
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.
🕒 September 3
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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.
• Lead property tax consulting, assessment review, valuation, incentive, and appeal engagements across a diverse client portfolio • Serve as the primary day-to-day contact for clients, developing trusted relationships and managing expectations throughout engagements • Develop engagement strategies and oversee execution from planning through final delivery • Review complex property valuations, assessment analyses, modeling, appeal support, and client deliverables • Identify property tax savings opportunities, assessment risks, and strategic recommendations for clients • Manage multiple concurrent engagements while overseeing timelines, budgets, staffing, and quality control • Present findings and recommendations to client stakeholders, including executive leadership teams • Collaborate with colleagues across service lines to support broader transaction and advisory engagements • Mentor, coach, and develop Associates and Senior Associates through technical review, feedback, and professional guidance • Support recruiting, onboarding, and training initiatives within the practice • Contribute to proposal development, thought leadership, and market-facing initiatives • Identify opportunities to expand client relationships and support the continued growth of the Property Tax practice • Stay informed on emerging property tax legislation, assessment methodologies, valuation trends, and industry developments
• Bachelor's degree in Accounting, Finance, Economics, Real Estate, Law, Business, or a related discipline • 6-10 years of progressive experience in property tax consulting, assessment appeals, valuation advisory, state and local tax, or a related field • Demonstrated experience managing complex property tax engagements and client relationships • Strong understanding of property valuation methodologies, assessment practices, appeal processes, and jurisdictional property tax regulations • Proven ability to manage multiple projects and deliver high-quality work under tight deadlines • Experience reviewing the work of junior professionals and providing technical guidance and coaching • Strong analytical, research, problem-solving, and communication skills • Excellent written and verbal presentation skills, with the ability to distill complex technical matters into practical business advice • Experience within a Big 4, national consulting, appraisal, or specialized property tax advisory environment is strongly preferred • Professional designations such as CMI, CPA, ASA, MAI, CRE, JD, or equivalent are considered an asset • Experience supporting clients within energy, infrastructure, industrial, renewable energy, or other asset-intensive industries is highly desirable • Ability to travel throughout Canada and the United States as required
• 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
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