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About the Role

This role focuses on advising clients and placing tax liability insurance solutions for mergers and acquisitions, corporate restructurizations, private equity transactions, complex tax positions, and tax credits. The Vice President – Tax Insurance Broker will act as a trusted advisor, identifying, structuring, and transferring tax-related risks through insurance. The position involves significant client interaction and contributes to business development, market expansion, and strategic growth.

Responsibilities

Advise clients on the use of tax insurance as a risk-transfer tool for identified and contingent tax exposures.
Analyze tax opinions, transaction structures, and technical tax issues to assess insurability.
Develop and execute placement strategies with tax insurance underwriters.
Manage the underwriting process from submission through policy binding.
Negotiate policy terms, coverage enhancements, exclusions, and pricing on behalf of clients.
Develop and maintain relationships with private equity sponsors, investment banks, law firms, accounting firms, and corporate development teams.
Generate new business opportunities through networking, referrals, conferences, and targeted outreach.
Deliver presentations and educational sessions on tax insurance solutions and market developments.
Collaborate with internal teams to cross-sell transactional risk products.
Serve as a subject matter expert on tax insurance products and developments.
Contribute to thought leadership initiatives, publications, and industry events.
Mentor junior team members and support practice growth.

Requirements

Bachelor's degree.
4+ years of experience in tax, transactional tax advisory, tax insurance, M&A advisory, law, or related disciplines.
Strong understanding of U.S. federal income tax concepts and transaction structures.
Demonstrated ability to manage complex client relationships.
Exceptional communication, negotiation, and presentation skills.
Proven business development capabilities and commercial acumen.

Skills

Tax insurance underwriting
Broking
Transactional risk insurance
M&A advisory
International tax matters
Cross-border transactions

Experience Level

Experienced

Education Level

Bachelor's degree

Salary/Compensations

$200,000 - $250,000

About the Company

Risk Strategies offers comprehensive risk management solutions, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions.
We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right.
With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage.
We think of ourselves as a team, so we have teammates-not employees, and leaders-not managers.
Everything we do is about the greater “WE”-never “me.”
While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission-always doing what is best for our customers.
Brown & Brown and its affiliates maintain an internal recruiting team responsible for filling open roles posted to the public.
In certain situations, Brown & Brown may supplement its internal capabilities by engaging external recruiting vendors and employment agencies (“Recruiting Vendors”).
Recruiting Vendors are not authorized to submit resumes, share candidate data, or directly or indirectly contact Brown & Brown employees to present candidates for employment opportunities.
The only exception applies to Recruiting Vendors with an active Valid Agreement (as defined below) that has been approved by Brown & Brown.
In accordance with this policy, and to ensure appropriate authorization for sharing candidate personal information, Brown & Brown will not accept unsolicited resumes from any source other than Authorized Recruiting Vendors with a Valid Agreement in place who have been expressly invited to support a specific role.
Any unsolicited resumes, incomplete submissions, or candidate data received through any means (including email or otherwise) will be considered the property of Brown & Brown.
Brown & Brown will not pay any placement or related fees for unsolicited submissions or candidate data provided in violation of this policy.
Such submissions may be used by Brown & Brown without any obligation to pay fees of any kind to Recruiting Vendors.
A Valid Agreement is defined as a written contract signed by an authorized representative of Brown & Brown.
In the absence of a Valid Agreement, Brown & Brown assumes no liability under any legal theory, including but not limited to breach of contract, breach of implied contract, tortious interference, quantum meruit, any/or any other contractual or equitable claims in connection with candidates identified through unsolicited submissions made in violation of this policy.

Equal Opportunity

Brown & Brown, Inc. and our team of companies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics.
Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.