Teams at Portage Point Partners

Serves as a strategic HR advisor to practice and functional leaders while owning employee relations, performance management, employee lifecycle operations, total rewards, compliance, and HR infrastructure. The role manages multi-state HR compliance, supports FINRA and broker-dealer requirements, improves HCM processes through automation and AI, contributes to engagement and learning initiatives, and mentors junior HR team members in a fast-paced professional services environment.

Leads federal transaction tax advisory engagements for private equity, lender, and corporate clients. Responsibilities include tax due diligence, transaction structuring, partnership tax analysis, financial and tax modeling, purchase agreement review, client-ready reporting, sell-side support, post-closing advisory, mentoring, training, and firm-building initiatives.

Lead state and local tax transaction advisory engagements for private equity, lender, and corporate clients. Responsibilities include tax due diligence, exposure analysis, reviewing transaction models and agreements, preparing client reports, supporting business development, mentoring staff, and contributing to training and firm-building initiatives. The role requires significant M&A tax experience, strong communication skills, and expertise in federal, state, and non-income tax matters.