Leo Berwick is an innovative mergers and acquisitions consulting firm seeking a Senior Associate - Cost Segregation & Engineered Tax Specialist. The role involves analyzing asset data and construction costs to support tax credit analysis and cost segregation, while contributing to transaction engagements in the infrastructure and renewables sectors.
Responsibilities:
- 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
Requirements:
- 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