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Full-time
bachelor degree, professional certificate, postgraduate degree
Performance-linked Bonuses, Connectivity And Work-related Reimbursements, Health And Wellness Allowances, Coaching And Development, Household Support, Family Or Pet Care
Posted 43d ago
~40 hrs/week
Remote in India
Responsibilities
Support US M&A tax diligence projects by reviewing data rooms and tracking information requests. Assist in the preparation of reports, agendas, and validation checks to ensure high-quality execution of live engagements.
Requirements
Requires 2-4 years of relevant experience and a bachelor's degree in accounting or a related field. Professional certifications like CA, CPA, or MBA and experience in Big 4 or professional services are strongly preferred.
Full job description
What we’re looking for
Leo Berwick is seeking an Associate/Senior Associate, US M&A Tax to support the execution of US M&A tax diligence projects from our India location. This role will support US stakeholders on live engagements by reviewing data rooms, organizing and tracking information requests, identifying documentation gaps, and assisting with the preparation of reports, agendas, and other transaction-related deliverables.
You’re the right fit for this role if –
Are detail-oriented, organized, and deadline-driven
Thrive in fast-paced, cross-border team environments
Take ownership and deliver high-quality work independently
Want to grow in a niche advisory area spanning engineering, tax, and transactions
What you'll do
Review data rooms and source documents to organize and track tax and transaction-related information
Support Information Request Lists, trackers, schedules, data books, and summary tables
Identify missing information and follow-up items for the U.S. team
Assist with diligence agendas, report drafting, formatting, proofreading, and consistency checks
Perform tick-and-tie and validation checks across reports and supporting analyses
Support internal and client-facing presentation materials as needed
Work closely with U.S.-based senior team members to ensure timely, accurate, and high-quality execution across live engagements
What you bring
2–4 years of relevant experience
Bachelor’s degree in accounting or a related field
CA, CPA, MBA, or similar designation preferred
Big 4, Big 8, or professional services experience strongly preferred
Strong attention to detail, organization, and ability to manage deadlines
Comfortable working remotely with global teams in a U.S.-facing support model
High degree of professionalism, integrity, and confidentiality
Willingness to travel to Canada and the U.S.
Benefits & Perks India
We offer a comprehensive and flexible benefits package designed to support employee well-being and professional growth. This may include performance-linked bonuses, connectivity and work-related reimbursements, flexible allowances for health and wellness, coaching and development, household support, and family or pet care. Employees also benefit from a generous leave policy, including annual, sick, public holidays, and applicable statutory leave entitlements.
Leo Berwick is a commercially focused deal advisory firm supporting the needs of the world’s largest infrastructure funds, infrastructure and energy developers, pension funds, sovereign wealth funds, private equity firms and their portfolio companies, publicly listed corporations, and private strategic investors across all sectors, with deep expertise in infrastructure and energy. The firm’s team includes more than 120 M&A advisory leaders and specialists from the Big Four and Big Law. Leo Berwick is known for assisting clients to maximize value, minimize risk, and achieve superior returns at every stage of the deal life cycle.
For more information, visit leoberwick.com.
Offices: 475 5th Ave, 2100, New York, NY 10017, US · 100 King St W, 7080, Toronto, Ontario M5X 2A2, CA · 375 Water St, 375, Vancouver, British Columbia V6B 5C6, CA · 1388 Sutter St, Suite 508, San Francisco, California 94109, US · 220 N Green St, Suite 206, Chicago, Illinois 60607, US
Trusted Deal AdvisoryConsultingInfrastructureRenewablesPrivate EquityEnergyM&A AdvisoryM&A Tax Advisoryand State and Local Tax
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