Jason Kleiss
Managing Director at Leo Berwick | Winter Park, Florida, United States
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As the Managing Director at Leo Berwick, Jason Kleiss plays a pivotal role in steering the firm’s strategic direction and enhancing its reputation as a leader in M&A tax advisory services. With a deep-rooted expertise in U.S. tax regulations and a focus on the Infrastructure, Renewables, and Private Equity sectors, Jason is instrumental in guiding clients through the complexities of mergers and acquisitions. His extensive background in tax advisory allows him to navigate the intricate landscape of tax implications that affect pension funds, private equity funds, and infrastructure funds, ensuring that clients are well-prepared to capitalize on opportunities while minimizing risks.
Under Jason's leadership, Leo Berwick has successfully executed key projects that involve intricate roll-up strategies and comprehensive tax structuring. His ability to synthesize legal research with practical applications enables the firm to deliver tailored solutions that address the unique challenges faced by strategic buyers in today’s competitive market. Jason is committed to fostering a collaborative environment that empowers his team of seasoned tax professionals to innovate and excel in their advisory roles.
In addition to his project management skills, Jason is dedicated to staying ahead of industry trends, ensuring that Leo Berwick remains at the forefront of M&A tax advisory. His commitment to continuous learning and professional development not only enhances his own expertise but also enriches the firm's collective knowledge base. As a thought leader in the field, Jason Kleiss is well-positioned to guide clients through the evolving landscape of M&A transactions, making Leo Berwick a trusted partner in achieving their financial objectives.
Managing Director at Leo Berwick in April 2021 to Present
Senior Manager - US M&A at KPMG Law LLP in July 2016 to April 2021
Tax Associate at Greenberg Traurig, LLP in February 2015 to June 2016
Associate Attorney at Smith, Gambrell & Russell, LLP in October 2013 to January 2015
Graduate Tax Assistant Fellowship at University of Florida in September 2012 to May 2013
Law Clerk at Federal Deposit Insurance Corporation in April 2011 to August 2011
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Discover more about Leo BerwickWhat is Jason Kleiss email address?
Email Jason Kleiss at [email protected]. This email is the most updated Jason Kleiss email found in 2026.
How to contact Jason Kleiss?
To contact Jason Kleiss send an email to [email protected].
What company does Jason Kleiss work for?
Jason Kleiss works for Leo Berwick
What is Jason Kleiss's role at Leo Berwick?
Jason Kleiss is Managing Director
What is Jason Kleiss's Phone Number?
Jason Kleiss's phone (305) ***-*455
What industry does Jason Kleiss work in?
Jason Kleiss works in the Financial Services industry.
Jason Kleiss Email Addresses
Jason Kleiss Phone Numbers
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