Senior Associate – Canadian M&A Tax 

Who we are:

Leo Berwick is an innovative mergers and acquisitions tax advisory firm. We are comprised of experienced advisors from global Big 4 and Big Law firms that add value to transactions as trusted partners throughout the deal life cycle. At Leo Berwick, we hire the best and the brightest. Our teams deliver a dedicated and customized service to every client.

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.

What we’re looking for:

Leo Berwick is looking for a Senior Associate, Canadian M&A Tax to join our growing deal team.

You’re the right fit for this role if –

• You currently work at a Big 4 or mid-tier firm in their transactional tax group, and you’re tired of the independence and 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 Big 4 accounting firms and other consulting practices. Less overhead means lower rates for our clients and higher compensation for you.

• You have experience with energy, infrastructure and renewables transactions.

Benefits & Perks

• Unlimited paid time off including 2 weeks of disconnected time annually

• Flexible working arrangements – remote and location flexibility

• Tuition reimbursement

• Attractive medical and dental insurance

• Pension & retirement contributions

• Monthly fringe benefit stipend (up to $400)

• Additional benefits to support your physical and mental wellness

Responsibilities:

• Lead inbound, outbound, and domestic M&A deals, including performing tax structuring, tax modelling, tax due diligence and other tax advisory 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 inbound, outbound, and domestic M&A transactions, clean economy tax credits and tax insurance.

• 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; tax structuring, tax modelling, tax due diligence and other and other tax advisory services, write tax memorandums.

• Develop, motivate, and train Associates.

Qualifications:

• Big 4 experience preferred or mid-tier with a focus on M&A tax
• CPA, JD, or Master’s degree in Finance, Accounting, Tax Law, or a related field

• Minimum 2 years’ experience in tax structuring, tax due diligence, modeling, and advisory services

• Proven experience planning and delivering projects, including budget, billing, and collections management

• Ability to clearly communicate complex tax concepts to clients

• Strong analytical, research, writing, communication, and presentation skills

• Detail-oriented, deadline-driven, and results-focused, with the ability to manage multiple priorities in a fast-paced professional services environment.

• Strong leadership, organizational, and tax modeling capabilities; a proactive, critical-thinking self-starter.

How to Apply:

To be considered for this opportunity, please carefully follow these application instructions:  

• Email your application to careers@leoberwick.com 

• Use the exact subject line: Your Name, Senior Associate, Canadian M&A Tax

• Attach a PDF copy of your resume to the email. (Resumes in other formats will not be considered.) 

• Share one to two sentences about why you’re interested in this role  

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.