Senior Associate, M&A Tax

Leo Berwick

42d•Remote

About The Position

Leo Berwick is looking for a Sr. Associate, M&A Tax to join our growing deal team. This role is ideal for individuals currently working in transactional tax groups at Big 4 or Big Law firms who are seeking to escape conflict-of-interest rules and bureaucracy. The position offers the opportunity to work on a variety of deals, learn from experienced professionals, grow the practice, and receive significantly higher cash compensation compared to traditional Big 4 firms. The company's lower overhead allows for more competitive client rates and higher employee compensation.

Requirements

JD or Master’s degree in Finance, Accounting, Tax Law, or a related discipline.
Minimum of 2 years’ experience in tax due diligence, transaction structuring, and post-merger integration within a Big 4 firm, corporate tax function, Big Law environment or you are someone with a federal tax background and a desire to move into M&A tax.
Proven experience planning and executing complex projects, including budget management and prioritization.
Ability to distill and communicate complex tax matters clearly and effectively to clients and internal stakeholders.
Excellent written and verbal communication skills, with strong research, analytical, and presentation capabilities.
Demonstrated success in a fast-paced, professional services environment with competing priorities.
Exceptional attention to detail and commitment to high-quality work product.
Strong leadership, organizational, and time-management skills.
Results-oriented, deadline-driven, and comfortable managing multiple concurrent workstreams.
Proactive, critical-thinking self-starter with sound judgment.

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 as needed