Tax Underwriter
Liberty Mutual Insurance
Overview The Tax Underwriter role provides a rare opportunity to develop your career as part of a market-leading, dedicated team of tax insurance underwriting professionals. We are looking for an intelligent and enthusiastic candidate to underwrite bespoke tax liability insurance policies covering potential tax liability as a result of M&A transactions, internal restructurings and other transactions. Responsibilities Underwrite tax liability insurance risks including assessing tax risks. Review related documentation, tax advisory opinions, memoranda, ruling requests, sale and purchase agreements and due diligence materials from a tax perspective. Negotiate and finalize policy wording and coverage. Work as part of a dynamic team of underwriters as well as independently to lead underwriting of transactions. Ensure brokers and clients receive a high level of underwriting service and certainty of execution that differentiates GTS from its competitors. Establish and maintain strong relationships with brokers, clients and advisors to facilitate deal opportunities. Assist the team to build the Liberty GTS brand through marketing and business development opportunities. Provide technical training and guidance to other junior members of the team. Continue to seek improvement of the product and its practices and processes. Contribute to an effective team environment by interacting professionally with all team members in line with GTS core values. Qualifications Legal degree and tax LLM. Legal experience specializing in tax (with a strong preference for M&A experience) or tax liability insurance (preferably 4+ years) from a well-regarded accounting or law firm. Sound decision making and analytical skills. Excellent verbal and written communication skills. Strong legal drafting skills and broad understanding of legal and contract concepts. Interpersonal and relationship-building skills. Business, financial and risk awareness/understanding a plus. About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please consider the Liberty Mutual benefits program. Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices apply. #J-18808-Ljbffr Liberty Mutual Insurance
$120k - $130k
...Clearpath is seeking an experienced individual to underwrite Low-Income Housing Tax Credit (LIHTC) investments. The ideal candidate will have extensive knowledge of LIHTC and strong financial analysis skills. Responsibilities include underwriting investments, managing...Tax- ...Description We are looking for an experienced individual to join our underwriting team. This person must have 2 or more years of experience... ...based on analysis of the client’s cash flow statements, tax returns, and other financial information Perform detailed financial...TaxRemote work
- ...analyze new customer applications, including financial statements, tax returns and credit reports. Assess credit worthiness of... ...ongoing risk reviews. What We're Looking For: 3 - 4 years of credit underwriting experience , with strong financials and credit analysis skills....TaxWork at officeAfternoon shift
- ...Honest Relationships with Communication General Purpose and Scope Underwrite residential loans ensuring compliance with agency and investor... ...basic and complicated income scenarios including evaluating tax returns and calculating income for self‐employed borrowers. Must...TaxWork experience placementSelf employmentWork at officeMonday to Friday
$90k - $100k
...High Net Worth Wealth Management Business Underwriter - Remote Full-time Sutherland Mortgage Services Inc. is a premier nationwide... ...multitask, problem-solve proactively, and think creatively Advanced tax return analysis skills Experienced residential appraisal...TaxFull timeSelf employmentRemote workWork from home$105k - $125k
...Non-QM Senior Underwriter (supporting PST business hours) ALL REMOTE POSITIONS REQUIRE A DOWNLOAD SPEED OF NO LESS THAN 100 MBPS. Reports... ...skills Financial analysis Ability to analyze complex Corporate Tax Returns Ability to adapt to technology Working knowledge of Microsoft...TaxWork at officeLocal areaRemote work$120k - $130k
...Enterprise Community Investment is seeking an experienced individual with affordable housing and/or LIHTC experience to underwrite low-income housing tax credit investments. Extensive knowledge of LIHTC (Low Income Housing Tax Credits) along with strong financial analysis...TaxFlexible hoursWeekend workAfternoon shift- A leading insurance firm in New York is seeking a Tax Underwriter to join its Transaction Liability team. The role involves underwriting tax liability insurance policies, negotiating bespoke terms, and building relationships with brokers and clients. A qualified lawyer,...Tax
- IDEX Consulting Ltd is looking for a Tax Underwriter to join their growing Tax Liability Insurance practice in New York. This role is ideal for candidates with a grounding in the tax insurance market or a strong foundation in M&A and corporate tax, looking to transition...Tax
- A leading insurance company seeks a Tax Underwriter to join their team in New York, NY. The ideal candidate will have a legal degree and LLM, with over 4 years of experience in tax or tax liability insurance, preferably with M&A experience. You will be responsible for underwriting...Tax
- IDEX Consulting Ltd is seeking an M&A Tax Underwriter to join their transactional risk team in New York. This unique opportunity is for a tax professional with 3-6 years of M&A experience to work alongside private equity sponsors and advisors assessing tax risks in complex...Tax
