Junior Underwriter, Tax

CLM Dallas Chapter; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Liberty Mutual Insurance in New York, NY seeks a Junior Underwriter, Tax to support the underwriting of bespoke tax liability insurance linked to M&A and related transactions. You will assist experienced underwriters and help assess tax risks.

In this role, you will review tax opinions and due diligence, help finalize policy wording, and work with brokers, clients and advisers to deliver high levels of underwriting service and certainty of execution tied to the Liberty GTS brand.

Qualifications

• Specialization in taxation or tax accounting, preferably 3+ years.
• CPA and MST, or a legal degree with tax LLM.
• Strong analytical, decision-making, and communication skills.
• Solid understanding of contract concepts and legal reading.

Responsibilities

• Assess tax risks for bespoke tax liability insurance.
• Review tax opinions, memoranda, rulings, and due diligence from a tax perspective.
• Assist in negotiating and finalizing policy wording and coverage.
• Collaborate with underwriters to support transaction underwriting.
• Maintain strong broker and client relationships to ensure execution.
• Support marketing and business development for the Liberty GTS brand.
• Participate in a professional team environment aligned with GTS values.

Skills

Taxation knowledge

Analytical skills

Verbal & written communication

Legal reading skills

Interpersonal skills

Risk awareness

Education

CPA and MST

Legal degree + tax LLM

Job description

The Junior Underwriter, Tax role provides a rare opportunity to develop your career as part of a market-leading, dedicated team of underwriting professionals. We are looking for an intelligent and enthusiastic candidate to assist more experienced underwriters in underwriting bespoke tax liability insurance policies covering potential tax liability as a result of M&A transactions, internal restructurings, tax incentives related to investments in renewable energy, and other transactions.

Position

Company: Liberty Mutual Insurance

Location: New York, New York

Posted On: 9/26/2026

The Successful Candidate Will Attend To The Following Responsibilities

• Assessing tax risks
• Reviewing related documentation, tax advisory opinions, memoranda, ruling requests, sale and purchase agreements and due diligence reports/materials from a tax perspective
• Assist in negotiating and finalizing policy wording and coverage
• Working as part of a dynamic team of underwriters to assist in the underwriting of transactions
• Ensuring that brokers and clients receive a high level of underwriting service and certainty of execution that differentiates GTS from its competitors
• Establishing and maintaining strong relationships with brokers, clients and advisors to facilitate deal appointments
• Assisting the team to build the Liberty GTS brand through marketing and business development opportunities
• Contributing to an effective team environment by interacting professionally with all team members in line with GTS core values

Qualifications

• Experience specializing in taxation or tax accounting (with a preference for M&A tax) or tax liability insurance, (preferably 3+ years) from a well-regarded accounting or law firm
• Sound decision making and analytical skills
• Excellent verbal and written communication skills
• Strong legal reading skills and broad understanding of legal and contract concepts
• Interpersonal and relationship building skills
• Business, financial and risk awareness/understanding a plus
• CPA and MST, or legal degree and tax LLM

About Us

Pay Philosophy

The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role.

At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve.

We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: https://www.libertymutualgroup.com/about-lm/careers/benefits

Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.

Fair Chance Notices

• California
• Los Angeles Incorporated
• Los Angeles Unincorporated
• Philadelphia
• San Francisco