Tax Underwriter

JCW Group; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

A leading underwriting platform based in New York is seeking a Tax Underwriter to support increased demand for tax insurance solutions. The ideal candidate will have at least 3 years of experience in tax insurance underwriting or related fields. Responsibilities include analyzing tax risks associated with transactions and collaborating with brokers and clients. This is an excellent opportunity for professionals eager to work in a fast-paced environment with growth potential.

Qualifications

• 3+ years of experience within tax insurance underwriting or related work.
• Experience reviewing tax opinions and diligence materials.
• Strong analytical and problem-solving skills.
• Strong analytical and problem-solving skills.
• Ability to communicate technical tax concepts clearly to both internal and external stakeholders.
• Interest in working in a fast-paced, transaction-driven environment.
• Collaborative and entrepreneurial mindset.

Responsibilities

• Analyze tax risks associated with transactions.
• Collaborate with brokers and clients throughout underwriting.
• Support development of underwriting guidelines.
• Assist in structuring and negotiating tax insurance policies.
• Participate in underwriting committee discussions and transaction strategy planning.
• Support the development of underwriting guidelines and internal risk assessment frameworks.
• Monitor regulatory and market developments impacting tax insurance.

Skills

Analytical skills

Problem-solving skills

Communication of tax concepts

Interest in transaction-driven environment

Collaborative mindset

Education

JD or LLM in Tax

Job description

Our client is a growing and highly respected underwriting platform focused on providing innovative insurance solutions for complex transactional and tax-related risks. With continued expansion across the transactional risk and tax insurance markets, the firm is seeking a Tax Underwriter to support increased deal flow and client demand. This is an excellent opportunity for a tax insurance professional looking to join a collaborative and entrepreneurial underwriting team with strong deal exposure and long-term growth potential.

Key Responsibilities

• Analyze tax risks associated with mergers and acquisitions, financing transactions, and tax credit investments
• Review tax opinions, diligence materials, and supporting documentation to evaluate insurable tax positions
• Collaborate with brokers, clients, and external advisors throughout the underwriting process
• Assist in structuring and negotiating tax insurance policies
• Participate in underwriting committee discussions and transaction strategy planning
• Support the development of underwriting guidelines and internal risk assessment frameworks
• Monitor regulatory and market developments impacting tax insurance

Qualifications

• 3+ years of experience within tax insurance underwriting, broking, or related transactional tax advisory work
• JD or LLM in Tax is strongly preferred
• Experience reviewing tax opinions and diligence materials
• Strong analytical and problem-solving skills
• Ability to communicate technical tax concepts clearly to both internal and external stakeholders
• Interest in working in a fast-paced, transaction-driven environment
• Collaborative and entrepreneurial mindset

For more information regarding this position or other tax opportunities, please reach out to [e-mail].