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 and government who act as trusted advisers to our clients, adding value to their transactions at all stages. At Leo Berwick, we hire the best and the brightest. Our teams deliver a dedicated and customized service to every client.

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 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

• Unlimited paid time off, including 2 weeks of disconnected time each year
• Flexible working arrangements – remote and location flexibility
• Tuition reimbursement
• Attractive medical, dental insurance
• Pension & retirement contributions
• Monthly fringe benefit stipend (up to $500)
• Additional benefits to support your physical and mental wellness

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:

• 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

How to Apply:

Interested candidates may submit a cover letter, resume, and writing sample to Harneet Gill at careers@leoberwick.com.

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.