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Leo Berwick · 3 days ago

Senior Associate, Transactional Tax Advisory

United States

Full-time

Remote

Mid, Senior Level

2+ years exp

Leo Berwick is an innovative mergers and acquisitions tax consulting firm seeking a detail-oriented and motivated Senior Associate for their Transactional Tax Advisory team. In this role, you will advise clients on a wide range of tax matters related to renewable energy and commercial transactions, working directly with clients to evaluate risks and opportunities in complex tax structures.

AdviceFinanceFinancial ServicesManagement Consulting

Hiring Manager

Harneet Gill

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

Qualification

Tax LawDue DiligenceDeal StructuringAnalytical SkillsWriting SkillsPresentation SkillsResearch SkillsOrganizational SkillsLeadership SkillsCritical ThinkingTeam-oriented Mindset

Required

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