M&A Legal Analyst – Tax

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow.

At Great American, we value diversity and recognize the benefits gained when people from different cultures, backgrounds and experiences work collaboratively to achieve business results. We are intentionally focused on fostering an inclusive culture and know valuing diversity is an essential leadership quality. Our goal is to create a workplace where all employees feel included, empowered and enabled to perform at their best.

Great American’s Mergers & Acquisitions Liability Division underwrites primary and excess Representations & Warranties (R&W) Insurance, Tax Indemnity Insurance and Tax Credit Insurance. This division handles policies of up to $50 million in limits.

The M&A Division of Great American is currently recruiting an M&A Analyst to join our team.  The Underwriting Analyst will assist the mergers and acquisitions liability division in tax underwriting and will work remotely.

• Completes all NDAs and NRLs on a timely basis and assists underwriters on tax underwriting deals.

• Maintenance of electronic files daily, including filing of all tax emails and underwriting documents.

• Prepares invoices for tax transactions.

• Organizes the underwriting information to speed decision making on the part of the tax underwriter.

• Provides information to Processing that is needed to issue tax policies and endorsements on a timely basis.

• Inputs submission and policy information into underwriting workstation.

• Processes tax quotes and binders in the underwriting workstation.

• Follows up with brokers and underwriters to obtain key underwriting documents needed to issue tax policies.

• Issues tax policies (when finalized and approved for issuance) on a timely basis.

• Prepares a daily summary of open tax submissions for use by the tax team

• Daily tracking of status of tax sidecar submissions; includes obtaining policy numbers, coordinating timely responses of tax team.

• Inputs each submission, and process quotes and binders in the underwriting workstation.

• Performs other duties as assigned including, when sufficiently trained, drafting excess policies.

Qualifications

• Bachelor’s degree, paralegal certificate generally preferred.

• Generally, 5+ years of experience in tax underwriting or managing tax issues.

• Must have strong computer skills including MS Word, Excel and Adobe Acrobat.

• Strong attention to detail with the ability to manage multiple tasks.

• Must have excellent organizational skills.

• Ability to work in a fast-paced environment and able to meet tight deadlines.

• Work may be required outside of ordinary business hours.

Business Unit:

Salary Range:

Benefits:

Compensation varies by role, position level, and location. Individual pay is influenced by skills, education, training, certifications, experience, and the role's scope and complexity, along with business needs.

We offer a competitive Total Rewards package, including medical, dental, and vision plans starting on day one, PTO, paid holidays, commuter benefits, an employee stock purchase plan, education reimbursement, paid parental leave/adoption assistance, and a 401(k) plan with company match. These benefits are available to eligible full-time and part-time employees.

Your recruiter can provide more details about our total rewards and specific compensation ranges during the hiring process.