Remote US M&A Tax Associate

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

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.