Vice President, M&A Tax

Who we are:

Leo Berwick is an innovative mergers and acquisitions 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.

What we’re looking for:

Leo Berwick is looking for a Vice President, 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.

    Benefits & Perks

    • Unlimited paid time off
    • Flexible working arrangements – remote and location flexibility
    • Tuition reimbursement
    • Childcare subsidies
    • Attractive medical, dental insurance
    • Pension & retirement contributions
    • Monthly fringe benefit stipend (up to $500)
    • Additional benefits to support your physical and mental wellness

    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 and Directors 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 Senior Associates and Associates

    Qualifications:

    • Must have a JD or Master’s degree in Finance, Accounting, Tax Law, or a related field
    • Must have four (4) 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 four (4) 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

    How to Apply:

    Interested candidates may submit a resume to Jennifer at careers@leoberwick.com. Jennifer can also be contacted for further information about the role.

    Equal Opportunity Statement

    Leo Berwick provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type with regard to race, age, ancestry, color, creed, disability status (physical or mental), gender, marital status, legally-protected medical condition (including pregnancy), national origin, religion, gender identity or expression, genetic information, sexual orientation, military, protected veteran status, or any other characteristic protected by applicable federal, state, or local laws.

    Let’s work together.

    You want an M&A expert who gets it. A commercially minded expert who understands deals. 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.