Senior Associate, M&A Tax

About the role

Leo Berwick is an innovative, commercially focused mergers and acquisitions advisory firm serving the world’s largest infrastructure funds, infrastructure and energy developers, pension funds, sovereign wealth funds, private equity firms and their portfolio companies, publicly listed corporations, and private strategic investors across a broad range of industries, with deep expertise in infrastructure and energy. Our team of more than 120 M&A advisory leaders and specialists from the Big Four and Big Law works with clients throughout the deal life cycle to maximize value, minimize risk, and achieve superior outcomes through tailored, high-impact advice.

What We’re Looking For

Leo Berwick is looking for a Sr. Associate, M&A Tax to join our growing deal team. You’re the right fit for this role if:

• You currently work at a Big 4 or Big Law firm in their transactional tax group, and you’re tired of the conflict-of-interest rules dictating which deals you work on and the red tape.
• You have M&A tax down to a fine art and dance circles around your peers, but you only earn a fraction more than them because of bureaucracy.
• You want to learn from the best, help grow the practice, and be rewarded for your efforts.

What You'll Do

Oversee international and domestic M&A deals, including performing tax due diligence and tax structuring services
Be a trusted advisor for every Leo Berwick client and partnership
Provide timely and quality tax advice, always aiming to exceed client expectations
Work closely with Partners, Directors and Vice Presidents on business development and various technical tax issues dealing with
Subchapter C, Subchapter K, inbound and outbound international tax issues
Review and assist clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction
Review tax aspects of merger agreements and legal documents; provide tax opinion memorandums
Develop, motivate, and train Associates as needed

What You Bring

• JD or Master’s degree in Finance, Accounting, Tax Law, or a related discipline.
• Minimum of 2 years’ experience in tax due diligence, transaction structuring, and post-merger integration within a Big 4 firm, corporate tax function, Big Law environment or you are someone with a federal tax background and a desire to move into M&A tax.
• Proven experience planning and executing complex projects, including budget management and prioritization.
• Ability to distill and communicate complex tax matters clearly and effectively to clients and internal stakeholders.
• Excellent written and verbal communication skills, with strong research, analytical, and presentation capabilities.
• Demonstrated success in a fast-paced, professional services environment with competing priorities.
• Exceptional attention to detail and commitment to high-quality work product.
• Strong leadership, organizational, and time-management skills.
• Results-oriented, deadline-driven, and comfortable managing multiple concurrent workstreams.
• Proactive, critical-thinking self-starter with sound judgment.

Benefits & Perks

• North America: Unlimited paid time off including 2 weeks of disconnected time each year, flexible working arrangements – remote and location flexibility, tuition reimbursement, attractive medical, dental insurance, pension & retirement contributions, monthly fringe benefit stipend (up to $400).
• Additional benefits to support your physical and mental wellness.

Equal Opportunity Statement

Leo Berwick provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type with regard to race, age, ancestry, color, creed, disability status (physical or mental), gender, marital status, legally-protected medical condition (including pregnancy), national origin, religion, gender identity or expression, genetic information, sexual orientation, military, protected veteran status, or any other characteristic protected by applicable federal, state, or local laws.