Associate/Senior Associate – US M&A Tax (India)

Leo Berwick; United States; Remote; USD 100,000 - 160,000; Full time

Benefits offered by this job

Bonus potential

Reimbursements for connectivity and/or

Coaching & development

Household support

Generous leave policy

Job summary

Leo Berwick is seeking an Associate/Senior Associate, US M&A Tax to support US tax diligence projects from our India location. You will review data rooms, organize requests, identify gaps, and assist with reports and agendas on live engagements for US stakeholders. Ideal candidates have 2–4 years of experience, a degree in accounting, and professional designations like CA/CPA/MBA; Big 4 experience is preferred.

Travel to Canada and the U.S. may be required.

Qualifications

• 2–4 years of relevant experience.
• Bachelor's degree in accounting or related field.
• CA, CPA, MBA, or similar designation preferred.
• Big 4, Big 8, or professional services experience preferred.

Responsibilities

• Review data rooms and source documents to organize and track tax and transaction information.
• Support Information Request Lists, trackers, schedules, data books, and summary tables.
• Identify missing information and follow-up items for the U.S. team.
• Assist with diligence agendas, report drafting, formatting, proofreading, and consistency checks.
• Perform tick-and-tie and validation checks across reports and analyses.
• Support internal and client-facing presentation materials as needed.
• Collaborate with U.S.-based senior team members to ensure timely execution on live engagements.

Skills

Detail-oriented

Deadline-driven

Cross-border teamwork

Independent work

Education

Bachelor's degree in accounting or related field

CA CPA MBA designation preferred

Job description

What we're looking for

• Leo Berwick is seeking an Associate/Senior Associate, US M&A Tax to support the execution of US M&A tax diligence projects from our India location. This role will support US stakeholders on live engagements by reviewing data rooms, organizing and tracking information requests, identifying documentation gaps, and assisting with the preparation of reports, agendas, and other transaction-related deliverables.

You’re the right fit for this role if –

• Are detail-oriented, organized, and deadline-driven
• Thrive in fast-paced, cross-border team environments
• Take ownership and deliver high-quality work independently
• Want to grow in a niche advisory area spanning engineering, tax, and transactions

What you'll do

• Review data rooms and source documents to organize and track tax and transaction-related information
• Support Information Request Lists, trackers, schedules, data books, and summary tables
• Identify missing information and follow-up items for the U.S. team
• Assist with diligence agendas, report drafting, formatting, proofreading, and consistency checks
• Perform tick-and-tie and validation checks across reports and supporting analyses
• Support internal and client-facing presentation materials as needed
• Work closely with U.S.-based senior team members to ensure timely, accurate, and high-quality execution across live engagements

What you bring

• 2-4 years of relevant experience
• Bachelor's degree in accounting or a related field
• CA, CPA, MBA, or similar designation preferred
• Big 4, Big 8, or professional services experience strongly preferred
• Strong attention to detail, organization, and ability to manage deadlines
• Comfortable working remotely with global teams in a U.S.-facing support model
• High degree of professionalism, integrity, and confidentiality
• Willingness to travel to Canada and the U.S.

Benefits & Perks India

We offer a comprehensive and flexible benefits package designed to support employee well-being and professional growth. This may include performance-linked bonuses, connectivity and work-related reimbursements, flexible allowances for health and wellness, coaching and development, household support, and family or pet care. Employees also benefit from a generous leave policy, including annual, sick, public holidays, and applicable statutory leave entitlements.