Senior Director, Transaction Advisory Services // Tax Reporting and Readiness
Portage Point PartnersAbout the role
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
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