Underwriter, Tax

Liberty Mutual Group; New York (NY); On-site; USD 110,000 - 150,000; Full time

Job summary

Liberty Mutual Group seeks a Tax Underwriter to assess tax risks and underwrite bespoke tax liability insurance policies related to M&A, restructurings, renewable investments, and other transactions. The role targets candidates with a strong tax/legal or M&A background and offers multiple opportunities to develop expertise within a market‑leading team known for training and client focus.

You will lead underwriting of transactions, negotiate policy wording, and maintain broker relations while

Qualifications

• JD and tax LLM required.
• Strong legal drafting and analytical skills essential.
• Excellent verbal and written communication; negotiation ability valued.

Responsibilities

• Assess tax risks and review related documentation.
• Underwrite bespoke tax liability insurance policies for M&A and restructurings.
• Negotiate and finalize policy wording and coverage.
• Lead underwriting of transactions independently or with the team.
• Maintain broker and client relationships to ensure high service quality.
• Support brand and business development activities within Liberty Mutual GTS.
• Provide guidance to junior team members and contribute to process improvements.
• Collaborate to ensure accurate risk assessment and execution.

Skills

Legal drafting

Analytical skills

Communication skills

Negotiation

Relationship building

Education

JD and tax LLM

Job description

The Tax Underwriter 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 underwrite 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. GTS is proud of its reputation for training and developing staff and as such, this role offers great potential for an individual with a strong tax and legal (and/or M&A background) interested in establishing or further developing expertise in this exciting and growing sector of the insurance market.

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
• negotiating and finalizing policy wording and coverage
• working as part of a dynamic team of underwriters as well as independently to individually lead 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
• providing technical training and guidance to other junior members of the team
• continuing to seek improvement of the product and its practices and processes
• contributing to an effective team environment by interacting professionally with all team members in line with GTS core values

Requirements

• JD and tax LLM
• Legal experience specializing in tax (with a strong preference for M&A experience) or tax liability insurance (preferably 4+ years) from a well-regarded accounting or law firm
• Sound decision-making and analytical skills
• Excellent verbal and written communication skills
• Strong negotiation skills
• Strong legal drafting skills and broad understanding of legal and contract concepts
• Interpersonal and relationship-building skills; and business, financial, and risk awareness/understanding is a plus