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Liberty Mutual Insurance · 5 hours ago

Senior Counsel and Director, Tax Credits

Boston, MA

Full-time

Onsite

Lead/Staff

$198K/yr - $375K/yr

Liberty Mutual Investments is an investment firm that manages over $100B in capital, focusing on driving economic growth and superior returns. The Senior Counsel and Director, Tax Credits will lead tax credit transactions, ensuring legal excellence and supporting financial objectives through collaboration with internal and external stakeholders.

FinanceFinancial ServicesInsurance

Responsibilities

Lead, structure, and negotiate the purchase of federal tax credits, including direct purchases and complex partnership structures (e.g., T-Flips, T-holds)

Advise on, structure, and execute insurance policy negotiations covering federal tax credit investments ensuring adequate risk mitigation and transaction security

Oversee all phases of state tax credit transactions, including Low Income Housing Tax Credits (LIHTC) and certificated state credits from due diligence through closing and post-closing compliance

Build and maintain effective working relationships with internal partners (tax, legal, risk, investments, senior management) and external constituencies (outside counsel and other transaction partners)

Monitor developments in relevant legal and regulatory frameworks; ensure transactions and structures comply with legal requirements

Facilitate consensus-building among diverse stakeholder groups and lead negotiations through complex and ambiguous matters, ensuring efficient and pragmatic resolution of interparty issues

Identify and help realize co-investment and partnership opportunities that advance LMI’s commitment to economic growth, social impact, and superior risk-adjusted returns

Qualification

Federal Tax Credit TransactionsState Tax Credit TransactionsLegal ExcellenceStakeholder ManagementBusiness PartnershipAction OrientationPresence & Interpersonal Style

Required

Significant relevant experience at leading law firm and/or corporate environments; JD and admission in good standing to a US jurisdiction

A transactional attorney who can negotiate the structuring and purchase of federal tax credits, including through direct purchases and partnership structures; experience with negotiation of insurance policies covering such tax credits

Demonstrated ability to navigate complexity and drive consensus as well as build and nurture relationships with internal and external stakeholders including but not limited to regulators and business partners

Ability to manage state tax credit transactions, including LIHTC and certificated state credits

Self-starter with a bias for action and implementation; motivated and energized by the opportunity to impact and actively contribute to company objectives. Assertive, takes ownership in overcoming setbacks, driven by sustainable energy, passion for excellence and optimism

Ability to contribute as a collaborative senior lawyer and business partner who understands balancing risk with organizational growth and realization of commercial goals. Excellent judgment; ability to proactively and pragmatically move with the pace of the business

Excellent interpersonal skills with the ability to build strong relationships. Ability to represent the company with high credibility. Ability to inspire performance and commitment. Personal dynamism