Tax Insurance Analyst

Overview

Lockton’s Transaction Liability Practice is seeking a motivated Tax Insurance Analyst to support senior brokers and tax specialists in placing Tax Liability insurance on complex M&A transactions. This role is ideal for individuals who are analytical, organized, strong communicators — and who have a genuine interest in tax.

• Support senior brokers and tax specialists on day to day deal tasks and long term strategic projects
• Assist in evaluating tax exposures within M&A transactions
• Manage a consistent pipeline of deal opportunities involving tax insurance
• Coordinate with insurers, tax attorneys, accountants, and clients throughout the underwriting process
• Prepare monthly, quarterly, and annual internal financial and pipeline reports
• Conduct research on tax issues, market trends, and benchmarking data
• Contribute to ad hoc business development initiatives and internal projects

• Strong proficiency in Microsoft Excel and Power Point
• Salesforce experience is helpful, but not a requirement
• Ability to work collaboratively as part of a team and independently with minimal supervision
• Excellent written, verbal, and presentation communication skills
• Highly organized with strong attention to detail
• Ability to prioritize multiple tasks in a fast paced environment
• Demonstrated analytical ability and comfort working with complex information
• Interest in tax concepts and tax related problem solving

• BA/BS required
• Preferred majors:
  Accounting, Finance, Economics, or Business
• Coursework or internships involving tax are preferred