Tax Insurance Underwriter

SRM Recruitment; New York (NY); On-site; USD 120,000 - 190,000; Full time

Job summary

SRM Recruitment seeks a US M&A Tax Specialist to join a leading transactional liability insurance underwriter. The role focuses on underwriting Tax Liability Insurance for US-related deals and advisory experience in private equity M&A or renewable energy tax credits.

The candidate will handle the underwriting process, draft policies, and negotiate terms while expanding broker and client relationships across jurisdictions. Strong legal/commercial insight and client-facing skills are essential.

Qualifications

• Degree in law, commercial law, business administration or related M&A environment.
• Several years' experience underwriting Tax Liability Insurance or advising on private equity M&A from consultancy.
• Strong customer orientation, decision-making, and persuasiveness, with motivation and resilience.
• Proven teamwork, responsibility and adaptability across technical issues.

Responsibilities

• Manage underwriting process in the US from confidentiality agreements to policy drafting and term negotiations.
• Issue policy documents and underwriting requests.
• Establish and develop international broker and customer relationships.
• Build relationships with law firms in different jurisdictions.

Skills

M&A tax underwriting

Private equity M&A advisory

Renewable energy tax credits

Customer orientation

Decision making

Persuasiveness

Teamwork

Responsibility

Adaptability

Education

Law / Commercial law / Business administration

Job description

We are currently recruiting for a US M&A Tax Specialist to join a leading transactional liability insurance underwriter. As part of a strategic growth plan they are now looking to recruit an experienced Tax Insurance Underwriter or qualified M&A tax specialist from an advisory firm.

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:

• 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
• Several years experience underwriting Tax Liability Insurance or advising on private equity M&A and / or renewable energy tax credits from a consultancy environment.
• 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.