US M&A Tax Specialist

JR United Kingdom; London; On-site; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a skilled US-qualified Tax specialist to join their dynamic team in London. This role focuses on underwriting for M&A transactions, offering a unique opportunity to engage with international brokers and clients. You will manage the entire underwriting process while developing strong relationships across various jurisdictions. With no prior insurance experience required, this position is ideal for professionals with a background in law or corporate finance looking to make a significant impact in a smaller team environment. Join this reputable firm and contribute to their strategic growth in the UK market.

Qualifications

• US-qualified tax specialist with legal or CPA qualification.
• Experience in M&A or corporate finance, preferably in Big 4.

Responsibilities

• Manage the underwriting process for the US market.
• Build relationships with brokers and law firms.

Skills

US Tax Specialization

M&A Experience

Customer Orientation

Decision-Making Skills

Persuasiveness

Team Skills

Education

Legal Qualification (JD)

CPA Qualification

Degree in Law or Business Administration

Job description

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SRM Recruitment has been retained by a reputable, London-headquartered M&A Insurance Underwriter. They are expanding their US tax and transactional risk business in the UK. As part of their strategic growth plan, they are 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 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:

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