Senior Associate – Cost Segregation &… at Leo Berwick · UNITED

About Leo Berwick

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

• 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're the right fit if -

• 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.

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

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
• Family-first benefits, including an enhanced Parental Leave Program with paid leave and parental leave top-up options for eligible employees

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.