Senior Associate – US M&A State and Local Tax

Who we are:

Leo Berwick is an innovative mergers and acquisitions tax consulting firm. We are comprised of experienced advisors from global law and accounting 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, US M&A State and Local Tax to join our growing deal team.  

You’re the right fit for this role if you –

• You are a high performer and are consistently outperforming your peers, but your compensation does not reward your efforts and high performance. 

• You want to have more interaction with partners and clients.

• You currently work at a Big 4 firm, Big Law firm, or national law or accounting firm, and you’re tired of the administrative burden and bureaucracy.

• You want to learn from the best, help grow the practice, and be rewarded for your efforts.

Benefits & Perks

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

Responsibilities:

• Act as a trusted tax advisor to Leo Berwick clients, delivering high-quality, timely advice across complex transactions 
• Advise global private equity, infrastructure, and strategic clients on transaction-related SALT matters 
• Lead and support SALT diligence, structuring, modeling, and analysis across income/franchise, sales and use, property, and unclaimed property taxes 
• Collaborate with Federal M&A Tax colleagues on engagement delivery, proposals, and post‑merger integration opportunities 
• Build and maintain strong client relationships while supporting quantitative and qualitative analysis of transaction financials 
• Contribute to the growth and enhancement of the SALT practice, deal teams, and the broader firm 

Qualifications:

• Bachelor’s degree in finance, Accounting, or a related field (a JD or Master’s is considered an asset) 

• Prior experience in state and local tax at a Big 4 firm, national firm, Big Law firm, or corporate tax department with a strong preference for M&A tax experience.

• Excellent written, verbal, analytical, and research skills, with the ability to communicate clearly and concisely

• Proven ability to thrive in a fast‑paced professional services environment

• Detail‑oriented, quality‑focused, and results‑driven

• Strong leadership, organizational, and time‑management skills

• Critical‑thinking, self‑starting professional with a strong sense of ownership 

How to Apply:

• Email your application to careers@leoberwick.com
• Use the exact subject line: Your Name, SALT M&A Tax, Senior Associate
• Attach a PDF copy of your resume to the email.
• 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.