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Tax Underwriter Jobs (NOW HIRING)

Tax Credit Equity Underwriter

Boston, MA · On-site

$103K - $173K/yr

Overview: Underwriter function will support various tax credit equity investments (e.g. LIHTC (Low Income Housing Tax Credit, HTC(Historic Tax Credit), NMTC(New Markets Tax Credit), and RETCs ...

Tax Credit Equity Underwriter

Buffalo, NY · On-site

$103K - $173K/yr

Overview: Underwriter function will support various tax credit equity investments (e.g. LIHTC (Low Income Housing Tax Credit, HTC(Historic Tax Credit), NMTC(New Markets Tax Credit), and RETCs ...

Tax Credit Equity Underwriter

Boston, MA · On-site

$103K - $173K/yr

Overview: Underwriter function will support various tax credit equity investments (e.g. LIHTC (Low Income Housing Tax Credit, HTC(Historic Tax Credit), NMTC(New Markets Tax Credit), and RETCs ...

Underwriter

Manhattan, NY · On-site

$65K - $85K/yr

About the Role As an Underwriter at Biz2Credit, you will play a vital role in evaluating loan ... Analyze financial statements, credit reports, tax returns, and other relevant data to assess risk ...

About the Role As an Underwriter at Biz2Credit, you will play a vital role in evaluating loan ... Analyze financial statements, credit reports, tax returns, and other relevant data to assess risk ...

Underwriter

Manhattan, NY · On-site

$65K - $85K/yr

About the Role As an Underwriter at Biz2Credit, you will play a vital role in evaluating loan ... Analyze financial statements, credit reports, tax returns, and other relevant data to assess risk ...

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Tax Underwriter information

See salary details

$32.5K

$78.9K

$139.5K

How much do tax underwriter jobs pay per year?

As of Jul 16, 2026, the average yearly pay for tax underwriter in the United States is $78,878.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,000.00 and $87,000.00 per year, depending on experience, location, and employer.

How does a Tax Underwriter typically collaborate with other departments during the underwriting process?

Tax Underwriters frequently work alongside legal, compliance, and tax advisory teams to assess and mitigate risks associated with tax liability insurance. Collaboration is key, as underwriters must gather detailed information, review legal documentation, and consult with experts to evaluate complex tax structures. This cross-functional teamwork ensures that all potential risks are thoroughly analyzed and that the policy terms align with both regulatory standards and client needs. Strong communication skills are essential for coordinating with multiple stakeholders and delivering clear, well-supported recommendations.

What are the key skills and qualifications needed to thrive as a Tax Underwriter, and why are they important?

To thrive as a Tax Underwriter, you need a solid understanding of tax law, risk assessment, and underwriting principles, typically backed by a degree in finance, accounting, or a related field. Familiarity with financial analysis software, underwriting management systems, and sometimes certifications such as CPCU or ARM are commonly required. Strong analytical thinking, attention to detail, and effective communication skills set top performers apart in this role. These skills and qualities are critical for accurately evaluating tax risks and ensuring sound business decisions for clients and employers.

What is a Tax Underwriter?

A Tax Underwriter is a professional who assesses and evaluates the risks associated with tax insurance policies. They analyze various tax positions, review documents, and determine whether to provide insurance coverage for potential tax liabilities or disputes. Tax Underwriters work closely with legal, tax, and financial professionals to ensure that policies are accurately priced and compliant with relevant regulations. Their role is crucial in helping clients manage tax-related risks, especially in complex transactions such as mergers and acquisitions.

What is the difference between Tax Underwriter vs Mortgage Underwriter?

AspectTax UnderwriterMortgage Underwriter
CredentialsTypically requires a bachelor's degree in finance, accounting, or related field; certifications like CPCU or ARM are commonRequires a bachelor's degree in finance, economics, or related field; certifications like FHA or VA underwriting certifications are beneficial
Work EnvironmentWorks primarily in insurance or banking sectors, assessing tax-related risks for loans or insurance policiesWorks mainly in banking or mortgage companies, evaluating loan applications and property documentation
Industry UsageCommonly used in insurance, banking, and real estate industries for risk assessmentPrimarily used in mortgage lending and banking sectors for loan approval processes

While both roles involve risk assessment and require financial knowledge, a Tax Underwriter focuses on evaluating tax-related risks in insurance or loans, whereas a Mortgage Underwriter specializes in assessing mortgage loan applications and property details. Understanding these differences helps in choosing the right career path or job search focus.

