Now Hiring - Tax Indemnity Underwriter

The Archer Transactional Division of Balance Partners, a rapidly growing multi-line Managing General Underwriter, seeks current tax indemnity insurance underwriters, tax lawyers, and tax CPAs to join Archer as Tax Indemnity Underwriters.


Tax indemnity insurance policies insure against adverse outcomes on known tax risks. Tax indemnity policies add significant value by removing known tax liabilities from M&A transaction negotiations and from corporate balance sheets. The right tax indemnity underwriting candidate will have a broad tax background and the ability to navigate complex tax issues. Typical tax risks confronting a tax underwriter can involve: solar and wind farm tax credits, tax-free spin-off transactions, S-Corp issues, debt versus equity tax exposures, employee retention credits under the CARES Act, and state and local tax issues, amongst other risks. Archer is not seeking a tax lawyer or CPA with expertise in every possible tax issue, but rather a tax specialist who can apply the Internal Revenue Code and IRS guidance to the tax issue at hand.


Underwriting tax indemnity policies involves: reviewing and assessing a summary of the tax risks at issue, analyzing tax opinions and memoranda, identifying additional information necessary to gain comfort with the tax position, verifying and confirming loss calculations, conferring with outside tax counsel, and interviewing the potential insured about the tax risk.

The market for tax indemnity policies has grown tremendously over the past 10 years with all major insurance brokers now having dedicated tax insurance teams. Underwriting tax policies at Archer will provide a stimulating and rewarding alternative for tax lawyers or CPAs looking for a new career opportunity outside of working in corporate law firms or accounting firms.



Please contact our hiring team at Inquiries@balanceuw.com

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At Balance Partners, LLC we are always looking for talented individuals to join our team. Please contact our hiring team at Inquiries@balanceuw.com