Senior Associate - Cost Segregation & Engineered Tax Specialist

Who We Are:

Leo Berwick is an innovative mergers and acquisitions consulting firm. We are comprised of experienced advisors from global law and accounting firms that add value to transactions as trusted partners throughout the deal life cycle. At Leo Berwick, we hire the best and the brightest. Our teams deliver a dedicated and customized service to every client.

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.

What We’re Looking For:

We’re looking for an engineer who wants to apply technical judgment beyond traditional project work and build expertise in renewables, infrastructure, and transaction advisory.

You’ll work with asset data, drawings, costs, and models to support live deals, tax credit analysis, cost segregation, and client-ready recommendations.

You Might be a Fit for This Role If You:

• Are comfortable working with technical, engineering, and asset-level data.
• Have a strong technical and analytical mindset and enjoy working with complex, asset-level data
• Learn quickly and can apply engineering thinking in new, unfamiliar contexts
• Want to grow in a niche advisory area spanning engineering, tax, and transactions.
• Are comfortable working across multiple priorities in a fast-paced environment

We are intentionally engineering fundamentals, power generation and learning agility over direct tax experience for this opportunity.

Benefits & Perks

• Unlimited paid time off including 2 weeks of disconnected time annually
• Flexible working arrangements – remote and location flexibility
• Tuition reimbursement
• Attractive medical and dental insurance
• Pension & retirement contributions
• Monthly fringe benefit stipend (up to $400)
• Additional benefits to support your physical and mental wellness

What You’ll Do

Engineering & Asset Analysis

• Analyze construction costs, asset data, and project components to support cost segregation and depreciation strategies
• Review engineering drawings, capital expenditure data, and fixed asset records

Engineered Tax & Transaction Support

• Support cost segregation, energy tax credit, tax insurance, and modeling work
• Contribute to transaction engagements involving infrastructure and renewable assets

Modeling, Research & Documentation

• Research asset classification and engineering-based tax treatment
• Build analyses, models, and client-ready deliverables

Collaboration & Delivery

• Work across global deal teams in a fast-paced environment
• Help grow the platform and expand into adjacent service areas

What You Bring:

• Engineering degree, in the Civil, Mechanical or Chemical disciplines
• 2–4 years of experience in engineering, infrastructure, construction, power generation, or renewables
• Strong analytical skills and comfort working with technical, asset-level data
• Interest in advisory work across engineering, tax, transactions, and renewables
• Ability to learn quickly, manage multiple priorities, and contribute in a fast-paced environment
• Clear communication skills and comfort collaborating across teams

How to Apply :

To be considered for this opportunity, please carefully follow these application instructions:

1. Email your application to View email address on click.appcast.io
2. Use the exact subject line: Your Name, Senior Associate, Cost Segregation & Engineered Tax
3. Attach a PDF copy of your resume to the email. (Resumes in other formats will not be considered.)
4. Share one to two sentences about why you’re interested in this role

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.