Senior Vice President, Transaction Advisory (SALT M&A)

Stout • Boston, NY

1d

About The Position

As a Senior Vice President in Stout’s growing State and Local Tax (SALT) M&A practice, this role serves as a senior advisor to private equity firms and corporate clients on state and local tax implications of complex transactions. The position leads buy-side and sell-side SALT due diligence, identifies potential tax exposures, evaluates transaction structures, and advises on tax considerations that may affect deal economics, negotiations, and post-transaction integration.

The Senior Vice President brings technical expertise in state income and franchise taxes, sales and use taxes, and other state and local tax matters. Responsibilities include evaluating historical tax compliance, identifying potential liabilities, assessing nexus and apportionment considerations, and advising on tax structuring and risk mitigation. The role also develops trusted client relationships, collaborates with transaction advisory and tax professionals, and translates complex tax findings into clear, actionable recommendations.

In addition to managing engagements, the position contributes to the growth of the SALT M&A practice through business development, mentoring junior professionals, and supporting broader practice initiatives. The role requires travel up to 50% based on client and engagement needs. Stout offers competitive compensation, benefits and wellness options, professional growth opportunities, flexible work schedules, and a discretionary time off policy. The estimated annual compensation range is $120,000 to $215,000, with anticipated eligibility to participate in an annual bonus plan.

Requirements

• Strong technical knowledge of state and local taxation, including state income and franchise taxes, sales and use taxes, nexus, apportionment, and related compliance matters.
• Significant experience supporting or leading SALT due diligence engagements for mergers, acquisitions, divestitures, or other complex transactions.
• Solid understanding of transaction structures, SALT due diligence processes, and identifying and quantifying potential tax exposures.
• Ability to analyze complex tax matters and assess their impact on transaction economics, negotiations, and deal structure.
• Strong analytical skills, commercial judgment, and a practical approach to complex client issues.
• Excellent written and verbal communication skills, including explaining technical tax findings to clients and senior stakeholders.
• Demonstrated ability to manage client relationships, oversee engagements, and contribute to business development.
• Ability to manage multiple projects, meet transaction-driven deadlines, and lead engagement teams.
• Strong organizational skills, attention to detail, and commitment to high-quality work.
• Professional presence, accountability, and a collaborative mindset.
• Willingness to travel up to 50% based on client and engagement needs.
• Bachelor’s or Master’s degree in Accounting, Taxation, Finance, or a related field.
• At least 7 years of relevant state and local tax experience, including SALT M&A due diligence, transaction advisory, or related tax consulting services.
• Experience managing SALT engagements, supervising team members, and developing client relationships.

Nice To Haves

• Master’s degree in Taxation or Juris Doctor (JD).
• Experience within a Big Four accounting firm, national accounting firm, or comparable professional services environment.
• CPA, JD, or other relevant professional credential.

Responsibilities

• Lead and manage buy-side and sell-side SALT due diligence engagements, including scoping, execution, technical analysis, and final deliverables.
• Advise private equity and corporate clients on state and local tax risks, exposures, and opportunities related to mergers, acquisitions, divestitures, and restructurings.
• Evaluate historical state and local tax compliance, including income and franchise taxes, sales and use taxes, gross receipts taxes, and other applicable taxes.
• Identify and quantify potential tax liabilities involving nexus, apportionment, filing positions, taxability, and historical compliance practices.
• Analyze state and local tax implications of proposed transaction structures and recommend strategies to address potential exposures.
• Review SALT-related purchase agreement provisions, including tax representations, warranties, indemnifications, and other transaction considerations.
• Prepare and review SALT due diligence reports, communicate findings, and present recommendations to clients and transaction stakeholders.
• Participate in client, management, and advisor meetings throughout due diligence.
• Collaborate with federal tax, transaction advisory, and other service teams to deliver coordinated advice throughout the transaction lifecycle.
• Manage multiple engagements and project teams while maintaining technical accuracy, quality, and client service.
• Develop and maintain relationships with private equity sponsors, corporate clients, attorneys, and other transaction professionals.
• Support business development by identifying opportunities, participating in client discussions, and contributing to proposals.
• Supervise, coach, and develop junior team members, and support recruiting and broader practice initiatives.
• Adapt to changing client priorities and transaction deadlines while maintaining technical quality and responsiveness.
• Take ownership of engagement responsibilities and client deliverables, providing practical, well-supported tax advice.

Benefits

• Competitive compensation.
• Benefits and wellness options tailored to support employees at every stage of life.
• Ongoing training, mentorship, employee resource groups, and clear performance feedback.
• Flexible work schedules.
• Discretionary time off policy.
• Anticipated eligibility to participate in an annual bonus plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior