US M&A Tax Specialist

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

Job summary

A leading M&A insurance underwriter is seeking a US-qualified Tax Insurance Underwriter to join their expanding team in the UK. This role involves managing the underwriting process, building relationships with law firms and brokers, and requires strong M&A experience. This exciting opportunity does not require prior insurance experience but demands current expertise in US M&A tax.

Qualifications

• US-qualified tax specialist with legal or CPA qualification.
• Experience in M&A, corporate finance, or banking with the Big 4.
• Strong decision-making, team skills, and customer orientation.

Responsibilities

• Manage the entire underwriting process for US M&A.
• Negotiate contract terms and prepare underwriting requests.
• Develop relationships with international brokers and law firms.

Skills

Customer orientation

Decision-making

Persuasiveness

Motivation

Resilience

Team skills

Responsibility

Adaptability

Education

Degree in law, commercial law, or 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:

• Be a US-qualified tax specialist with legal or CPA qualification, due to the jurisdictional focus of the role.
• Possess a degree in law, commercial law, business administration, or relevant M&A experience, such as in corporate finance at the Big 4 or banking.
• Demonstrate strong customer orientation, decision-making skills, persuasiveness, motivation, and resilience.
• Show strong team skills, 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 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.