Jobs at Leo Berwick

Leads complex financial modeling and transaction advisory engagements focused on infrastructure, renewables, and energy transition. Oversees cash flow models, scenario analysis, valuations, methodologies, quality standards, and client deliverables. Partners with senior stakeholders to translate transaction objectives into decision-ready insights, manages multiple engagements, and advises on assumptions and modeling approaches. Develops best practices while mentoring Vice Presidents and Senior Associates and contributing to the growth of the financial modeling practice.

Lead financial modeling for infrastructure, renewables, and energy-transition M&A transactions. Responsibilities include building and operating greenfield deal models, reviewing model formulas and structural risks, performing valuation analyses, preparing client reports and presentations, advising transaction stakeholders, and validating models for accuracy, quality, regulatory compliance, and client requirements. The role also collaborates with legal and tax teams and requires travel within Canada and the United States.

Lead UK and cross-border M&A tax transactions across infrastructure and energy transition. Responsibilities include tax due diligence, deal structuring, reviewing tax opinions and transaction documents, analyzing tax data in financial models, managing client relationships, developing business, shaping the practice, and mentoring senior staff. The role also contributes to technical thought leadership and requires strong leadership, communication, analytical, and organizational skills.

Vice President, M&A Tax will support U.S. transaction tax engagements from Gurugram, performing tax due diligence, analyzing tax risks and exposures, reviewing financial and legal documents, modeling transaction scenarios, assisting with deal structuring, and preparing client deliverables. The role also supervises junior staff, manages workflows and deadlines, establishes quality standards, and coordinates with U.S.-based engagement leaders and deal teams.

The Chief of Staff will advise the Managing Partner, coordinate firm-wide strategic initiatives, and establish operating rhythms, KPI dashboards, governance reporting, and repeatable workflows. Responsibilities include managing cross-functional programs, preparing board and investor materials, improving prioritization and handoffs, leading change adoption, and supporting people and culture initiatives. The role requires strong judgment, communication, data analysis, and experience using AI-enabled productivity tools.

Lead domestic and international M&A tax engagements, including tax due diligence, deal structuring, post-merger integration, tax modeling, merger agreement reviews, and tax opinion memorandums. Advise clients on Subchapter C, Subchapter K, and inbound and outbound international tax matters. Partner with senior leaders on business development, manage multiple engagements and budgets, and mentor Associates and Senior Associates while ensuring high-quality, timely deliverables.

Oversee domestic and international M&A transactions, providing tax due diligence, transaction structuring, tax advice, quantitative analysis, and review of merger agreements and tax opinions. Advise clients on Subchapter C, Subchapter K, and international tax matters, collaborate with senior deal professionals, support business development, and develop junior associates.

Leads UK and cross-border M&A tax transactions across infrastructure and energy transition. Responsibilities include tax due diligence, deal structuring, tax opinion memoranda, transaction-document review, financial-model tax analysis, client relationship management, business development, technical thought leadership, and mentoring senior team members.