Job Description

Our client:

• Is an underwriting company in Toronto that develops specialized insurance programs

Role/Responsibilities

• Review and understand transaction agreements, tax memoranda and/or opinions, and other documentation relevant to the analysis and assessment of tax risks.
• Analyze and assess the insurability of underlying tax risks in accordance with the tax product line policies and procedures.
• Prepare and negotiate non-binding indication letters, insurance policies and binder agreements.
• Interact with clients, clients’ advisors, brokers and other deal professionals.
• Participate on underwriting conference calls.
• Manage the tax underwriting process, including the selection of, and work performed by, outside counsel.

Requirements

• Minimum of 3-7 years of tax experience in a law firm, public accounting firm or other relevant business.
• Detailed understanding of complex corporate tax structuring and tax credit arrangements, with a focus on the federal income tax aspects of M&A and partnership transactions, including domestic and cross-border transactions.
• Ability to multitask, work in a fast-paced environment, and to make informed and independent decisions on technical underwriting points against a backdrop of tax risk assessment.
• Law degree or CPA required.

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