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

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.

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

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 Boston, 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) or 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