Leo Berwick

• Oversee international and domestic M&A deals, including performing tax due diligence and tax structuring services • Be a trusted advisor for every Leo Berwick client and partnership • Provide timely and quality tax advice, always aiming to exceed client expectations • Work closely with Partners and Directors on business development and various technical tax issues dealing with Subchapter C, Subchapter K, inbound and outbound international tax issues • Review and assist clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction • Review tax aspects of merger agreements and legal documents; provide tax opinion memorandums • Develop, motivate, and train Senior Associates and Associates

• Quantify synergies and value creation opportunities during buy-side transactions; assess carve-out requirements and operating costs of standalone entities. • Identify areas of operational entanglement to be managed through a defined separation workplan on sell-side transactions. • Advise on the scope and commercial terms of transition services agreement structures. • Advise clients during post-deal execution, including synergy capture, integration planning, performance tracking, and operational transformation. • Contribute to report writing and presentation development, creating structured, client-ready deliverables with guidance from VP’s and Directors. • Engage with clients under supervision, presenting key insights and building strong, trust-based relationships. • Take ownership of workstreams and help manage day-to-day delivery across multiple projects in a deadline-driven environment • Communicate insights effectively through compelling data visualizations and presentations. • Support project planning, internal workflow management, and day-to-day client interactions. • Operate in fast-paced, ambiguous environments with the ability to pivot and adapt as needed.

• Define and execute the vision for Leo Berwick’s financial modeling services, ensuring alignment with firm-wide goals and client needs • Act as a senior advisor to clients, understanding their strategic objectives, structuring transactions, and delivering actionable, data-driven insights. • Oversee the creation and review of sophisticated financial models for M&A transactions—ensuring they are accurate, robust, and tailored to each transaction’s unique requirements. • Drive innovation in modeling techniques, incorporating the latest tools, technologies, and market best practices to enhance decision-making. • Partner with tax, legal, and other advisory teams to ensure models are integrated into the broader transaction strategy. • Establish rigorous review processes to ensure models meet the highest quality, regulatory, and client service standards. • Mentor and grow a team of modeling professionals, fostering technical excellence, commercial judgment, and professional growth. • Lead business development efforts, identifying opportunities, cultivating client relationships, and representing the firm in the market.

Role Description 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 - Assisting with the preparation of reports, agendas, and other transaction-related deliverables Qualifications - 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. Requirements - Detail-oriented, organized, and deadline-driven - Thrive in fast-paced, cross-border team environments - Take ownership and deliver high-quality work independently - Desire to grow in a niche advisory area spanning engineering, tax, and transactions Benefits - Comprehensive and flexible benefits package - Performance-linked bonuses - Connectivity and work-related reimbursements - Flexible allowances for health and wellness - Coaching and development - Household support - Family or pet care - Generous leave policy, including annual, sick, public holidays, and applicable statutory leave entitlements

Role Description Leo Berwick is looking for a Sr. Associate to join our growing Infrastructure, Renewables and Energy Transition Financial Due Diligence deal team. You’re the right fit for this role if you: - Are a passionate financial strategist looking to be a true partner in a fast-paced, evolving firm. - Are a skilled communicator, able to translate complex financial data into actionable information for our leaders and clients. - Have experience designing and implementing policies, procedures and programs that support high performing teams aligned to our current and future growth plans. What you'll do: - Participate in financial due diligence engagement related to acquisitions or divestments. - Analyze business plans and publicly available information on the target business. - Review all historic financial data available related to the proposed deal. - Evaluate potential synergies and post-merger integration considerations. - Report key issues and risks to our clients. - Correlate due diligence findings with client valuations and manage expectations of service. Qualifications - Minimum 2 years of relevant experience. - Bachelor’s degree in Accounting, or related field required. - CPA or comparable accounting/finance designation preferred. - Experience with a start-up organization and/or a large professional services organization. - Excellent interpersonal, negotiation and conflict resolution skills. - Excellent organizational skills and attention to detail. - A self-starter who is comfortable working remotely and in an unsupervised environment. - Ability to act with integrity, professionalism, and confidentiality. - The successful candidates must be able to travel within Canada and the USA. Benefits - 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. 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.

• 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 • Support cost segregation, energy tax credit, tax insurance, and modeling work • Contribute to transaction engagements involving infrastructure and renewable assets • Research asset classification and engineering-based tax treatment • Build analyses, models, and client-ready deliverables • Work across global deal teams in a fast-paced environment • Help grow the platform and expand into adjacent service areas

Role Description We are searching for a Senior Associate to play a critical execution role within the Modeling practice, supporting complex client engagements through the development of high‑quality financial models, analyses, and insights. This role partners closely with Directors and VPs to deliver rigorous, decision‑ready outputs while continuing to deepen technical and industry expertise. You're the right fit if: - Enjoy building financial models from scratch and take pride in producing clean, well‑structured, and defensible outputs. - Are comfortable working through ambiguity, translating imperfect data and assumptions into practical analytical solutions. - Thrive in a fast‑paced, deal‑oriented or advisory environment where quality and speed both matter. - Are eager to grow technically and professionally, taking feedback seriously and applying it to future work. What you'll do: - Build and own complex financial models from the ground up, including cash flow modeling, scenario analysis, and valuation outputs. - Translate client data and assumptions into structured, auditable models that support investment, transaction, and strategic decisions. - Support deal and advisory engagements across sectors, contributing modeling insights to client deliverables and presentations. - Review and QA models for accuracy, consistency, and clarity before client delivery. - Collaborate with Directors and VPs to refine methodologies, assumptions, and modeling approaches. - Contribute to case studies, templates, and internal best practices to improve modeling efficiency and quality. Qualifications - 2-3 years of relevant experience in financial modeling, transaction advisory, consulting or related analytical roles. - Bachelor’s degree in Accounting, Finance, Economics or related field required. - CPA, CFA, or formal financial modeling training is an asset. - Demonstrated ability to build full financial models independently (from assumptions through valuation outputs). - Strong Excel and financial modeling skills; experience building models from scratch required. - Exposure to transaction, advisory, consulting, or investment environments preferred. - Strong analytical thinking, attention to detail, and problem solving skills. - The successful candidates must be able to travel within Canada and the USA. Benefits - 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.

• Oversee international and domestic M&A deals, including performing tax due diligence and tax structuring services • Be a trusted advisor for every Leo Berwick client and partnership • Provide timely and quality tax advice, always aiming to exceed client expectations • Review and draft tax opinion memoranda, including on complex technical topics such as Subchapter C/K, inbound/outbound, cross‐border issues • Collaborate with senior leadership (Partners, Managing Directors) on business development, identifying opportunities, leading proposals, cultivating client relationships • Review and assist clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction • Review tax aspects of merger agreements and legal documents; provide tax opinion memorandums • Mentor, develop, motivate, and train Vice Presidents and Senior Associates.

• Oversee international and domestic M&A deals, including performing tax due diligence and tax structuring services • Be a trusted advisor for every Leo Berwick client and partnership • Provide timely and quality tax advice, always aiming to exceed client expectations • Work closely with Partners, Directors and Vice Presidents on business development and various technical tax issues dealing with Subchapter C, Subchapter K, inbound and outbound international tax issues • Review and assist clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction • Review tax aspects of merger agreements and legal documents; provide tax opinion memorandums • Develop, motivate, and train Associates as needed