Managing Director- Tax Broker

Aon plc; New York (NY); Hybrid; USD 300,000 - 350,000; Full time

Benefits offered by this job

401(k) plan with employer contribution

Employee stock purchase plan

Long-term incentive consideration

Health, dental & vision insurance

Paid time off and holidays

Commuter benefits

Job summary

Aon M&A and Transaction Solutions (AMATS) is seeking a Managing Director- Tax Broker in the United States. This hybrid role focuses on tax risk advisory, insurance solutions, and driving adoption for M&A tax insurance, tax credits, and renewable energy projects.

The position is based in North America with travel to clients, reporting to the North American Tax Insurance practice leader. The candidate will structure and place tax insurance programs, leverage a strong tax background (federal income

Qualifications

• Tax lawyer or tax accountant with significant experience practicing tax law including experience in M&A and/or in the renewable energy industry.
• At least 5 years of relevant work experience, specifically client facing experience practicing tax law and/or inhouse experience, significant experience in tax insurance negotiation and placement, and proven ability to develop tax related business.
• Good network among the legal and business community.
• Excellent verbal and written communication skills.
• High level of self-direction and sound judgment.
• Experience managing tax professionals.

Responsibilities

• Structuring and placing tax insurance and tax credit insurance programs on behalf of Aon’s clients.
• Supporting the production efforts of Aon’s retail producers and account executives.
• Attendance at important tax-related conferences to promote Aon’s tax insurance team and the overall M&A and Transaction Solutions business.
• Willingness to travel to support producers and sales efforts and visit clients.

Skills

Client facing experience

Tax law expertise

M&A tax experience

Communication skills

Leadership / manage tax professionals

Job description

Aon M&A and Transaction Solutions (AMATS) Is Looking for a Managing Director- Tax Broker

Join Aon’s leading North American tax insurance team to advise on tax risks, structure insurance solutions, and drive adoption for M&A, tax credit investments, and renewable energy projects.

This is a hybrid role with the flexibility to work on site 3 days a week from a local Aon office.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed.

Your Impact as a Tax Insurance Broker

Aon is seeking a new Tax Insurance Broker! Aon is the leading broker of tax insurance in North America. The tax team is part of Aon M&A and Transaction Solutions and is staffed primarily by former practicing tax lawyers.

Tax insurance is actively used to facilitate M&A transactions, tax credit investments and as a corporate risk management tool. However, a significant opportunity exists to broaden the use of tax insurance throughout the U.S. and North American region. The ideal candidate will be entrepreneurial and highly motivated to contribute to the growth of this in-demand and fast-growing business.

The Tax Insurance Broker position is commensurate with the growth of Aon’s tax insurance business. They will assist Aon colleagues to drive increased use of tax insurance with existing Aon clients and prospects and prospects new to Aon. They will be mid-level to senior tax lawyers with significant professional expertise and an established professional network as well as client facing experience delivering tax-related services. Candidates should have a strong background in U.S. federal income taxation and significant experience with general U.S. tax law and assessments and the tax ramifications of business transactions. M&A-related and/or tax litigation experience is considered a benefit though not a requirement for the position.

The position will be at the Managing Director level. The candidate can be based in one of several North American Aon office where AMATS has a presence, working with existing AMATS tax team members. It is anticipated that the position will involve travel to support producers and sales efforts, and visit clients. The position reports to the leader of the , North American Tax Insurance practice.

Skills and experience that will lead to success:

Structuring and placing tax insurance and tax credit insurance programs on behalf of Aon’s clients.

• Supporting the production efforts of Aon’s retail producers and account executives.


• Attendance at important tax-related conferences to promote Aon’s tax insurance team and the overall M&A and Transaction Solutions business.


• Tax lawyer or tax accountant with significant experience practicing tax law including experience in M&A and/or in the renewable energy industry.


• At least 5 years of relevant work experience, specifically client facing experience practicing tax law and/or inhouse experience, significant experience in tax insurance negotiation and placement, and proven ability to develop tax related business.


• Good network among the legal and business community.


• Excellent verbal and written communication skills.


• High level of self-direction and sound judgment.


• Experience managing tax professionals.

Pay Transparency Laws:

The salary range for this position (intended for U.S. applicants) is $300,000 to $350,000 annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.

This position is eligible to participate in one of Aon’s annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.

A summary of all the benefits offered for this position:

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts,employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.

For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.

Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.