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Tax Underwriter Jobs (NOW HIRING)

Underwriter (Miami)

Miami, FL · On-site

$70K - $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 ...

Assess borrower creditworthiness, financial statements, tax returns, cash flow, and collateral * Perform risk analysis and make sound underwriting decisions * Ensure loans meet internal policies ...

... tax returns, bank statements, processing statements, corporate records, websites, and supporting ... underwriting rationale for complex decisionsReview escalated applications and assist with exception ...

Underwriter (Miami)

Miami, FL · 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 ...

Underwriter (Miami)

Miami, FL · On-site

$70K - $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 ...

Underwriter (1290)

Wayne, PA · On-site

$60 - $80/hr

Underwriter * Location: Wayne, PA 19087 * Position Type: Full Time * Travel: None * Shift: Day ... Calculates debt to income ratio by reviewing paystubs, W2's and/or tax returns as necessary

Assess borrower creditworthiness, financial statements, tax returns, cash flow, and collateral * Perform risk analysis and make sound underwriting decisions * Ensure loans meet internal policies ...

Underwriter (Miami)

Miami, FL · On-site

$70K - $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 ...

Associate Underwriter

Manhattan, NY · On-site

$80 - $100/hr

Reviews and drafts deal transaction documents, ensures accuracy and alignment with underwriting objectives specifically for representations and warranties insurance, tax liability insurance and ...

This is a true full-file underwriting role with end-to-end ownership of credit, income, assets ... Review and analyze credit reports, income and asset documentation, tax returns, appraisals, title ...

Associate Underwriter

New York, NY · On-site

$81K - $102K/yr

... tax liability insurance and contingent liability insurance products. • Collects relevant underwriting information from sources, assesses factors such as business sector, deal structure ...

Renewal Underwriter

San Antonio, TX · On-site

$60 - $80/hr

... taxes are paid. * Secure payments on risks bound or written. * Assist the Underwriter/Broker with the review, analysis, and underwriting of renewal and new business, rate accounts for premiums and ...

Associate Underwriter

New York, NY · On-site

$81K - $102K/yr

Reviews and drafts deal transaction documents, ensures accuracy and alignment with underwriting objectives specifically for representations and warranties insurance, tax liability insurance and ...

Assess borrower creditworthiness, financial statements, tax returns, cash flow, and collateral * Perform risk analysis and make sound underwriting decisions * Ensure loans meet internal policies ...

$80 - $100/hr

Reviews and drafts deal transaction documents, ensures accuracy and alignment with underwriting objectives specifically for representations and warranties insurance, tax liability insurance and ...

New

Senior Underwriter

Anaheim, CA · On-site

$65K - $68K/yr

Interpret consumer and business credit reports, financial statements, tax returns, bank statements ... Provide clear and well-supported underwriting rationale for complex decisions * Review escalated ...

Showing results 21-40

Tax Underwriter information

See salary details

$32.5K

$78.9K

$139.5K

How much do tax underwriter jobs pay per year?

As of Sep 8, 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.

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.

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 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.

Do tax underwriters earn good money?

Tax underwriters typically earn competitive salaries that vary based on experience, location, and employer size. They often receive benefits such as health insurance and retirement plans, and experienced professionals in the field can earn higher wages with specialized skills and certifications. Overall, the role offers a stable income within the financial services industry.

How hard is it to get a tax underwriter job?

Securing a tax underwriter position typically requires relevant experience in underwriting, strong analytical skills, and knowledge of tax laws and financial documents. Many employers prefer candidates with a bachelor's degree in finance, accounting, or related fields, and some roles may require industry certifications such as CPCU or ARM. Competition can vary based on location and experience level, but having specialized skills can improve job prospects.
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 August 2026, with employment types broken down into 45% Full Time, 5% Part Time, and 50% 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.

Full-time, Part-time

Re-posted 5 days ago


Key responsibilities

  • Underwrite a broad range of commercial loan types for credit unions across the U.S.

  • Analyze borrower, guarantor, and business financial information, including tax returns, financial statements, cash flow, collateral, and repayment capacity.

  • Prepare written credit recommendations and supporting analysis.


Job description

Description: Commercial Loan Underwriter

Remote or In Office | Full-Time or Part-Time
Tallahassee, Florida, United States

Why Join Lucro?

Lucro Commercial Solutions is one of the nation’s leading providers of commercial lending services to credit unions. Since 2004, we have underwritten more than $45 billion in commercial loans and support over 100 credit union partners nationwide. Our underwriting team represents more than 800 years of combined commercial lending experience, underwriting over 400 commercial loan requests each month.

If you enjoy credit analysis, value quality underwriting, and want the flexibility to work remotely while continuing to grow professionally, Lucro offers a unique opportunity to work alongside experienced commercial lending professionals on a wide variety of commercial transactions.

Retired or Semi-Retired?

Many of our underwriters are retired or semi-retired commercial lending professionals who enjoy continuing to work in commercial credit on a flexible schedule. If you have spent a career analyzing commercial loans and still enjoy the work, Lucro provides an opportunity to continue utilizing that expertise while maintaining work-life balance.

Who You Are

· An experienced commercial lender or underwriter who wants to continue utilizing and expanding commercial lending expertise

· Someone who values sound credit analysis and quality underwriting

· Interested in working with a collaborative team of experienced credit professionals

· Looking for a flexible work environment with remote work opportunities

· Seeking relief from production pressure and sales-driven environments

· Returning to the workforce after time away from full-time employment, or looking for a long-term professional home

· A Florida or Georgia resident  

What You Will Do

· Underwrite broad range of commercial loan types for credit unions across the U.S. We underwrite everything from a $5,000 credit card to a $100 million hotel construction loan. No matter where your interests or expertise lie, you'll find loans you enjoy working on and opportunities to learn something new.

· Analyze borrower, guarantor, and business financial information

· Evaluate tax returns, financial statements, cash flow, collateral, and repayment capacity

· Prepare written credit recommendations and supporting analysis

· Collaborate with experienced underwriters and credit professionals across the organization


Requirements: Why Underwriters Enjoy Working at Lucro

· Focus on quality credit decisions rather than sales production goals

· Remote work opportunities

· Flexible scheduling options

· Full-time and part-time positions available

· Exposure to a wide variety of commercial credit structures and industries

· Opportunity to continue learning and developing professionally

· Work with one of the most experienced commercial underwriting teams in the industry

Qualifications

· College degree or equivalent experience; business, finance, or accounting preferred

· Five or more years of commercial lending, underwriting, or related experience preferred

· Strong financial statement and tax return analysis skills

· Working knowledge of commercial credit structures and underwriting principles

· Advanced knowledge of Microsoft Office, particularly Excel and Word

· Strong written and verbal communication skills

· Ability to work independently and as part of a team

· Detail-oriented with a commitment to quality work product

Benefits

Lucro offers a competitive benefits package and a professional environment where experienced credit professionals can continue to grow, contribute, and make an impact.