Portage Point Partners
Senior Associate, Transaction Advisory Services // State & Local Tax (SALT)
Be an Early Applicant
The Senior Associate will perform due diligence, quantify tax exposures, draft reports, provide mentorship, and support business development in a high-performance environment.
At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and getting 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), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB), Valuations 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 TAS (SALT) Senior Associate role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. The Senior Associate 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 Senior Associate 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
- 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
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
- At least three 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
Top Skills
Excel
Tax Software
Similar Jobs
Big Data • Cloud • Fintech • Information Technology • Financial Services
Drive and manage testing processes and team efforts for Encore/ETS/Data Platform applications, ensuring data accuracy and quality throughout the software lifecycle. Participate in Agile methodologies, create test cases, and manage defect resolution while improving QA processes and design test plans.
Top Skills:
AlteryxEncoreFilezillaHadoopHiveHp AlmInformatica PowercenterPuttySpiratestSQLSQL ServerSquirrel Sql ClientWinscp
%20copy.jpg)
Software
The Senior Manager of Customer Operations will oversee day-to-day support operations, ensuring exceptional service and driving continuous improvement while managing support teams.
Top Skills:
Ai ToolsFintechSaaS
.png){kind=logo}
Fintech • Software • Financial Services
The Senior Data Analyst will support cloud migration, analyze financial data, create reports, collaborate with teams, and optimize data processes.
Top Skills:
BigQueryCloud StorageData StudioExcelGoogle Cloud PlatformLookerPower BIPythonRSQLTableau
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
