Senior Associate - Cost Segregation & Engineered Tax Specialist

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 engineering drawings to support cost segregation and provide recommendations in a fast-paced environment.

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