M&A Tax Insurance Associate

Associate – Tax Insurance / Transactional Liability

Location: NYC

Our client is a rapidly growing, globally recognized insurance brokerage that specializes in structuring coverage solutions for complex transactional and tax-related risks. They are seeking a Tax Associate to join their transactional risk team, working closely with senior leadership to support continued expansion of the tax insurance practice. The individual will work directly alongside senior tax leadership, supporting complex insurance placements, advising on tax-related transaction risk, and helping structure solutions for sophisticated M&A and financing transactions.

• Support placement of tax insurance policies related to M&A transactions, tax credit financings, and other complex tax exposures
• Analyze technical tax matters and collaborate with legal, underwriting, and client teams to structure coverage solutions
• Assist in preparing technical memoranda, deal summaries, and risk assessments related to transaction insurance placements
• Participate in client meetings and transaction discussions alongside senior team members
• Coordinate with internal teams, insurers, and external advisors throughout transaction life cycles
• Contribute to business development initiatives and gradually build client relationship exposure
• Assist in monitoring emerging tax developments impacting transaction risk markets

• 4–7 years of experience within M&A tax, transactional tax advisory, or structured tax consulting
• Background within a Big Four accounting firm, major law firm, or specialized tax advisory platform strongly preferred
• CPA or JD strongly preferred (both backgrounds will be considered)
• Strong technical knowledge of federal income tax concepts related to mergers, acquisitions, and structured transactions
• Ability to translate technical tax concepts into commercial and client-friendly solutions
• Interest in transitioning into a deal-oriented, client-facing advisory environment
• Entrepreneurial mindset with interest in long-term business development and partnership track growth
• Strong communication and relationship-building skills
• Comfortable working in a fast-paced, transaction-driven environment

For more information about this position or other tax opportunities, please reach out to