Job details

Tax Insurance Broker

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Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown’s Risk Solutions team, formerly known as Beecher Carlson, is looking for a Tax Insurance Broker to join the team in New York, NY.

As a Tax Insurance Broker you will specialize in brokering tax credit insurance and transactional tax insurance solutions for our diverse client base. You will serve as a critical link between clients and insurance markets, structuring policies that mitigate tax risks in complex transactions. This position may include oversight of junior team members and contributes directly to the growth and expansion of our tax insurance practice. Responsibilities will include, but are not limited to:

Structure and place tax insurance programs for clients, with specific focus on tax credit insurance and transactional tax matter
Provide insurance solutions for tax-related uncertainties in M&A transactions, tax credit investments, and corporate risk management strategies
Coordinate with insurance carriers to develop tailored tax insurance solutions that address specific client needs
Analyze and explain complex tax issues and associated insurance products to clients and teammates in clear, accessible terms
Mentor and oversee junior staff, reviewing their work and providing training on tax insurance concepts and placement strategies
Support business development activities by identifying new opportunities and building relationships with internal production staff, existing clients and potential new clients
Collaborate with colleagues across practice areas to drive increased use of tax insurance with existing clients and prospects
Prepare detailed submissions to insurance markets and analyze quote options to evaluate appropriateness and strength of available solutions
Stay current on evolving tax regulations, market trends, and innovation in tax insurance products
As reasonably requested, attend relevant industry conferences and networking events to promote the firm's tax insurance capabilities

Qualifications:

2-5 years of relevant experience in tax law, tax insurance, or related fields
Prior experience at a law firm, accounting firm, or insurance brokerage dealing with tax matters
Strong understanding of US federal income taxation and the tax ramifications of business transactions
Bachelor's degree and advanced degree (JD, LLM, and/or CPA) required
Experience with tax credit structures, including renewable energy tax credits
Knowledge of transaction tax matters including M&A, restructurings, and joint ventures
Valid insurance broker license or ability to obtain one within specified timeframe
Proven ability to manage multiple complex transactions simultaneously

Compensation & Perks:

Excellent growth and advancement opportunities
Competitive pay based on experience
Discretionary time off
Generous benefits package: health, dental, vision, etc.
Employee Stock Program
Education Assistance Program – tuition reimbursement, student loan repayment assistance, etc.

Pay Range

185000 - 215000 Annual

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

Average salary estimate

$200000 / YEARLY (est.)

min

max

$185000K

$215000K

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What You Should Know About Tax Insurance Broker, bbinsurance

Are you ready to take your career to the next level by joining the dynamic team at Brown & Brown as a Tax Insurance Broker in New York, NY? Here, we thrive on a culture of meritocracy that rewards self-starters and those dedicated to putting customers first. In this role, you’ll specialize in brokering tax credit insurance and transactional tax insurance solutions for a diverse client base, playing a crucial role in structuring policies that mitigate tax risks during complex transactions. Your daily adventures will include consulting with insurance carriers to craft tailored insurance solutions that meet specific client needs, mentoring junior team members, and supporting business development activities to identify new opportunities. It’s all about building relationships with clients and collaborating closely with colleagues from various practice areas. With 2-5 years of experience in tax law, insurance, or a related field, you’ll leverage your strong understanding of U.S. federal income taxation to analyze and communicate complex tax questions to clients and your teammates. The position comes with excellent growth opportunities, competitive pay, and a fantastic benefits package that emphasizes both financial and mental well-being. If you’re passionate about tax insurance and ready to make an impact, we’d love to hear from you!

Frequently Asked Questions (FAQs) for Tax Insurance Broker Role at bbinsurance

What are the main responsibilities of a Tax Insurance Broker at Brown & Brown?

As a Tax Insurance Broker at Brown & Brown, your key responsibilities include structuring tax insurance programs, particularly focusing on tax credit insurance and transactional tax concerns. You’ll not only coordinate with insurance carriers to develop specific solutions but also analyze complex tax issues and communicate these clearly to clients and your team. Furthermore, you’ll mentor junior staff and engage in business development efforts to enhance relationships with clients.