US M&A Tax Specialist

JR United Kingdom; Newcastle upon Tyne; On-site; GBP 60,000 - 90,000; Full time

Job summary

A leading M&A Insurance Underwriter in the UK is seeking an experienced US M&A Tax Specialist for an exciting opportunity to join their team. This role involves handling the underwriting process and developing key professional relationships. Ideal for candidates with a legal or CPA background and expertise in M&A.

Qualifications

• US qualified tax specialist required, ideally with M&A experience.
• Exposure to corporate finance in the Big 4 or banking is an advantage.
• Demonstrated strong team skills and adaptability in a technical landscape.

Responsibilities

• Handle the entire underwriting process with a focus on US requirements.
• Establish and develop relationships with international brokers and customers.
• Negotiate contract terms and prepare underwriting requests.

Skills

Customer Orientation

Decision-Making

Persuasiveness

Team Skills

Responsibility

Adaptability

Education

Legal or CPA Qualification

Degree in Law / Commercial Law / Business Administration

Job description

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US M&A Tax Specialist, newcastle-upon-tyne, tyne and wear

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Client:

SRM Recruitment

Location:

newcastle-upon-tyne, tyne and wear, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

06.06.2025

Expiry Date:

21.07.2025

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Job Description:

SRM Recruitment have been retained by a reputable, London headquartered M&A Insurance Underwriter who are growing their 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 them as a Tax Insurance Underwriter.

Responsibilities:

• Handling the entire underwriting process, with specific focus on the US starting with confidentiality agreements, preparing non-binding indications, drafting policies, negotiating contract terms and preparing underwriting requests.
• Issue of policy documents
• Establishment and development of international broker and customer relationships
• Building relationships with law firms in different jurisdictions

Requirements:

• Due to the jurisdictional focus of the role you will be a US qualified tax specialist with either a legal or CPA qualification
• Ideally, a degree in law / commercial law / business administration or in another relevant M&A environment, e.g. Corporate finance in the Big 4 or Banking
• Your strengths include strong customer orientation, decision-making power and a high degree of persuasiveness, as well as high motivation and resilience
• You have already been able to demonstrate your strong team skills, your high sense of responsibility and your adaptability when dealing with a wide range of technical issues

This is an exciting opportunity to join a smaller team environment who enjoy a strong brand reputation in the market.

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