Property Tax Strategy Lead - Remote & Flexible

Leo Berwick is an innovative, commercially focused mergers and acquisitions advisory firm serving 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 a broad range of industries, with deep expertise in infrastructure and energy. Our team of more than 120 M&A advisory leaders and specialists from the Big Four and Big Law partners with clients throughout the deal life cycle to maximize value, minimize risk, and achieve superior outcomes through tailored, high-impact advice. At Leo Berwick, we hire the best and the brightest. As a growth-stage company, we move quickly, work collaboratively, and value people who take initiative and thrive in a fast-paced environment. Our culture is grounded in high performance, continuous learning, and the shared ambition to build something exceptional together while delivering dedicated, customized service to every client. What we’re looking for As we continue to grow, we're seeking a Vice President to join our Property Tax practice. This role is ideal for an experienced property tax professional who thrives in complex consulting environments and enjoys balancing technical problem solving, client leadership, and team development. You will lead engagements from strategy through execution, working directly with sophisticated clients while helping to develop the next generation of professionals within our practice. You will serve as a trusted advisor to clients navigating property tax challenges across a variety of industries, including energy, infrastructure, industrial, renewables, and other asset-intensive sectors. You will be responsible for managing engagements, reviewing complex analyses, developing recommendations, and ensuring clients receive practical solutions that create measurable value. You’re the right fit for this role if – Enjoy solving complex property tax challenges and delivering strategic advice to clients. Have experience leading assessment reviews, appeals, valuation analyses, and consulting engagements. Thrive in fast-paced environments where no two client situations are the same. Can confidently manage multiple priorities while maintaining exceptional quality standards. Enjoy mentoring and developing high-performing professionals. Are equally comfortable discussing technical issues with specialists and business issues with executives. Bring an entrepreneurial mindset and are excited by the opportunity to help grow a specialized consulting practice. Value ownership, accountability, collaboration, and continuous improvement. What you'll do Lead property tax consulting, assessment review, valuation, incentive, and appeal engagements across a diverse client portfolio. Serve as the primary day-to-day contact for clients, developing trusted relationships and managing expectations throughout engagements. Develop engagement strategies and oversee execution from planning through final delivery. Review complex property valuations, assessment analyses, modeling, appeal support, and client deliverables. Identify property tax savings opportunities, assessment risks, and strategic recommendations for clients. Manage multiple concurrent engagements while overseeing timelines, budgets, staffing, and quality control. Present findings and recommendations to client stakeholders, including executive leadership teams. Collaborate with colleagues across service lines to support broader transaction and advisory engagements. Mentor, coach, and develop Associates and Senior Associates through technical review, feedback, and professional guidance. Support recruiting, onboarding, and training initiatives within the practice. Contribute to proposal development, thought leadership, and market-facing initiatives. Identify opportunities to expand client relationships and support the continued growth of the Property Tax practice. Stay informed on emerging property tax legislation, assessment methodologies, valuation trends, and industry developments. What you bring Bachelor's degree in Accounting, Finance, Economics, Real Estate, Law, Business, or a related discipline. 6-10 years of progressive experience in property tax consulting, assessment appeals, valuation advisory, state and local tax, or a related field. Demonstrated experience managing complex property tax engagements and client relationships. Strong understanding of property valuation methodologies, assessment practices, appeal processes, and jurisdictional property tax regulations. Proven ability to manage multiple projects and deliver high-quality work under tight deadlines. Experience reviewing the work of junior professionals and providing technical guidance and coaching. Strong analytical, research, problem-solving, and communication skills. Excellent written and verbal presentation skills, with the ability to distill complex technical matters into practical business advice. Experience within a Big 4, national consulting, appraisal, or specialized property tax advisory environment is strongly preferred. Professional designations such as CMI, CPA, ASA, MAI, CRE, JD, or equivalent are considered an asset. Experience supporting clients within energy, infrastructure, industrial, renewable energy, or other asset-intensive industries is highly desirable. Ability to travel throughout Canada and the United States as required. Unlimited paid time offincluding 2 weeks of disconnected time each year Flexible working arrangements – remote and location flexibility 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. #J-18808-Ljbffr Leo Berwick