JD or Master's degree in Finance, Accounting, Tax Law, or related field
Minimum 4 years of experience in tax due diligence and deal structuring at a Big 4 or Big Law firm
Experience managing budgets and executing projects for at least 4 years
Ability to translate complex tax concepts into clear insights
Strong writing, research, analytical, communication, and presentation skills
Exceptional attention to detail and commitment to quality control
Demonstrated leadership in mentoring junior team members
Responsibilities
Oversee international and domestic M&A deals, including tax due diligence and structuring
Act as a trusted advisor for clients and partnerships
Provide timely, high-quality tax advice to exceed client expectations
Collaborate with Partners and Directors on business development and technical tax issues
Review tax data analysis in clients' financial projections for transactions
Evaluate tax aspects of merger agreements and provide opinion memorandums
Develop and train Senior Associates and Associates
Benefits
Unlimited paid time off, including 2 weeks of disconnected time annually
Flexible working arrangements with remote options
Tuition reimbursement for continued education
Comprehensive medical and dental insurance
Pension and retirement contributions
Monthly fringe benefit stipend up to $400
Additional benefits for physical and mental wellness
Enhanced Parental Leave Program with paid leave and top-up options
Full Job Description
Leo Berwick is looking for a Vice President, US 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.
What you'll do
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
What you bring
JD or Master's degree in Finance, Accounting, Tax Law, or a related field
Minimum 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 - Infrastructure experience would be considered an asset
4 years of experience planning and executing projects, including managing budgets
Translate complex tax concepts into clear, actionable insights for clients and stakeholders
Demonstrate strong writing, research, analytical, communication, and presentation skills
Operate effectively in a fast-paced, professional services environment, managing competing priorities
Uphold exceptional attention to detail and a commitment to technical excellence and quality control
Demonstrate strong leadership by mentoring junior team members and driving team performance
Take ownership of deliverables, ensuring timelines are met in a deadline-driven environment
Manage multiple engagements simultaneously, balancing client expectations and internal priorities
Apply critical thinking and sound judgment to solve complex problems and drive client outcomes proactively
Benefits & Perks North America
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
Family-first benefits, including an enhanced Parental Leave Program with paid leave and parental leave top-up options for eligible employees
