Junior Underwriter, Tax

Posted Yesterday
Be an Early Applicant
New York, NY, USA
Hybrid
90K-233K Annually
Junior
Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Join us, and pursue your tomorrow, today.
The Role
Assists senior underwriters in assessing tax liability insurance risks for M&A transactions, restructurings, renewable-energy incentives, and other deals. Reviews tax opinions, memoranda, agreements, rulings, and due diligence materials; supports policy negotiation and wording; services brokers and clients; develops relationships; and contributes to marketing and business development. Requires tax or tax-accounting experience, strong analytical, communication, legal-reading, and relationship-building skills, with CPA/MST or legal and tax credentials preferred.
Summary Generated by Built In
Description
The Junior Underwriter, Tax 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 assist more experienced underwriters in underwriting 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.
The Successful Candidate Will Attend to the Following Responsibilities
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.
This role is responsible for assisting more experienced tax insurance underwriters with respect to underwriting tax liability insurance risks including:
• 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;
• Assist in negotiating and finalizing policy wording and coverage;
• Working as part of a dynamic team of underwriters to assist in the 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; and
• Contributing to an effective team environment by interacting professionally with all team members in line with GTS core values.
Qualifications
Qualifications
• Experience specializing in taxation or tax accounting (with a preference for M&A tax) or tax liability insurance, (preferably 3+ years) from a well-regarded accounting or law firm;
• Sound decision making and analytical skills;
• Excellent verbal and written communication skills;
• Strong legal reading skills and broad understanding of legal and contract concepts;
• Interpersonal and relationship building skills;
• Business, financial and risk awareness/understanding a plus; and
• CPA and MST, or legal degree and tax LLM.
About Us
Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role.
At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve.
We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: https://www.libertymutualgroup.com/about-lm/careers/benefits
Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.
Fair Chance Notices
  • California
  • Los Angeles Incorporated
  • Los Angeles Unincorporated
  • Philadelphia
  • San Francisco

$90,000.00 - 233,000.00

Skills Required

  • Experience specializing in taxation, tax accounting, tax liability insurance, or preferably M&A tax
  • Preferably 3 or more years of relevant experience
  • Sound decision-making and analytical skills
  • Excellent verbal and written communication skills
  • Strong legal reading skills and broad understanding of legal and contract concepts
  • Interpersonal and relationship-building skills
  • Business, financial, and risk awareness or understanding
  • CPA and MST, or a legal degree and tax LLM

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The Company
HQ: Boston, MA
40,000 Employees
Year Founded: 1912

What We Do

Liberty Mutual Insurance exists to help people embrace today and confidently pursue tomorrow. A Fortune 100 company and global leader in property and casualty insurance, we’ve spent over a century creating innovative products, services and technologies to meet the world’s ever-changing needs and make a difference for our customers and communities.

Why Work With Us

We offer the agility, work flexibility, project ownership and access to emerging tech you’d expect from a start-up — combined with the stability, resources and benefits that come from working at a leading Fortune 100 company. All in a welcoming, inclusive environment that values the unique insights, perspectives and backgrounds of each person.

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