More about Tax Underwriter jobs
What cities are hiring for Tax Underwriter jobs? Cities with the most Tax Underwriter job openings:
What states have the most Tax Underwriter jobs? States with the most job openings for Tax Underwriter jobs include:
Infographic showing various Tax Underwriter job openings in the United States as of July 2026, with employment types broken down into 51% Full Time, 6% Part Time, and 43% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $78,878 per year, or $37.9 per hour.
Tax Underwriter, Renewable Energy

Tax Underwriter, Renewable Energy

kWh Analytics

New York, NY • Remote

Full-time

Posted 26 days ago


Job description

About kWh Analytics

kWh Analytics is insuring the energy transition. We underwrite property insurance and revenue firming products for renewable energy assets. Our proprietary database of 300,000+ zero-carbon projects and $150B in loss data supports advanced modeling, insights, and precise risk assessment for renewable energy, mixed energy, and low-carbon projects. 

In March 2026, Beazley, a leading specialty insurer, agreed to acquire kWh Analytics. Beazley believes that the global energy transition is a significant strategic growth opportunity and is focused on underwriting the complex risks that will enable the transition. kWh Analytics will add scalability and enhance Beazley’s capabilities in modelling, underwriting and risk management across renewable energy portfolios.
 

The Role

We are actively building a dedicated Tax Credit Insurance (TCI) platform focused on the renewable energy market created and expanded by the Inflation Reduction Act. This is a rare opportunity to join a well-resourced, purpose-built team at launch, with the speed, focus, and mission-driven culture of an energy transition insurance platform with the institutional backing from Beazley. 

You will have access to kWh Analytics' proprietary renewable energy data platform and AI-enabled underwriting tools and also benefit from collaborating with a team of renewable energy finance veterans with deep expertise in the risks you'll be underwriting. 

This role is responsible for the structuring, underwriting, and negotiation of tax credit insurance solutions covering renewable energy investment tax credits. The Underwriter will serve as a key point of contact for brokers and tax advisors, managing submissions from intake through bind with a high standard of technical rigor and execution quality. 
 

Location

This is currently a remote position but may become a hybrid role in the future. Our ideal candidate can thrive working from home or working from one of our US offices a few days per week.

We have offices in many major cities across the country:

  • Los Angeles, CA
  • San Francisco, CA
  • Denver, CO
  • West Hartford, CT
  • Miami, FL
  • Atlanta, GA
  • Chicago, IL
  • Boston, MA
  • New York City, NY
  • Philadelphia, PA
  • Addison, TX
  • Houston, TX

 

Responsibilities

  • Analyze and evaluate tax credit insurance submissions, including review of tax counsel opinions, memoranda, project documentation, ownership and transfer structures, and diligence reports
  • Assess and underwrite renewable energy tax credit risks, including qualification, transferability, recapture exposure, and basis risk
  • Review and understand the client's motivation for procuring coverage, the role insurance plays in the transaction, and the coverage structure required to support deal execution
  • Prepare and negotiate non-binding indication letters, policy terms, binders, and endorsements in coordination with our carrier partner
  • Participate in underwriting conference calls and manage deal timelines with brokers, tax advisors, and transaction counsel
  • Perform independent tax research to assess novel or complex risk positions and present findings and conclusions to senior underwriters and management
  • Manage the underwriting process from submission through bind, including selection of and coordination with outside tax counsel where applicable
  • Contribute to the development and ongoing refinement of underwriting guidelines, submission criteria, and pricing benchmarks
  • A highly customer-focused approach to origination, working with transactional liability brokers, tax equity investors, and tax credit transfer marketplaces.
  • Cross-functional interactions with senior management, data scientists, and underwriting support staff.
  • Collaborate with a team of experienced renewable energy veterans committed to solving a critical bottleneck that is holding back the adoption of renewable energy.
 

What you likely need to do the job well

  • Tax expertise: You have deep knowledge of renewable energy tax credits and the structures used to monetize them, such as partnership flips, sale-leasebacks, and direct transfers. A background as a tax attorney, Big 4 tax advisor, tax equity investor, or tax insurance underwriter or broker is ideal; a JD, CPA, or LLM is a plus.
  • Underwriting or deal experience: You have evaluated tax risk in M&A, tax equity, or tax credit transfer transactions, and can translate that judgment into clear, defensible underwriting decisions. You are able to negotiate policy language, indication letters, and binder agreements with commercially and legally sophisticated counterparties. 
  • Critical thinker: You quickly synthesize large volumes of (often conflicting) information and develop a thesis. You can clearly articulate your proposal with supporting data.
  • Operational Capability: We operate like a startup and need people who bias towards action and aren’t afraid to get their hands dirty.
  • Self-starter: You can independently lead and manage projects. You know when to ask for help, but also trust your analytical frameworks.
  • A relationship manager: You’ve worked with outside parties and/or brokers and fostered mutually beneficial relationships to build a book of business.
  • Travel: You look forward to opportunities to meet with brokers, carriers, renewable industry leaders, stakeholders, and fellow team members.
 

Compensation

$180,000 - $250,000 per year +  annual target bonus

Actual compensation within this range will depend on experience, skills, and location.

 

kWh Analytics is an equal opportunity employer. We celebrate diversity and are committed to maintaining an inclusive environment for all employees.

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