Senior Property Tax Associate — M&A Advisory, Remote

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 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.