Vice President, Transaction Advisory Services – State and Local Tax

Job overview

The Vice President, Transaction Advisory Services – State and Local Tax role is based in Philadelphia, PA, with in-office collaboration four days per week and client-site work as needed. Compensation is $300,000–$400,000 per year. Portage Point Partners’ Transaction Advisory Services team supports private equity sponsors, lenders, and corporate clients with financial, tax, and operational diligence. The vice president leads and supports tax diligence and transaction work, communicates state and local tax exposures, and prepares client-ready findings. The role also contributes to client relationships, business development, team development, and firm-building initiatives.

What you'll do

• Review tax returns, financial statements, and other documents to identify tax risks and opportunities
• quantify state income and non-income tax exposures
• draft client-ready diligence reports
• review tax aspects of financial models, purchase agreements, and structuring calculations
• support business development and client relationships
• coach junior team members
• lead or support internal training
• contribute to talent acquisition and firm-building.

What we're looking for

Skills & competencies

vice president

transaction advisory services

state and local tax

philadelphia pa

portage point partners

m&a tax

tax due diligence

tax exposure analysis

client reporting

team mentorship

four days in office

$300k–$400k annually

Work arrangement

• Weekend coverage required

Benefits & perks

• The posting states that comprehensive benefits and equity participation may be offered
• these are not reflected in the stated cash compensation range.

Why this role

The posting requires five or more years of relevant M&A tax practice experience and a CPA, JD, master’s in taxation, or LLM. Candidates must be in or willing to relocate to one of the listed cities, including Philadelphia.

About the employer

Portage Point Partners is hiring for this role. Industry: Tax Preparation Services. Sector: 54.