Tax Insurance Analyst

Kansas City, Missouri, United States of America

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture,
you belong here.

Lockton’s Transaction Liability Practice is seeking a motivated Tax Insurance Analyst to support senior brokers and tax specialists in placing Tax Liability insurance on complex M&A transactions. This role is ideal for individuals who are analytical, organized, strong communicators — and who have a genuine interest in tax.

Looking for:

• 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
• Candidates who can clearly demonstrate:

• Effective communication
• Organizational excellence
• Project management capability
• Analytical thinking
• Interest in tax concepts and tax related problem solving

Key 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

• Strong proficiency in Microsoft Excel and Power Point
• Salesforce experience is helpful, but not a requirement
• 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 majors:
  Accounting, Finance, Economics, or Business
• Coursework or internships involving tax are preferred

Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our ,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.

Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.