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Director, Portfolio Tax Services (PTS) – Partnership Emphasis

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Location: Miami, FL, United States
Date Posted: Feb 8, 2024

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Director, Portfolio Tax Services (PTS) – Partnership Emphasis

Alvarez & Marsal’s Portfolio Tax Services team is composed of seasoned tax professionals experienced in providing tax compliance and consulting services to portfolio companies of private equity funds. Our professionals have significant experience supporting PE-backed companies organized as flow-through entities throughout the business lifecycle including M&A transactions, debt modification and refinancing, reorganization, restructuring, and ultimate exit.

What will you be doing?

As a Director for the Portfolio Tax Services practice, you will

  • Manage tax compliance and consulting projects for portfolio companies of private equity funds;
  • Manage company lifecycle events –e.g., partnership capital account maintenance, special allocations of income and liabilities, acquisitions, divestures, debt modifications, debt financed distributions, change of ownership, reorganization, restructuring, and exit;
  • Advise clients on tax implications of M&A deals;
  • Build client relationships and demonstrate a working knowledge of client businesses;
  • Conduct day-to-day management of accounts to ensure delivery of timely and accurate work product;
  • Supervise, develop, mentor, and motivate our Associate and Senior Associate team by actively participating in their advancement through on-the-job training, providing performance feedback, counseling, and fostering our team-based atmosphere; and
  • Assist with business development, including add-on business.

Who will you be working with?

We are not a typical tax firm. We are a group of entrepreneurial, action-oriented and results-oriented tax professionals who take a hands-on approach to solving our clients’ problems and helping them reach their potential.  We are nimble, resourceful, and proactive but adapt quickly when changes are needed. We offer you opportunities, not a playbook, and we reward you based on your achievements, not your tenure.

How will you grow and be supported?

As a demonstration of A&M’s strong commitment to its people, we offer benefits to support your career, personal and professional development. This includes an equity investment in a diversified financial services firm, the ability to invest in A&M private equity funds at beneficial terms, and a health and wellness program.  Click to learn about our commitment to your well-being. A&M recognizes that our people fuel our growth, and you and your team will be provided with the best available training and development resources, as well as networking opportunities. Learn more about why A&M is a great place to work.


  • Bachelor’s degree or Master’s degree in Accounting or Taxation required
  • CPA or Bar Admittance required
  • 8+ years’ of tax compliance and consulting experience in public accounting or professional services
  • This position will have significant executive experience, therefore, proven, excellent communication skills with management and clients are required

Compensation Statement:

The salary range is $130,000 - $175,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance.  Please ask your recruiter for details.


Diversity & Inclusion

A&M’s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.

Equal Opportunity Employer

It is Alvarez & Marsal’s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.

Unsolicited Resumes from Third-Party Recruiters

Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our Inclusive Diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

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