Job Description

About the Company:

Our client is a leading specialist insurer, known for their innovative approach to underwriting and broking complex risk. They partner with brokers, corporates and investors to deliver tailored solutions across emerging and complex risk areas.

Their Transactional Liability practice is a key area of strategic growth, providing bespoke insurance solutions to support M&A activity, including Representations & Warranties, Tax Liability, and Contingent Risk insurance.

Role Overview:

The Underwriter will be responsible for evaluating tax-related risks and determining appropriate insurance coverage for clients. This position involves close collaboration with brokers, tax advisors, and legal counsel to develop tailored insurance solutions. The ideal candidate will leverage their legal or tax expertise to navigate complex tax regulations and ensure compliance with both federal and state requirements.

Key Responsibilities:

• Assess and underwrite tax insurance submissions, ensuring all policies meet legal, regulatory, and internal underwriting requirements.
• Collaborate with brokers, tax advisors, and legal counsel to craft customized tax insurance solutions.
• Conduct thorough risk assessments of identified tax exposures, making informed decisions on policy terms, coverage, and pricing.
• Stay updated on industry trends, particularly within the U.S. tax and insurance markets.
• Contribute to the development of new tax insurance products to meet evolving market needs.
• Maintain compliance with internal underwriting guidelines and applicable federal and state regulatory requirements.

Qualifications:

• 1–3 years of experience, ideally within Private Practice, accounting firms, or tax advisory environments.
• A law degree or relevant tax qualification is required, providing a strong foundation for understanding and interpreting complex tax matters and insurance contracts.
• Familiarity with U.S. federal and state tax principles is highly desirable.
• Strong analytical skills and a detail-oriented approach to risk evaluation.
• Excellent communication and negotiation skills.
• Ability to work independently and as part of a team in a dynamic, results-driven environment.

This role is an ideal transition in to a more commercial alternative to Private Practice that still requires and makes use of your legal/tax background.

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