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Portage Point Partners

Posted 3 months ago

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Senior Director, Transaction Advisory Services // Tax Reporting and Readiness

Los AngelesHybrid

AI Summary

Senior Director, Transaction Advisory Services (Tax Reporting and Readiness) advising private equity, lenders, and corporate clients on transaction-related tax accounting, post-close integration, audit and IPO readiness, and tax function transformation.

About this role

At 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 Senior Director, TAS Tax Reporting and Readiness role represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Senior Director will serve private equity, direct lenders and corporate clients by helping them navigate transaction-related tax accounting matters, post-close integration, audit support, sell-side and IPO readiness, carve-out issues and tax function support. The Senior Director will report directly to the TAS practice line leader and advise clients on issues related to tax reporting, tax operations and tax governance in connection with transactions, transformation and readiness events. This person will lead key initiatives, manage discrete workstreams and work closely with senior leaders across the firm. 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

  • Advise clients on tax reporting and transaction-related tax accounting matters arising from acquisitions, divestitures, carve-outs, restructurings, IPO readiness efforts and other corporate actions
  • Support clients with post-close integration of tax reporting processes, tax balances, tax attributes and related workstreams
  • Assist clients and engagement teams with carve-out tax reporting, separation issues and opening balance sheet considerations
  • Support audit readiness and auditor interaction with respect to transaction-related tax accounting issues, tax balances and related documentation
  • Assist clients with sell-side readiness and IPO readiness by identifying and helping address tax reporting, process, governance and documentation gaps that may affect diligence, audit, or transaction execution
  • Evaluate and improve tax reporting processes, close calendars, controls, governance frameworks and interaction models with incumbent tax preparers and auditors
  • Develop practical recommendations regarding tax data needs, reporting packs, account mapping and tax-sensitive close process design
  • Assess and support redesign of tax function roles, responsibilities, workflow and interaction models within finance organizations, including coordination with shared services, external preparers and auditors
  • Support tax function assessments and related advisory work concerning tax operating model, governance, readiness and process design
  • Review and analyze tax aspects of financial models, purchase agreements, transaction structures and related accounting conclusions
  • Draft clear, concise, client-ready reports, memoranda and presentations summarizing tax accounting issues, risks, observations and recommendations
  • Work with transaction tax, restructuring, PI and OCFO team members to integrate tax reporting, readiness and tax-operating-model considerations into broader advisory engagements
  • Provide coaching and mentorship to junior team members
  • Lead business development and client relationship efforts
  • Lead internal trainings and best practice sharing
  • Lead talent acquisition and firm-building initiatives
  • Contribute to a high-performing, inclusive and values-driven culture

    • Qualifications

  • Bachelor’s degree (preferably in Accounting) from a top undergraduate program; Master’s in Taxation or LLM is preferred
  • Active Certified Public Accountant (CPA) license is required
  • Located in or willing to relocate to Chicago, Dallas, Los Angeles, Nashville, 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
  • 10 plus years of relevant tax experience, including tax reporting and transaction-related tax accounting matters
  • Strong knowledge of ASC 740, tax reporting implications of transactions, tax attributes, reserves and tax balance sheet matters
  • Experience supporting audits, managing auditor requests and navigating close process and reporting issues
  • Public accounting tax experience preferred, with exposure to tax provision, compliance and tax accounting matters
  • In-house corporate tax experience preferred; candidates without in-house experience should demonstrate a strong understanding of corporate tax department operations, including close process, governance, auditor interaction and coordination with external preparers
  • Experience with post-close integration, carve-outs, sell-side readiness, IPO readiness, tax function assessments, tax process/governance design, or tax operating model support strongly preferred
  • Experience supporting sponsor-backed or private equity-backed companies preferred, including familiarity with fast-paced reporting and transaction environments
  • Advanced analytical and problem-solving skills, with the ability to synthesize complex information into actionable insights and strategies
  • Advanced Excel and data modeling capabilities, including large-scale data management and reporting
  • Superior written and verbal communication skills, including executive-ready presentation and reporting 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

    • Skills

    Advanced ExcelASC 740Audit SupportCarve-outsData ModelingIPO ReadinessPost-close IntegrationTax AccountingTax AttributesTax Balance SheetTax ComplianceTax GovernanceTax Operating ModelTax ProvisionTax Reporting

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