Tax - Representations & Warranties Insurance - Senior Analyst

Howden•New York, NY

5d•Hybrid

About The Position

The Senior Analyst will play a key role in supporting the evaluation, structuring, and placement of tax insurance policies for clients across North America. This position provides significant exposure to complex tax issues, transaction execution, client advisory work, and insurance markets. The ideal candidate will have a strong analytical foundation, exceptional attention to detail, and an interest in tax, M&A, financial services, or transactional advisory. The Senior Analyst will work directly with senior brokers, insurers, attorneys, accountants, and clients throughout the lifecycle of a transaction.

Requirements

Bachelor's degree in Accounting, Finance, Economics, Taxation, Law, Business, or related field required.
2-5 years of experience in tax advisory, public accounting, law, transaction services, M&A tax, investment banking, corporate tax, or a related professional services environment.
Strong analytical and critical thinking skills.
Ability to understand and summarize complex tax and legal concepts.
Exceptional written and verbal communication skills.
Advanced proficiency in Microsoft Excel and PowerPoint.
Strong organizational skills with the ability to manage multiple projects simultaneously.
Highly detail-oriented with strong problem-solving capabilities.
Ability to thrive in a fast-paced, transaction-driven environment.
Collaborative mindset and strong interpersonal skills.
Proficiency in Microsoft Office Suite and CRM systems (e.g., Salesforce)
Strong written and verbal communication skills

Nice To Haves

CPA, JD, LLM (Taxation), MST, or other relevant professional designation is preferred.
Experience analyzing tax transactions and technical tax matters preferred.
Exposure to M&A transactions, private equity, or tax insurance is advantageous but not required.

Responsibilities

Support the end-to-end execution of tax insurance placements.
Review tax opinions, legal memoranda, due diligence reports, and transaction documents.
Assist in preparing underwriting submissions and marketing materials for insurers.
Coordinate insurer diligence requests and track underwriting timelines.
Support negotiation of policy terms, exclusions, and coverage enhancements.
Ensure transactions progress efficiently and deadlines are met.
Analyze complex federal, state, local, and international tax issues.
Review tax structures and identify areas suitable for insurance solutions.
Summarize technical tax positions and key transaction risks for insurers and clients.
Assist in evaluating the strength of tax opinions and supporting authorities.
Prepare detailed analyses and internal memoranda regarding tax exposures and coverage considerations.
Participate in client calls, insurer meetings, and underwriting discussions.
Serve as a day-to-day contact for clients and insurer partners during active placements.
Respond to insurer information requests and facilitate communication among stakeholders.
Assist in presenting insurance solutions and coverage recommendations to clients.
Monitor developments in tax law, IRS guidance, court decisions, and broader market trends.
Prepare market intelligence and benchmarking analyses.
Support business development initiatives, including client presentations, thought leadership, and conference preparation.
Help identify opportunities to expand client relationships and cross-sell broader transactional insurance solutions.
Mentor and support junior analysts and new team members.
Contribute to the development of internal resources, templates, and best practices.
Collaborate closely with the firm's Representations & Warranties, Structured Solutions, Credit, and Business Development teams.
Foster a collaborative, entrepreneurial, and client-focused culture.