Senior Associate, Property Tax

Leo Berwick; Northern (KY); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Monthly fringe benefit stipend

Unlimited PTO

Pension & retirement contributions

Remote & flexible working

Job summary

Leo Berwick is an innovative M&A advisory firm seeking a Property Tax Senior Associate to lead complex industrial property tax engagements across buy-side and sell-side deals. You'll work with Managers, Directors, and Partners to deliver value-added property tax advice throughout the transaction lifecycle.

You’re the right fit if you bring Big 4 or mid-tier experience, exposure to energy/infra, and a client-focused entrepreneurial mindset.

Qualifications

• Bachelor’s degree in accounting, Finance, Economics or related discipline.
• 3–5 years of complex industrial property tax experience and appeal work.
• Excellent analytical, research, and communication skills.
• Highly organized with the ability to manage multiple projects under tight deadlines.
• CPA, JD, or CMI designation strongly preferred.
• Exposure to infrastructure, energy, oil & gas, and renewables, a plus.
• Collaborative team player with a growth mindset.
• Able to travel within the USA and Canada as necessary.

Responsibilities

• Support transaction tax due diligence and property tax modeling for clients.
• Analyze target company tax positions and prepare due diligence reports and findings summaries.
• Assist in the design and implementation of tax-efficient deal structures.
• Perform technical tax research and draft client-ready memoranda.
• Collaborate across cross-border teams and functions (e.g., due diligence, legal, tax assessment).
• Support property tax appeals and other tax minimization strategies.
• Manage portions of engagements and contribute to process improvements.
• Assist in the analysis of property tax insurance submissions.

Skills

Analytical skills

Research skills

Communication skills

Organizational skills

Travel availability

Client-focused mindset

Negotiation skills

Collaboration

Education

Bachelor’s degree in accounting, Finance, Economics

Job description

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

As we continue to grow, we’re seeking a Property Tax Senior Associate to join our team. This role is ideal for a high-performing tax professional who thrives in fast-paced, deal-driven environments and wants to build a career at the intersection of tax and transactions.

As a Senior Associate, you’ll play a key role in the delivery of complex industrial property tax consulting for buy-side and sell-side M&A tax advisory engagements, including assisting with tax appeals and other property tax minimization strategies. You’ll work closely with Managers, Directors, and Partners to provide value-added property tax advice to clients during the transaction lifecycle.

You’re the right fit for this role if –

• Thrive in a fast-paced, deal-focused environment and enjoy tackling complex property tax issues.
• Bring a Big 4 or mid-tier experience and want to apply it in a more agile, entrepreneurial firm.
• Having experience in energy, oil & gas, infrastructure, utility, renewables, and/or other complex industrial consulting, valuation, and appeal work is highly valued.
• Have attended IPT events, such as property tax schools and symposiums, and/or the Wichita Conference.
• Ability to combine strong technical skills with a commercial, client-focused entrepreneurial mindset.
• Are collaborative, curious, and comfortable working through ambiguity.
• Take ownership, deliver on deadlines, and find solutions independently.
• Want to learn from top tax leaders, help grow the practice and be rewarded for impact.

What you'll do

• Support transaction tax due diligence and property tax modeling for clients.
• Analyze target company tax positions and prepare due diligence reports and findings summaries.
• Assist in the design and implementation of tax-efficient deal structures.
• Perform technical tax research and draft concise, client-ready memoranda.
• Collaborate across cross-border teams and functions (e.g., financial due diligence, legal, tax assessment).
• Support property tax appeals and other tax minimization strategies.
• Manage portions of engagements and contribute to process improvements, including knowledge-sharing within the tax team.
• Assist in the analysis of property tax insurance submissions.

What you bring

• Bachelor’s degree in accounting, Finance, Economics, or a related discipline.
• 3–5 years of complex industrial property tax experience and appeal work.
• Excellent analytical, research, and communication skills.
• Highly organized with the ability to manage multiple projects under tight deadlines.
• Experience at a Big 4 or mid-tier accounting or advisory firm is a plus.
• CPA, JD, or CMI designation (or eligibility) strongly preferred.
• Exposure to infrastructure, energy, oil & gas, and renewables, a plus.
• Collaborative team player with a growth mindset.
• Excellent interpersonal, negotiation and conflict resolution skills.
• The successful candidates must be able to travel within the USA and Canada as necessary.
• Unlimited paid time offincluding 2 weeks of disconnected time each year
• Flexible working arrangements – remote and location flexibility
• 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.