Tax Underwriter, Renewable Energy at kWh Analytics | NY, US | Rezi

Tax Underwriter, Renewable Energy at kWh Analytics

Tax Underwriter, Renewable Energy

kWh Analytics · NY, US

2 weeks ago

Tax Underwriter, Renewable Energy

kWh Analytics · NY, US

20 days ago
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About the Role

This role is responsible for the structuring, underwriting, and negotiation of tax credit insurance solutions covering renewable energy investment tax credits. The Underwriter will serve as a key point of contact for brokers and tax advisors, managing submissions from intake through bind with a high standard of technical rigor and execution quality.

Responsibilities

  • Analyze and evaluate tax credit insurance submissions, including review of tax counsel opinions, memoranda, project documentation, ownership and transfer structures, and diligence reports.
  • Assess and underwrite renewable energy tax credit risks, including qualification, transferability, recapture exposure, and basis risk.
  • Review and understand the client's motivation for procuring coverage, the role insurance plays in the transaction, and the coverage structure required to support deal execution.
  • Prepare and negotiate non-binding indication letters, policy terms, binders, and endorsements in coordination with our carrier partner.
  • Participate in underwriting conference calls and manage deal timelines with brokers, tax advisors, and transaction counsel.
  • Perform independent tax research to assess novel or complex risk positions and present findings and conclusions to senior underwriters and management.
  • Manage the underwriting process from submission through bind, including selection of and coordination with outside tax counsel where applicable.
  • Contribute to the development and ongoing refinement of underwriting guidelines, submission criteria, and pricing benchmarks.
  • Adopt a highly customer-focused approach to origination, working with transactional liability brokers, tax equity investors, and tax credit transfer marketplaces.
  • Engage in cross-functional interactions with senior management, data scientists, and underwriting support staff.
  • Collaborate with a team of experienced renewable energy veterans committed to solving a critical bottleneck that is holding back the adoption of renewable energy.

Requirements

  • Deep knowledge of renewable energy tax credits and the structures used to monetize them, such as partnership flips, sale-leasebacks, and direct transfers.
  • Experience evaluating tax risk in M&A, tax equity, or tax credit transfer transactions.
  • Ability to translate risk judgment into clear, defensible underwriting decisions.
  • Ability to negotiate policy language, indication letters, and binder agreements with commercially and legally sophisticated counterparties.
  • Ability to quickly synthesize large volumes of information and develop a thesis.
  • Ability to clearly articulate proposals with supporting data.
  • Bias towards action and willingness to take initiative in a startup-like environment.
  • Ability to independently lead and manage projects.
  • Experience working with outside parties and/or brokers to foster mutually beneficial relationships and build a book of business.
  • Willingness to travel to meet with brokers, carriers, renewable industry leaders, stakeholders, and team members.

Skills

  • Tax expertise
  • Underwriting
  • Deal experience
  • Negotiation
  • Critical thinking
  • Operational capability
  • Self-starter
  • Relationship management

Location

  • Remote
  • Los Angeles, CA
  • San Francisco, CA
  • Denver, CO
  • West Hartford, CT
  • Miami, FL
  • Atlanta, GA
  • Chicago, IL
  • Boston, MA
  • New York City, NY
  • Philadelphia, PA
  • Addison, TX
  • Houston, TX

Work Type

  • Remote
  • Hybrid

Experience Level

  • Senior

Education Level

  • JD, CPA, or LLM is a plus

Salary/Compensations

  • $180,000 - $250,000 per year + annual target bonus

About the Company

  • kWh Analytics is insuring the energy transition by underwriting property insurance and revenue firming products for renewable energy assets.
  • Our proprietary database of 300,000+ zero-carbon projects and $150B in loss data supports advanced modeling, insights, and precise risk assessment for renewable energy, mixed energy, and low-carbon projects.
  • In March 2026, Beazley, a leading specialty insurer, agreed to acquire kWh Analytics.
  • Beazley believes that the global energy transition is a significant strategic growth opportunity and is focused on underwriting the complex risks that will enable the transition.
  • kWh Analytics will add scalability and enhance Beazley’s capabilities in modelling, underwriting and risk management across renewable energy portfolios.

Equal Opportunity

  • kWh Analytics is an equal opportunity employer.
  • We celebrate diversity and are committed to maintaining an inclusive environment for all employees.