Senior Associate, Tax Insurance
Advisor

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 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 to join our Tax Insurance Advisory team. In this role, you will support the placement of tax liability insurance for clients engaged in renewable energy, M&A, and other commercial transactions. This role involves advising our insurance clients regarding a wide range of potential tax risks to be insured.

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, and risk management in 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 structuring and analyzing tax insurance policies to address 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 insurance contract terms in collaboration.

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

• Contribute to client presentations, proposals, and insurance submissions.

• Coordinate with underwriters, 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+ years of experience in tax due diligence, deal structuring, or post-merger integration at a Big 4, corporate tax department, or law firm.

• 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.