Vice President, US 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 partners with clients throughout the deal life cycle to maximize value, minimize risk, and achieve superior outcomes through tailored, high-impact advice. At Leo Berwick, we hire the best and the brightest. As a growth-stage company, we move quickly, work collaboratively, and value people who take initiative and thrive in a fast-paced environment. Our culture is grounded in high performance, continuous learning, and the shared ambition to build something exceptional together while delivering dedicated, customized service to every client.
Responsibilities
- 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 and Directors 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