angeles, New York or Philadelphia
  • Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed
  • 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 4 firm, Big Law firm or similar firm
  • Knowledge 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 situations
  • Ability to take information learned and calculate and communicate clear and concise observations, exposures and recommendations
  • Experience collaborating with clients to identify needs and tailor project deliverables; interest in contributing to branding and business development initiatives
  • Strong executive presence and communication skills
  • 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

    • $250,000 - $350,000 a year

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    Vice President • Dallas, TX, US