US M&A Tax Specialist

JR United Kingdom; Basildon; On-site; GBP 60,000 - 90,000; Full time

Job summary

A reputable M&A Insurance Underwriter seeks an experienced US-qualified Tax specialist in the UK. The role involves managing the underwriting process, issuing policy documents, and developing broker relationships. This opportunity offers a dynamic team environment with strong market reputation, ideal for candidates with relevant M&A expertise.

Qualifications

• US-qualified tax specialist with legal or CPA qualification.
• Experience in an M&A environment, such as corporate finance in the Big 4 or banking.
• Proven team skills and adaptability to diverse technical issues.

Responsibilities

• Handle entire underwriting process for US-focused transactions.
• Establish relationships with international brokers and customers.
• Build connections with law firms across different jurisdictions.

Skills

Customer orientation

Decision-making

Persuasiveness

Motivation

Resilience

Education

Degree in law, commercial law, business administration

Job description

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SRM Recruitment has been retained by a reputable, London-headquartered M&A Insurance Underwriter that is expanding its US tax, transactional risk business in the UK. As part of a strategic growth plan, they are now seeking an experienced US-qualified Tax specialist with strong M&A experience to join as a Tax Insurance Underwriter.

Responsibilities:

1. Handle the entire underwriting process, focusing on the US, including confidentiality agreements, preparing non-binding indications, drafting policies, negotiating contract terms, and preparing underwriting requests.
2. Issue policy documents.
3. Establish and develop international broker and customer relationships.
4. Build relationships with law firms across different jurisdictions.

Requirements:

1. Be a US-qualified tax specialist with either a legal or CPA qualification, due to the jurisdictional focus of the role.
2. Possess a degree in law, commercial law, business administration, or experience in a relevant M&A environment, such as corporate finance in the Big 4 or banking.
3. Demonstrate strengths in customer orientation, decision-making, persuasiveness, motivation, and resilience.
4. Show proven team skills, a high sense of responsibility, and adaptability when dealing with diverse technical issues.

This is an exciting opportunity to join a smaller team environment with a strong market reputation.

No prior insurance experience is required. Due to the specific nature of this work, we can only respond to candidates with current US M&A tax experience based in London.