US M&A Tax Specialist

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

Job summary

A renowned M&A Insurance Underwriter is looking for a US-qualified Tax Insurance Underwriter in the UK. The role involves managing the underwriting process, issuing policy documents, and building relationships with brokers and law firms. Non-insurance experience is acceptable, but candidates must possess current US M&A tax expertise to fit this smaller team environment with a strong market reputation.

Qualifications

• Must be a US-qualified tax specialist with legal or CPA qualification.
• Strong customer orientation and decision-making skills.
• Demonstrated team skills and adaptability in technical issues.

Responsibilities

• Handle underwriting process, including evaluating confidentiality agreements.
• Prepare non-binding indications and draft policies.
• Develop broker and customer relationships internationally.

Skills

Customer orientation

Decision making

Persuasiveness

Resilience

Education

Degree in law or commercial law

Degree in business administration

Experience in M&A or corporate finance

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 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, 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:

• Must be a US-qualified tax specialist with either a legal or CPA qualification, due to the jurisdictional focus.
• Preferably hold a degree in law, commercial law, business administration, or experience in another relevant M&A environment, such as corporate finance in the Big 4 or banking.
• Strong customer orientation, decision-making skills, persuasiveness, high motivation, and resilience.
• Demonstrated team skills, high sense of 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.