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Lead Investments Counsel

Job in New York, New York County, New York, 10261, USA
Listing for: Liberty Mutual Insurance
Full Time position
Listed on 2026-01-20
Job specializations:
  • Finance & Banking
    Corporate Finance
  • Law/Legal
Job Description & How to Apply Below
Location: New York

Senior Counsel and Director, Tax Credits

Liberty Mutual Investments (LMI), the investment arm of Liberty Mutual Insurance, seeks a newly created, lead transactional attorney to oversee tax credit transactions and support the firm’s impact and sustainable investments strategy.

Responsibilities
  • Lead, structure, negotiate and execute acquisitions of federal tax credits (direct purchases and partnership structures such as T‑Flips and T‑Holds).
  • Advise and secure insurance policy coverage for federal tax credit investments, ensuring risk mitigation and transaction security.
  • Oversee all phases of state tax credit transactions, including Low‑Income Housing Tax Credits and certified state credits, from due diligence through closing and post‑closing compliance.
  • Build & maintain effective relationships with internal partners (tax, legal, risk, investments, senior management) and external partners (outside counsel, transaction parties).
  • Monitor legal & regulatory developments affecting the transactions and ensure compliance.
  • Facilitate consensus among diverse stakeholders, leading negotiations on complex, ambiguous matters to pragmatic outcomes.
  • Identify and pursue co‑investment and partnership opportunities that advance LMI’s economic growth, social impact, and risk‑adjusted returns.
Qualifications
  • JD with admission in good standing to a U.S. jurisdiction; significant experience at a leading law firm or corporate counsel.
  • Extensive knowledge of federal tax credit transaction structuring and negotiation, including partnership structures and insurance policy coverage.
  • Experience managing state tax credit (LIHTC, certified credits) transactions from due diligence to close and compliance.
  • Demonstrated stakeholder management—ability to navigate complexity, build consensus, and sustain relationships with regulators, partners, and senior leadership.
  • Self‑starter with a bias for action, ownership, and the drive to influence company objectives.
  • Strong business partnership skills: balance risk with growth, exercise sound judgment, and move with business pace.
  • Excellent interpersonal skills and a high‑credibility presence to inspire performance and commitment.
Culture & Inclusion

Liberty Mutual invests in a workplace that values inclusion, supports employee growth, and offers comprehensive benefits. The company is an equal‑opportunity employer and maintains fair‑chance compliance for various jurisdictions.

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