Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Tax Insurance Underwriter

SRM Recruitment

We are currently recruiting for a US M&A Tax Specialist to join a leading transactional liability insurance underwriter. As part of a strategic growth plan they are now looking to recruit an experienced Tax Insurance Underwriter or qualified M&A tax specialist from an advisory firm.

Are you ready to apply Make sure you understand all the responsibilities and tasks associated with this role before proceeding.

Responsibilities:

  • Handling the entire underwriting process (with specific focus on the US), starting with confidentiality agreements, preparing non-binding indications, drafting policies, negotiating contract terms and preparing underwriting requests.
  • Issue of policy documents
  • Establishment and development of international broker and customer relationships
  • Building relationships with law firms in different jurisdictions

Requirements:

  • Ideally, a degree in law / commercial law / business administration or in another relevant M&A environment, e.g. Corporate finance in the Big 4 or Banking
  • Several years experience underwriting Tax Liability Insurance or advising on private equity M&A and / or renewable energy tax credits from a consultancy environment. xhyhwjd
  • Your strengths include strong customer orientation, decision-making power and a high degree of persuasiveness, as well as high motivation and resilience
  • You have already been able to demonstrate your strong team skills, your high sense of responsibility and your adaptability when dealing with a wide range of technical issues

This is an exciting opportunity to join a smaller team environment who enjoy a strong brand reputation in the market.

Vacancy posted 7 days ago
Similar jobs that could be interesting for youBased on the Tax Insurance Underwriter in New York, NY vacancy
  • A leading underwriting platform based in New York is seeking a Tax Underwriter to support increased demand for tax insurance solutions. The ideal candidate will have at least 3 years of experience in tax insurance underwriting or related fields. Responsibilities include... 
    Tax

    JCW Group

    New York, NY
    2 days ago
  •  ...2Credit. About the Role As an Underwriter at Biz2Credit, you will play a vital role...  ...financial statements, credit reports, tax returns, and other relevant data to assess...  ...Generous medical, dental, and vision insurance. 401K match, stock options, commuter benefits... 
    Tax
    Full time

    Biz2Credit

    New York, NY
    1 day ago
  • We have been retained by a leading private equity-backed transactional risk insurance group is looking to appoint a Senior Tax Underwriter. The firm has established itself as a prominent player in the transactional risk market and continues to expand its Tax Liability... 
    Tax
    Work from home
    Flexible hours

    IDEX Consulting

    New York, NY
    4 days ago
  • $150k - $250k

    Who are we? A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance...  ...& Warranty Insurance (RWI) Underwriter. The Transactional Liability team provides...  ...Representation and Warranty Insurance, Tax Insurance, and Contingent Liability Insurance... 
    Tax
    Temporary work
    Flexible hours

    Berkshire Hathaway Specialty Insurance

    New York, NY
    3 days ago
  • $220k - $250k

    Join us as a Senior Underwriter, Representations and Warranties - M&A Financial Lines to play...  ...Underwriting teams help to find insurance solutions in areas including Financial Lines...  ...transactional legal exposures (warranty breaches, tax structuring issues, litigation and... 
    Tax
    Full time
    Work at office

    American International Group (AIG)

    New York, NY
    3 days ago
  • Our client is a growing and highly respected underwriting platform focused on providing innovative insurance solutions for complex transactional and tax-related risks. With continued expansion across the transactional risk and tax insurance markets, the firm is seeking... 
    Tax

    JCW Group

    New York, NY
    4 days ago
  • A specialist insurer with a team focused exclusively on the clean energy insurance space is building out a new tax credit insurance offering aimed at the market that has grown up around...  ...clean energy incentives. The business underwrites property and revenue-related cover for... 
    Tax

    IDEX Consulting Ltd

    New York, NY
    1 day ago
  • Description The Junior Underwriter, Tax role provides a rare opportunity to develop your career as part of a market-leading, dedicated team...  ...underwriters in underwriting bespoke tax liability insurance policies covering potential tax liability as a result of M&A... 
    Tax
    Contract work
    Local area

