Tax Insurance Analyst

Job not on LinkedIn

🔥 13 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🔒 Insurance

👻 Ghost score 12%

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Logo of CAC

CAC

1001 - 5000 employees

Founded 1992

🌾 Agriculture

🏭 Manufacturing

🤝 B2B

Agriculture • Manufacturing • B2B

CAC is a Shanghai-headquartered global manufacturer and developer of agrochemicals and specialty chemicals. For over 30 years the company has focused on crop protection and specialty chemical solutions, combining manufacturing management expertise with proprietary R&D to serve international agricultural markets. CAC's footprint includes Asia Pacific, North America, Latin America, and Europe, positioning it as a B2B supplier to agricultural and related industrial customers.

📋 Description

• Support the placement and management of tax insurance policies for corporate clients, private equity firms, and professional advisors involved in complex transactions • Work with brokers, underwriters, tax advisors, and clients to analyze tax exposures, prepare underwriting submissions, and support negotiation and placement of tax insurance policies • Attend calls with prospective and existing clients, take detailed notes, and track follow-up items • Maintain and update the tax insurance pipeline in Monday.com • Manage and organize master files and supporting documentation for tax insurance placements • Assist in educating producers on the tax insurance product through introductory calls and research • Review initial submission materials and provide preliminary comments and feedback • Conduct tax and transaction-related research • Draft follow-up diligence questions based on initial submissions • Prepare submission packages for insurance markets • Track non-binding indication letters and prepare summary comparisons • Draft internal and client-facing NBIL summaries with recommendations on market participation and structure • Assist with drafting and marking up tax insurance policy language • Draft emails and correspondence to clients, underwriters, and internal stakeholders • Coordinate with CAC’s Legal team on surplus lines and regulatory considerations • Assist in drafting tax insurance articles, thought leadership pieces, and client alerts • Support updates to Tax Practice marketing materials and presentations • Provide day-to-day operational and analytical support, including calls, meetings, and transaction support • Contribute to improving team processes, organization, and efficiency

🎯 Requirements

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