Senior Tax Underwriter, TRI
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Job Location:
Lexington, KY - USA
Monthly Salary:
$ 124900 - 275400
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Senior Tax Underwriter Transaction Risk Insurance (TRI)
About the Role
We are seeking a Senior Tax Underwriter to join our Transaction Risk Insurance (TRI) team specializing in Tax Liability insurance across the U.S. and Canada.
This role provides senior underwriting expertise for complex high-value tax-related risks arising from M&A and standalone transactions. You will lead technical analysis risk structuring pricing and negotiation while operating with delegated authority and serving as a subject matter expert within the TRI Tax portfolio.
This is a senior individual contributor role with defined autonomy technical authority and direct influence on portfolio quality and profitability.
What Youll Do
Core Underwriting
Lead the assessment structuring and negotiation of complex tax liability risks
Evaluate legal and tax documentation to identify exposures and develop coverage solutions
Price and bind risks within delegated underwriting authority
Collaborate with internal stakeholders and external tax counsel to ensure thorough risk evaluation
Maintain complete audit-ready underwriting files and accurate system records
Provide technical guidance and mentorship to junior underwriters
Specialized TRI Tax Responsibilities
Manage the full lifecycle of Tax Liability submissions from intake through policy issuance
Analyze domestic and cross-border tax exposures and transaction structures
Draft review and negotiate bespoke policy wordings and endorsements
Engage directly with brokers clients and tax advisors on complex technical matters
Support portfolio analytics product refinement and underwriting governance initiatives
Monitor tax legislation and market developments to inform underwriting strategy
Represent TMHCCs Tax Liability capabilities in broker and client meetings
What Were Looking For
Required
7 years of tax liability transaction risk or specialty underwriting experience
Deep knowledge of U.S. federal and state taxation
Experience underwriting complex M&A or structured transaction risks
Strong analytical legal and technical writing skills
Experience working directly with external tax counsel and advisors
Ability to operate independently with delegated authority
Preferred
Energy tax credit expertise
Canadian tax exposure knowledge
Law degree CPA or tax/finance advanced degree
Prior TRI or W&I / tax liability insurance experience
Working Model
Hybrid work environment (3 days in office)
Occasional travel for broker/client meetings
Why Join Us
At Tokio Marine HCC youll work alongside technical specialists in a collaborative specialty-focused environment where underwriting expertise drives decision-making. This role offers the opportunity to shape a growing Tax Liability portfolio and influence product strategy at a national level.
Compensation & Pay Transparency (New York)
The pay range for this position is $124900 $275400 which includes geographic adjustments where applicable. The pay range is the range TMHCC in good faith believes is the range of compensation for this role at the time of this posting. The hired applicant will be offered pay within the entire range based on the candidates geographic location qualifications work experience education and/or skill level. The Company is fully committed to ensuring equal pay opportunities for equal work regardless of color race sex national origin sexual orientation religion age veteran status disability pregnancy citizenship status genetic information or any other basis protected by federal state or local pay equity laws.
Equal Opportunity Employer
Tokio Marine HCC is an equal opportunity employer. We consider all qualified applicants without regard to protected characteristics. Reasonable accommodations are available upon request.
Required Experience:
Senior IC
Key Skills
- Loan Processing
- Credit Analysis
- Fraud
- Math
- Risk Analysis
- Pricing
- Analysis Skills
- Fair Housing Regulations
- Equity Research
- Underwriting
- negotiation
- RMF
About Company
Specialty Group boasts a product suite that provides coverage for a myriad of needs within the sports, entertainment, travel, and hospitality industries. Our robust portfolio and global presence helps insureds take on incredible challenges without assuming incredible financial risks.