- A leading private equity-backed firm in New York is seeking a Junior Tax Underwriter to support the underwriting team in assessing tax liability insurance risks. The successful candidate will work closely with senior underwriters and brokers, gaining exposure to the full...Tax
- A global insurance leader in New York City is seeking a Senior Underwriter for Tax Liability Insurance focused on M&A deals. The role entails structuring and underwriting insurance solutions, analyzing tax risks, and negotiating with clients and brokers. Ideal candidates...Tax
$250k - $290k
A global insurance leader is searching for a Senior Underwriter to drive business growth in New York. This critical role involves structuring and underwriting tax liability insurance solutions, analyzing various tax issues, and negotiating with clients and brokers. Candidates...Tax- We have been retained by a leading private equity-backed transactional risk underwriting agency to identify a Tax Underwriter to join its growing Tax Liability Insurance practice. The business has established itself as a prominent player in the transactional risk market...Tax
- 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
- ...have been retained by a leading private equity-backed transactional risk insurance platform that is looking to appoint a Junior Tax Underwriter. The firm has established itself as a prominent player in the transactional risk market and continues to expand its Tax...Tax
$140k - $180k
Tax Underwriter Department: Transaction Liability Employment Type: Permanent - Full Time Location: US - New York Reporting To: Courtney Alonzo Compensation: $140,000 - $180,000 / year Description We’re looking for a talented Tax Underwriter to join our award‑winning...TaxPermanent employmentFull time- We’re partnering with a market-leading Representations & Warranties insurance underwriter to appoint an M&A Tax Underwriter within their growing transactional risk team in New York. This is a unique opportunity for a tax professional with strong M&A experience to move...TaxLocal area
$20.55 - $34.25 per hour
## Loss Mitigation Underwriter IApplyremote type: Hybrid Positionlocations: Getzville, NYtime type: Full timeposted on: Posted Todaytime left... ...properties and offers submitted by potential buyers.* Review tax returns, income statements, pay stubs, credit reports and...TaxHourly pay- ...of something truly special at Biz2Credit. About the Role As an Underwriter at Biz2Credit, you will play a vital role in evaluating loan... ...creditworthiness of borrowers. Analyze financial statements, credit reports, tax returns, and other relevant data to assess risk and make...Tax
- ...(Required) Work Shift: 1st Shift (United States of America) Underwrites new and renewal business, approves policy changes, maintains workload... ...medical, dental, vision, life, disability, and AD&D insurance; tax‑advantaged savings accounts; and a 401(k) plan with company...TaxFull timeTemporary workShift workDay shift
- We are seeking an experienced Underwriter to join our dynamic revenue-based financing team. This role is essential in evaluating small and... ...Review and evaluate business financial statements, bank statements, tax returns, and revenue documentation Assess business cash flow...Tax
$120k - $150k
...of financial services. The Role The Senior Commercial Credit Underwriter will support the Bank’s lending and deposit origination activities... ...asset class trends Perform property‑level research, including taxes, zoning, and regulatory considerations. Prepare internal...TaxWork at office- ...motivated, detail‑oriented, and experienced National Commercial Underwriter with a positive attitude to be a part of our team. Qualified... ...medical, dental, vision, life, disability, and AD&D insurance; tax‑advantaged savings accounts; and a 401(k) plan with company match...TaxFull timeWork at officeLocal areaRemote workFlexible hoursShift workDay shift
$1,300 per month
...open positions at the agency. DUTIES AND RESPONSIBILITIES: The Underwriter will be responsible for assisting with all aspects of financial... ...of construction and permanent financing utilizing bonds, tax credits, and HCR subsidy and all duties required to move a project...TaxDaily paidPermanent employmentFull timeLocal areaFlexible hours$130k - $150k
As an underwriter at Amalgamated Bank, you’ll have opportunities to puzzle through how to finance world-changing projects led by clients who... ...occupied mortgages, non-profit lending, CDFIs, New Market Tax Credit Finance and structured lending preferred A passion to support...TaxWork experience placementWork at officeRemote workVisa sponsorshipWork visa- 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
$105k - $115k
Assistant Underwriter, North American Tax Department: Transaction Liability Employment Type: Permanent - Full Time Location: US - New York Reporting To: Courtney Alonzo Compensation: $105,000 - $115,000 / year Description We are seeking a motivated and detail-oriented Assistant...TaxPermanent employmentFull timeWork experience placement- ...A leading mortgage lender is seeking a Non-Agency Underwriter responsible for validating income, asset, and collateral documents. The ideal candidate will possess a Bachelor's degree and significant experience with Jumbo products and Non-Agency lending. Responsibilities...TaxHourly payRemote work
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