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Portage Point Partners · 4 months ago

Senior Associate, Transaction Advisory Services // State & Local Tax (SALT)

United States

Full-time

Remote

Mid, Senior Level

$185K/yr - $220K/yr

2+ years exp

Portage Point Partners is a rapidly growing consultancy recognized for its excellence and commitment to delivering best-in-class outcomes. The Senior Associate, Transaction Advisory Services (SALT) role offers the opportunity to lead due diligence efforts, support private equity firms, and contribute to various tax-related responsibilities while working closely with senior leaders.

ConsultingFinancial ServicesVenture Capital

H1B Sponsor Likely

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

Provide coaching and mentorship to junior team members

Lead or support internal trainings and best practice sharing

Support business development and client relationship efforts, including participating in strategic branding initiatives to highlight TAS practice capabilities

Support talent acquisition and firm-building initiatives

Contribute to a high-performing, inclusive and values-driven culture

Qualification

CPAMergers & AcquisitionsFederalState Income Tax’s in TaxationLLMClient Relationship ManagementCommunication SkillsTeam CollaborationAttention to Detail

Required

Bachelor's degree from a top undergraduate program

Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach 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

At least 2 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

Company

Portage Point Partners

Portage Point is an interim management, advisory and investment firm.

Founded in 2016

Chicago, Illinois, USA

51-200 employees

https://portagepointpartners.com

H1B Sponsorship

Portage Point Partners has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (3)

2024 (1)