    Liberty Mutual Insurance

    New York, NY
    1 day ago
  •  ...Standard Time, Monday through Friday.About the RoleThe Senior Credit Underwriter is responsible for leading complex credit underwriting...  ...programs.Income, Asset & Cash Flow Analysis - Ability to analyze tax returns, business financials, bank statements, P&Ls, CPA letters... 
    Tax
    Full time
    Temporary work
    For contractors
    Remote work
    Monday to Friday
    Flexible hours
    Early shift

    World Business Lenders, LLC

    New York, NY
    16 hours ago
  • We are seeking an experienced Underwriter to join our dynamic revenue-based financing team....  ...financial statements, bank statements, tax returns, and revenue documentation Assess...  ...Comprehensive health, dental, and vision insurance Paid time off and holidays... 
    Tax

    Fundfi Merchant Funding

    New York, NY
    2 days ago
  • $33.45 - $40.47 per hour

     ...individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations...  ...matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts... 
    Tax
    Local area

    Intuit

    New York, NY
    22 days ago
  • $55k - $95k

     ...finance products and solutions. A Consumer Underwriter - Auto Finance evaluates, negotiates,...  ...Health & Well-being: flexible health and insurance options including medical, dental and...  ...insurance, short- and long-term disability, pre-tax Health Savings Account with employer... 
    Tax
    Full time
    Contract work
    Temporary work
    Part time
    Work experience placement
    Work at office
    Remote work
    Relocation package
    Flexible hours
    Weekend work
    Afternoon shift

    Ally Bank

    New York, NY
    1 day ago
  • $200k - $400k

     ...Senior Underwriter Chicago IL - Chicago, IL 60606; New York NY - New York, NY 10020 Overview...  ...(FSA/HSA) ~ Commuter Benefits (Pre-tax transit & parking) ~ Short- & Long-Term Disability Coverage ~ Life & AD&D Insurance Options ~ Employee Assistance Program (... 
    Tax
    Full time
    Temporary work
    Work at office
    Flexible hours

    Cabrera Capital

    New York, NY
    2 days ago
  •  ...activities may change from time to time. Review insurance submissions for completeness and accuracy. Assist senior underwriters in gathering and verifying underwriting data....  ...vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan... 
    Tax
    Full time
    Temporary work
    Work experience placement
    Work at office
    Shift work
    Day shift

    200 CRC Insurance Svcs LLC

    New York, NY
    3 days ago
  • $80k - $100k

     ...Job Description AMETA Finance Group Underwriter & Business Developer New York, NY...  ...through review of financial statements, tax returns, bank statements, cash flow, credit...  ...Benefits: Medical, Vision, and Dental Insurance Paid Time Off: Paid Sick Days, Paid Vacation... 
    Tax
    Full time
    Flexible hours

    Avi & Co.

    New York, NY
    3 days ago
  • $130k - $185k

     ...accounting firm. They seek a Manager, Emerging Companies Group to join their Manhattan, NY office.ResponsibilitiesDevelop and implement tax planning strategies to minimize tax liability for emerging company clients in industries ranging from technology, food & beverage,... 
    Tax
    Work at office
    Remote work

    Abacus Group

    New York, NY
    6 days ago
  •  ...seeking an Associate with two to five years experience to join its Insurance Mergers & Acquisitions practice in New York. The firm is one of...  ...markets, ESG, executive compensation, leveraged finance, and tax. The firm's Private Equity practice is similarly robust, advising... 
    Tax
    Full time
    Private practice
    Worldwide

    IDEX Consulting Ltd

    New York, NY
    1 day ago
  • $160k - $200k

     ...Senior Tax Manager – High-Net-Worth / Family Office Location: Long Island, NY Work Arrangement: Primarily Onsite | 1 Remote Day per Week Firm Size: Small / Boutique Public Accounting Firm Employment Type: Full-Time Experience: 15–20+ Years Level:... 
    Tax
    Full time
    Work at office
    Local area
    Remote work
    1 day per week

