Tax Insurance Analyst jobs in United States
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Lockton · 6 hours ago

Tax Insurance Analyst

positionKansas City, MO
timeFull-time
remoteOnsite
seniorityEntry Level
date1+ years exp

Lockton is seeking a motivated Tax Insurance Analyst to support senior brokers and tax specialists in placing Tax Liability insurance on complex M&A transactions. The role involves evaluating tax exposures, managing deal opportunities, and coordinating with various stakeholders throughout the underwriting process.

Auto InsuranceInsuranceRisk Management

Responsibilities

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

Qualification

Microsoft ExcelAnalytical abilityPowerPointSalesforceOrganizational excellenceInterest in taxEffective communicationProject management

Required

1–2 years of professional experience in finance, accounting, tax, business analysis, consulting, or related fields
Recent college graduates with strong academic performance and demonstrated discipline
Effective communication
Organizational excellence
Project management capability
Analytical thinking
Interest in tax concepts and tax related problem solving
Strong proficiency in Microsoft Excel and PowerPoint
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
BA/BS required

Preferred

Salesforce experience is helpful, but not a requirement
Preferred majors: Accounting, Finance, Economics, or Business
Coursework or internships involving tax are preferred

Company

Lockton

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Lockton provides risk management and insurance services.
dateFounded in 1966
location
Kansas City, Missouri, USA
people-size10001+ employees
web-link
https://www.lockton.com/offices/uk

Funding

Current Stage
Late Stage

Leadership Team

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Mohammad Al Abdul Jabbar
Chief Executive Officer
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Scott Bastian
Senior Vice President
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