Senior Associate, M&A Tax

Leo Berwick; New York (NY); Hybrid; USD 130,000 - 180,000; Full time

Benefits offered by this job

Unlimited paid time off

Remote and location flexibility

Tuition reimbursement

Medical, dental insurance

Pension & retirement contributions

Monthly fringe benefit stipend

Wellness programs

Enhanced Parental Leave Program

Job summary

Leo Berwick is seeking a Senior Associate in M&A Tax to oversee cross-border and domestic deals, delivering tax due diligence and structuring with a client-first approach.

Ideal candidates have 2+ years in tax due diligence and a track record in fast-moving deals, with strong communication and leadership skills to grow the practice and contribute to high-value client outcomes.

Qualifications

• JD or Master's degree in a related discipline.
• Minimum of 2 years' experience in tax due diligence, transaction structuring, and post-merger integration.
• Proven ability to plan and execute complex projects with budget management.
• Strong written and verbal communication with clients and internal stakeholders.
• Demonstrated success in a fast-paced professional services environment.

Responsibilities

• Oversee international and domestic M&A deals, including tax due diligence and tax structuring.
• Serve as a trusted advisor to Leo Berwick clients and partnerships.
• Provide timely, high-quality tax advice to exceed client expectations.
• Collaborate with Partners, Directors, and VPs on business development and technical tax issues.
• Address Subchapter C, Subchapter K, inbound/outbound tax issues in deals.
• Review and assist in quantitative/qualitative tax data analyses for transactions.
• Prepare tax opinions and review merger agreements and related documents.
• Develop, mentor, and train Associates as needed.

Skills

Tax due diligence

Transaction structuring

Post-merger integration

Leadership

Project management

Communication

Analytical thinking

Attention to detail

Time management

Education

JD or Master's in Finance, Accounting, Tax Law, or related discipline

Job description

About Leo Berwick

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.

What We’re Looking For

• Leo Berwick is looking for a Sr. Associate, M&A Tax

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. Our cash compensation packages are significantly higher than other Big 4 accounting firms and consulting practices. Less overhead means lower rates for our clients and higher compensation for you.

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
• Family-first benefits, including an enhanced Parental Leave Program with paid leave and parental leave top-up options for eligible employees

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.