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Tax Underwriter

1 week ago New York, NY

Description

Key Responsibilities

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 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 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
  • 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.; and
  • contributing to an effective team environment by interacting professionally with all team members in line with GTS core values.
Qualifications

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  • 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 legal drafting skills and broad understanding of legal and contract concepts.
  • interpersonal and relationship building skills.
  • business, financial and risk awareness/understanding a plus.; and
  • 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.

As a purpose-driven organization, Liberty Mutual is committed to fostering an environment where employees from all backgrounds can build long and meaningful careers. Through strong relationships, comprehensive benefits and continuous learning opportunities, we seek to create an environment where employees can succeed, both professionally and personally.

At Liberty Mutual, we believe progress happens when people feel secure. By providing protection for the unexpected and delivering it with care, we help people embrace today and confidently pursue tomorrow.

We are dedicated to fostering an inclusive environment where employees from all backgrounds can build long and meaningful careers. By actively seeking employee feedback and amplifying the voices of our seven Employee Resource Groups (ERGs), which are open to all, we create an environment where every individual can make a meaningful impact so we continue to meet the evolving needs of our customers.

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://LMI.co/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

Client-provided location(s): New York, NY
Job ID: liberty_mutual-2025-71338-en_1
Employment Type: OTHER
Posted: 2025-07-30T04:33:26

Perks and Benefits

  • Health and Wellness

    • Long-Term Disability
    • FSA
    • HSA With Employer Contribution
    • HSA
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Mental Health Benefits
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Happy Hours
    • Snacks
    • On-Site Cafeteria
    • Casual Dress
    • Holiday Events
  • Vacation and Time Off

    • Personal/Sick Days
    • Paid Holidays
    • Paid Vacation
    • Volunteer Time Off
    • Leave of Absence
  • Financial and Retirement

    • Performance Bonus
    • 401(K) With Company Matching
    • Financial Counseling
  • Professional Development

    • Mentor Program
    • Promote From Within
    • Learning and Development Stipend
    • Tuition Reimbursement
    • Internship Program
    • Associate or Rotational Training Program
    • Access to Online Courses
    • Lunch and Learns
    • Shadowing Opportunities
  • Diversity and Inclusion

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