Senior Associate

Leo Berwick is an innovative mergers and acquisitions (M&A) 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.

Job Description

Leo Berwick is looking for a Senior Associate, 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 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 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 other Big 4 accounting firms and consulting practices. Less overhead means lower rates for our clients and higher compensation for you.

Salary

  • Base salary may range from $100,000 to $140,000 based on experience
  • All full-time employees are eligible for performance-based bonuses of up to 50% of base salary. With a maximum bonus, that could be total compensation of $150,000 – $210,000 per year!
  • Monthly fringe benefit stipend (up to $400) and reimbursement for cell phone service plan ($100)

Responsibilities

  • Oversee international and domestic M&A deals, including performing tax due diligence and tax structuring 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 Subchapter C, Subchapter K, inbound and outbound international tax issues
  • 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; provide tax opinion memorandums
  • Develop, motivate, and train Associates

Benefits

  • Unlimited paid time off
  • Flexible working arrangements – remote and location flexibility
  • Continuing education benefits
  • Childcare subsidies
  • Pension & retirement contributions
  • Monthly fringe benefit stipend (up to $400) and reimbursement for cell phone service plan ($100)

Requirements and Skills

  • Must have a JD or Master’s degree in Finance, Accounting, Tax Law, or a related field
  • Must have two (2) years of experience in tax due diligence, deal structuring, and post-merger integration at a Big 4, corporate tax department, or Big Law firm
  • Must have two (2) years of experience planning and executing projects, including managing budgets
  • Ability to communicate complex tax concepts to clients in a clear and concise manner
  • Strong writing, research, analytical, communication, and presentation skills
  • Ability to work in a fast-paced professional services environment
  • Attention to detail with a focus on quality
  • Strong leadership and organizational skills
  • Be deadline-conscious and results-driven
  • Be able to juggle multiple projects and meet deadlines
  • Critical-thinking self-starter

 Why Us?

  • Growing firm with a fun and hardworking team
  • Rapid promotion potential and travel opportunities
  • Great benefits offered to encourage you to take care of yourself physically and mentally
  • Unlimited paid time off
  • Lucrative bonus opportunities
  • Competitive compensation packages

How to Apply

Interested applicants may submit a resume to Jennifer Gilbert, (careers@leoberwick.com). Toni can also be contacted for further information about the role.

Leo Berwick provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.

Let’s work together.

You want an M&A tax expert who gets it. A commercially minded expert who understands deals, not just taxes. A partner who shares your drive for minimizing risk, maximizing value, and accelerating returns.

That’s Leo Berwick. The first call you make for any deal.