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Risk Strategies Company

Vice President, Retail Tax Insurance

Risk Strategies Company

Vice President Tax Insurance Broker at a growing practice, advising clients on tax liability insurance in M&A and private equity transactions. Handling client relationships and business development initiatives.

Posted 6/10/2026full-timeNew York City • New York • 🇺🇸 United StatesLead💰 $200,000 - $250,000 per yearWebsite

About the role

Key responsibilities & impact
  • Advise clients on the use of tax insurance as a risk-transfer tool
  • Analyze tax opinions, transaction structures, and technical tax issues
  • Develop and execute placement strategies with tax insurance underwriters
  • Manage the underwriting process from submission through policy binding
  • Negotiate policy terms and coverage enhancements
  • Develop and maintain relationships with private equity sponsors and investment banks
  • Generate new business opportunities through networking
  • Serve as a subject matter expert on tax insurance products

Requirements

What you’ll need
  • 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
  • Exceptional communication, negotiation, and presentation skills
  • Proven business development capabilities and commercial acumen

Benefits

Comp & perks
  • Health insurance
  • Retirement plans
  • Flexible work arrangements
  • Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
tax insurancetransactional tax advisoryM&A advisoryU.S. federal income tax conceptstransaction structurespolicy bindingunderwriting processnegotiation of policy termsbusiness development
Soft Skills
communication skillsnegotiation skillspresentation skillsrelationship managementcommercial acumen
Certifications
Bachelor's degree