Senior Tax Underwriter, TRI
About The Position
We are seeking a Senior Tax Underwriter to join our Transaction Risk Insurance (TRI) team, specializing in Tax Liability insurance across the U.S. and Canada. This role provides senior underwriting expertise for complex, high-value tax-related risks arising from M&A and standalone transactions. You will lead technical analysis, risk structuring, pricing, and negotiation, while operating with delegated authority and serving as a subject matter expert within the TRI Tax portfolio. This is a senior individual contributor role with defined autonomy, technical authority, and direct influence on portfolio quality and profitability.
Requirements
- 7+ years of tax liability, transaction risk, or specialty underwriting experience
- Deep knowledge of U.S. federal and state taxation
- Experience underwriting complex M&A or structured transaction risks
- Strong analytical, legal, and technical writing skills
- Experience working directly with external tax counsel and advisors
- Ability to operate independently with delegated authority
Nice To Haves
- Energy tax credit expertise
- Canadian tax exposure knowledge
- Law degree, CPA, or tax/finance advanced degree
- Prior TRI or W&I / tax liability insurance experience
Responsibilities
- Lead the assessment, structuring, and negotiation of complex tax liability risks
- Evaluate legal and tax documentation to identify exposures and develop coverage solutions
- Price and bind risks within delegated underwriting authority
- Collaborate with internal stakeholders and external tax counsel to ensure thorough risk evaluation
- Maintain complete, audit-ready underwriting files and accurate system records
- Provide technical guidance and mentorship to junior underwriters
- Manage the full lifecycle of Tax Liability submissions from intake through policy issuance
- Analyze domestic and cross-border tax exposures and transaction structures
- Draft, review, and negotiate bespoke policy wordings and endorsements
- Engage directly with brokers, clients, and tax advisors on complex technical matters
- Support portfolio analytics, product refinement, and underwriting governance initiatives
- Monitor tax legislation and market developments to inform underwriting strategy
- Represent TMHCC’s Tax Liability capabilities in broker and client meetings
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
