Underwriter, Tax

Liberty Mutual Insurance•New York, NY

2d•$108,000 - $300,000

About The Position

The Tax Underwriter underwrites bespoke tax liability insurance policies covering potential tax liabilities arising from M&A transactions, internal restructurings, tax incentives related to renewable energy investments, and other transactions. The role offers the opportunity to develop or deepen expertise in a growing insurance market as part of a dedicated underwriting team. The successful candidate may work independently to lead transaction underwriting and collaboratively with the team, while supporting service to brokers and clients, business development, and the development of junior colleagues.

Requirements

JD and tax LLM.
Legal experience specializing in tax, preferably with M&A experience, or experience in tax liability insurance; preferably 4 or more years of experience from a well-regarded accounting or law firm.
Sound decision-making and analytical skills.
Excellent verbal and written communication skills.
Strong negotiation skills.
Strong legal drafting skills and a broad understanding of legal and contract concepts.
Interpersonal and relationship-building skills.

Nice To Haves

M&A experience is strongly preferred.
Business, financial, and risk awareness or understanding is a plus.

Responsibilities

Underwrite tax liability insurance risks.
Assess tax risks.
Review related documentation from a tax perspective, including tax advisory opinions, memoranda, ruling requests, sale and purchase agreements, and due diligence reports and materials.
Negotiate and finalize policy wording and coverage.
Work with a team of underwriters and independently lead the underwriting of transactions.
Provide brokers and clients with a high level of underwriting service and certainty of execution.
Establish and maintain strong relationships with brokers, clients, and advisors to facilitate deal appointments.
Assist the team with building the Liberty GTS brand through marketing and business development opportunities.
Provide technical training and guidance to junior team members.
Seek improvements to the product, practices, and processes.
Contribute to an effective team environment by interacting professionally with team members in line with GTS core values.