Senior Associate – Transactional Tax Advisory 

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:

We are looking for a detail-oriented and motivated Senior Associate (2-4 years experience) to join our Transactional Tax Advisory team. In this role, you will advise clients engaged in renewable energy, M&A, and other commercial transactions. This role involves advising our clients regarding a wide range of potential tax matters. You will work directly with clients to evaluate risks and opportunities across a spectrum of some of the most complex tax structures and do work that is more technical, impactful, and varied than what is typically available at traditional “large firms.” 

The ideal candidate brings a strong foundation of tax knowledge coupled with excellent written communication skills and creative problem-solving abilities Our practice focuses on renewable energy incentives, investment tax credits, as well as more traditional M&A and commercial transactions, our clients appreciate our commercial approach to managing complex tax risks in a sophisticated deal environments. This is an excellent opportunity for a junior professional with legal and/or tax experience who is eager to develop deep expertise across a wide range of tax topics. 

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

  • 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 are interested in a diverse tax practice where you will be tested and forced to quickly learn new tax concepts on a compressed timeline.
  • 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.

Benefits & Perks

  • J.D. or Master’s degree in Finance, Accounting, Tax Law, or related field.

  • 2 – 4 years of experience in tax memo and/or opinion drafting, due diligence, deal structuring, or integration at a Big 4 or other nationally-recognized accounting or advisory firm, corporate tax department, law firm, or in government tax advisor role.

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

  • Ability to communicate complex tax concepts clearly to clients.

  • Detail-oriented with strong organizational and leadership skills.

  • Able to manage multiple projects and deadlines in a fast-paced environment.

  • Critical-thinking self-starter with a collaborative, team-oriented mindset.

Responsibilities:

  • Assist in analyzing and addressing potential tax exposures for clients in renewable energy and transactional settings.

  • Review transaction agreements (e.g., partnership agreements, purchase agreements, tax equity documents, tax credit transfer agreements, and debt finance agreements) to help identify and assess tax risks.

  • Support negotiation of contract terms in collaboration with clients.

  • Conduct research and prepare client-ready memoranda and opinions on tax, issues affecting covered tax positions.

  • Contribute to client presentations, proposals, and submissions.

  • Coordinate with clients, investors, developers, and law firms to facilitate deal execution.

  • Track project timelines and manage transaction documentation to ensure smooth closing processes.

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, Transactional Tax Advisory, 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.