Director, US M&A Tax

What we’re looking for

• Leo Berwick is looking for a Director, M&A Tax, to join our growing deal team. You have deep expertise in M&A tax, enjoy working on complex deals, and want the autonomy, opportunity, and recognition to truly make an impact.

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.

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.
• 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.

What you bring

• 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 & 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

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.