Our Client
Our client is seeking a Vice-President, Tax Insurance Specialist to join their Mergers & Acquisitions practice. The successful candidate will originate, structure, and execute tax insurance solutions while serving as a trusted advisor to clients across various industries.
Responsibilities
- Lead the underwriting and placement of tax insurance policies for both transactional and non-transactional matters.
- Review and analyze tax memoranda, legal opinions, and financial statements to assess insurable tax risks.
- Develop tailored tax insurance solutions and negotiate policy terms with insurers.
- Identify new market opportunities and support business development initiatives.
- Educate clients and internal teams on tax insurance products.
- Represent the organization at industry events, panels, and conferences (travel as required).
- Monitor evolving tax legislation, case law, and regulatory developments affecting insurable risks.
- Serve as a trusted advisor to private equity firms, pension funds, corporations, financial institutions, and legal counsel.
- Present tax insurance solutions in the context of M&A and other tax-sensitive matters.
- Build and maintain strong relationships with clients and insurers.
- Collaborate with related insurance practices to deliver integrated client solutions.
- Mentor junior team members and promote high technical and client-service standards.
Requirements
- 5–7 years of experience as a tax advisor within a top-tier law firm, major accounting firm, or tax advisory practice.
- Strong transactional tax background; cross-border or complex structuring experience preferred.
- Experience in tax insurance, M&A insurance, or risk advisory is an asset.
- Strong technical knowledge of tax law and risk assessment.
- Skilled negotiator with the ability to structure complex agreements.
- Excellent communication and client-facing abilities, with talent for simplifying complex issues.
- Entrepreneurial, collaborative, and able to work independently when needed.
- High level of integrity, judgment, and commercial awareness.
REF LI #1472
