US M&A Tax Specialist

JR United Kingdom; Cardiff; On-site; GBP 70,000 - 100,000; Full time

Job summary

A leading M&A Insurance Underwriter based in London seeks an experienced US-qualified Tax Insurance Underwriter to manage underwriting processes and build relationships in the US market. No previous insurance experience necessary, yet a strong background in US M&A tax is essential. This role promises exciting opportunities within a smaller team known for its market reputation.

Qualifications

• US-qualified tax specialist with legal or CPA qualification.
• Experience in M&A tax essential.
• Strong academic background in law or business.

Responsibilities

• Handle the entire underwriting process focusing on the US market.
• Build relationships with international brokers and clients.
• Issue policy documents and negotiate contract terms.

Skills

Customer Orientation

Decision-Making

Persuasiveness

Motivation

Resilience

Team Skills

Adaptability

Education

Degree in Law or Commercial Law

Degree in Business Administration

Job description

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SRM Recruitment has been retained by a reputable, London-headquartered M&A Insurance Underwriter, who is expanding their US tax, transactional risk business in the UK. As part of their strategic growth plan, they are now looking to recruit 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 market, including confidentiality agreements, preparing non-binding indications, drafting policies, negotiating contract terms, and preparing underwriting requests.
2. Issue policy documents.
3. Establish and develop relationships with international brokers and clients.
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 a related M&A environment, e.g., Corporate finance in the Big 4 or Banking.
3. Demonstrate strong customer orientation, decision-making skills, persuasiveness, motivation, and resilience.
4. Show proven team skills, responsibility, and adaptability when dealing with a wide range of technical issues.

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

No previous 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.