US M&A Tax Specialist

JR United Kingdom; Sheffield; On-site; GBP 50,000 - 75,000; Full time

Job summary

A reputable M&A Insurance Underwriter in Sheffield is seeking a US M&A Tax Specialist. The role includes managing the underwriting process and developing key relationships. Ideal candidates will have strong M&A experience and a legal or CPA qualification, with a customer-oriented mindset.

Qualifications

• US qualified tax specialist with M&A experience required.
• Experience in Corporate finance in the Big 4 or Banking is ideal.
• No previous insurance experience needed.

Responsibilities

• Handling entire underwriting process focusing on the US.
• Establishing international broker and customer relationships.
• Building relationships with law firms across jurisdictions.

Skills

Customer orientation

Decision-making

Persuasiveness

Motivation

Resilience

Team skills

Adaptability

Education

Degree in law, commercial law, or business administration

Legal or CPA qualification

Job description

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US M&A Tax Specialist, Sheffield, South Yorkshire

Client:

SRM Recruitment

Location:

Sheffield, South Yorkshire, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

3

Posted:

06.06.2025

Expiry Date:

21.07.2025

Job Description:

SRM Recruitment has been retained by a reputable, London-headquartered M&A Insurance Underwriter who is expanding their US tax and transactional risk business in the UK. They are seeking an experienced US qualified Tax specialist with strong M&A experience to join as a Tax Insurance Underwriter.

Responsibilities:

• Handling the entire underwriting process, focusing on the US, including confidentiality agreements, preparing non-binding indications, drafting policies, negotiating contract terms, and underwriting requests.
• Issuance of policy documents.
• Establishing and developing international broker and customer relationships.
• Building relationships with law firms across jurisdictions.

Requirements:

• US qualified tax specialist with a legal or CPA qualification, due to jurisdictional focus.
• Ideally, a degree in law, commercial law, business administration, or experience in a relevant M&A environment such as Corporate finance in the Big 4 or Banking.
• Strong customer orientation, decision-making skills, persuasiveness, motivation, and resilience.
• Demonstrated team skills, responsibility, and adaptability when handling technical issues.

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

No previous insurance experience is required. Due to the specific nature of this work, only candidates with current US M&A tax experience based in London will be considered.