Analyst, Tax Insurance

Baldwin Group Colleague, Inc.; United States; Remote; USD 75,000 - 110,000; Full time

Job summary

CAC, part of The Baldwin Group, seeks a Tax Analyst to support the placement and management of tax insurance policies for corporate clients and funds. You will analyze tax exposures, prepare underwriting submissions, and help negotiate policy placements.

You will attend client calls, maintain the tax insurance pipeline in Monday.com, organize master files, and draft internal and client summaries. You’ll work with brokers, underwriters, tax advisors, and CAC’s Legal team on regulatory

Qualifications

• Experience analyzing tax exposures and drafting underwriting submissions.
• Ability to research transaction-related tax issues and prepare diligence questions.
• Strong communication with clients, brokers, underwriters, and legal teams.

Responsibilities

• Analyze tax exposures for corporate clients and funds.
• Prepare underwriting submissions and support policy placement.
• Attend client calls and track follow-up items.
• Maintain and update the tax insurance pipeline in Monday.com.
• Coordinate with CAC’s Legal team on regulatory considerations.
• Assist in drafting tax insurance articles and client alerts.
• Provide day-to-day operational support to the Tax Practice.

Skills

Tax analysis

Research & diligence

Client communication

Tools

Monday.com

Job description

CAC, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry.

• Sitting within our Tax Practice, the Tax Analyst supports the placement and management of tax insurance policies for corporate clients, private equity firms, and professional advisors involved in complex transactions.
• The Tax analyst works closely with brokers, underwriters, tax advisors, and clients to analyze tax exposures, prepare underwriting submissions, and support the negotiation and placement of tax insurance policies.
• Attend calls with prospective clients and existing clients, take detailed notes, and track follow-up items for potential opportunities.
• Maintain and update the tax insurance pipeline in Monday.com.
• Manage and organize the master file for tax insurance placements and supporting documentation.
• Assist in educating producers on the tax insurance product, including participating in introductory calls and conducting research on prospective opportunities.
• Review initial submission materials and provide preliminary comments and feedback.
• Conduct tax and transaction-related research in support of potential opportunities.
• Draft follow-up diligence questions based on initial submissions.
• Prepare submission packages for distribution to insurance markets.
• Track non-binding indication letters (NBILs) received from insurers and prepare summary comparisons.
• Draft internal and client-facing summaries of NBILs, including recommendations regarding market participation and structure.
• Assist with drafting and marking up tax insurance policy language.
• Draft emails and other correspondence to clients, underwriters, and internal stakeholders as needed.
• Coordinate with CAC’s Legal team on surplus lines and regulatory considerations relating to tax insurance policies.
• Assist in drafting tax insurance articles, thought leadership pieces, and client alerts.
• Support updates to the Tax Practice’s marketing materials and presentations.
• Provide day-to-day operational and analytical support to the Tax Practice, including being available for calls, meetings, and transaction support as needed.
• Contribute to improving team processes, organization, and overall efficiency.

CAC Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.