    Whitman Advisory Job Community

    New York, NY
    3 days ago
  •  ...A client of ours is a Global Multi-Media Firm that has opened a new role on their team. We are seeking a senior, high-impact Tax Leader to direct global tax strategy, planning, compliance, and risk management. Reporting closely to executive finance leadership, this... 
    Tax
    Full time
    Work at office
    Local area

    Coda Search│Staffing

    New York, NY
    2 days ago
  •  ...holding structures used for fund investments and direct deals; ensure appropriate books and records are maintained for each vehicle. Tax & Estate Coordination — Partner with outside tax counsel and CPAs on entity-level and personal tax planning, K-1 review and... 
    Tax
    Full time
    Work at office

    Confidential Family Office

    New York, NY
    2 hours ago
  • Posted 3 days agoSummaryEvaluates risks for business vehicle insurance, analyzing applications, financial data, and driving history...  ...degree preferred but not necessary. 7 plus years commercial underwriting experience preferably E&S. Strong communication skills. Professional... 

    Pryor Associates Executive Search

    New York, NY
    2 days ago
  • $140k

    Posted 2 days agoProperty and Casualty INSURANCE - Underwriter OR Underwriter Specialist for Property and Casualty INSURANCE - Middle Markets opening REMOTE to START/Melville, Long Island NY. Insurance Carrier expansion in Long Island. Develop and maintain relationships... 
    Remote work

    Pryor Associates Executive Search

    New York, NY
    2 days ago
  • $90k - $120k

    Our client is seeking a detail-oriented Accountant to support a mix of tax preparation, accounting, and financial statement work for individual and business clients. This role is ideal for someone who enjoys hands-on client service, can manage recurring deadlines, and brings... 
    Tax

    Solomon Page

    New York, NY
    3 days ago
  • $240k - $340k

     ...Director of Tax w/ Am Law 100 Law Firm- New York, NY (Hybrid) Our client is a is an Am Law 100 Law Firm of global distinction who provide deep legal experience with transactions, investments, projects, and disputes worldwide. The firm is performing a select search... 
    Tax
    Work at office
    Local area
    Work from home
    Worldwide

    Brewer Morris

    New York, NY
    3 days ago
  • To support a high-volume Cross-Border and Global Mobility Tax Practice during the tax season, experienced Tax Reviewers/Tax Signers will work remotely on a seasonal contract basis, reviewing and signing Canadian and U.S. personal income tax returns for expatriates and globally... 
    Tax
    Contract work
    Seasonal work
    Remote work

    Virtual Vocations Inc

    New York, NY
    4 days ago
  •  ..., and negotiations Serve as a key client contact and trusted strategic advisor Coordinate cross-practice teams across finance, tax, employment, and regulatory disciplines Supervise and mentor junior associates Contribute to business development and growth initiatives... 
    Tax
    Full time

    Eden Rose USA

    New York, NY
    1 day ago
  • $77.33k - $157.67k

     ...become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that...  ...medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits... 
    Tax
    Work experience placement
    Local area

    KPMG

    New York, NY
    2 days ago
  •  ...individuals to join our dynamic team as TurboTax Local Service Experts at new locations across the United States. This on-site role combines tax expertise, community engagement, and customer education to help clients navigate personal and small business tax needs. You’ll work... 
    Tax
    Local area

    Intuit Inc.

    New York, NY
    2 days ago
  • £60k per year

    Specialist Tax Advisor Chestor Up to £60,000 + Bonus & Benefits No timesheets! An independent specialist tax advisory is looking to...  ...Personal Tax, Inheritance Tax, Trusts & Estates, VAT and National Insurance. Lead and support complex advisory projects including company... 
    Tax
    Flexible hours

    PRO-TAX RECRUITMENT LIMITED

    New York, NY
    1 day ago
  • Posted 4 weeks agoCommercial Lines Insurance Carrier Underwriter opening in Suffolk County, Long Island, New York. Become part of a dedicated insurance underwriting team, collaborating with our agency partners to deliver professional service that achieves the most optimal... 
    Work at office

    Pryor Associates Executive Search

    New York, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax Insurance Underwriter. Be the first to apply!