Director – US M&A Tax

🕒 July 27

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Leo Berwick

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2021

💼 Consulting

💰 $75M Debt Financing - Leo Berwick on 2025-07

Consulting

Leo Berwick is a pure-play M&A advisory firm that provides tax, accounting and transaction advisory services to investors and corporate clients. The firm’s US and Canadian professionals work with infrastructure funds, private equity houses, portfolio companies, pension funds and corporate investors on buy-side and sell-side deals, integration & separation, modeling, tax, valuation, insurance and public–private partnership (P3) matters. Leo Berwick supports transactions across infrastructure, renewables, real estate, technology, telecommunications, healthcare, manufacturing and other sectors, and coordinates with a global alliance for deals outside North America.

📋 Description

• 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 • Review and draft tax opinion memoranda, including on complex technical topics such as Subchapter C/K, inbound/outbound, cross‐border issues • Collaborate with senior leadership (Partners, Managing Directors) on business development, identifying opportunities, leading proposals, cultivating client relationships • 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 • Mentor, develop, motivate, and train Vice Presidents and Senior Associates.

🎯 Requirements

• JD or Master’s degree in Finance, Accounting, Tax Law, or a related field • Minimum 5 years of experience in tax due diligence, deal structuring, and post-merger integration at a Big 4, corporate tax department, or Big Law firm • Minimum 5 years of experience planning and executing projects, including managing budgets • Ability to communicate complex tax concepts to clients in a clear and concise manner • Demonstrated track record of leading teams and projects, managing budgets and delivering results under tight deadlines • Strong communication skills – able to explain complex tax issues clearly to non‐technical stakeholders • Excellent writing, research, analytical, and presentation skills • High attention to detail; strong organizational skills; capacity to juggle multiple projects • A self‐starter mindset; comfortable operating with some ambiguity in fast‐paced deal environments.

🏖️ Benefits

• 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 $400) • Additional benefits to support your physical and mental wellness