Client Advisor - Transactional Risk

Marsh McLennan•New York, NY

4d•Hybrid

About The Position

Marsh & McLennan Companies, Inc. (NYSE: MRSH) is seeking a tax lawyer or a CPA (preferably with renewable energy tax experience, M&A tax experience, or international tax experience, with preference in that order) to serve as a Senior Vice President and Placement Advisor in its Transactional Risk Insurance brokerage team, which is recognized as global leaders in transactional risk insurance. The individual will be a key part of Marsh’s multi-disciplinary advisory team and will report to the head of the Transactional Risk Tax Practice. The position will provide in-depth exposure to a variety of transactions (M&A, renewable energy financing and otherwise) and the insurance industry generally, in a well-established, high-profile practice within the company. This role will be based in either our New York City or Norwalk offices. This is a hybrid role that has a requirement of working at least three days a week in the office.

Requirements

At least four years of transactional, renewable energy finance or M&A tax experience at a major law firm or Big Four
Strong oral and written communication skills
Creative, commercial, and practical problem-solving skills
Entrepreneurial, team-oriented, and comfortable in a fast-paced environment
Must be able to obtain P&C license

Nice To Haves

Renewable energy tax experience
M&A tax experience
International tax experience

Responsibilities

Utilizing legal and business skills to analyze tax risks associated with transactions and making commercial decisions relating to transactional risk insurance coverage with respect to complex domestic and cross-border transactions.
Managing deal processes with clients, Marsh client executives, clients’ outside counsel, and the carriers who provide coverage in the transactional risk insurance space.
Establishing and expanding relationships with carriers, clients, prospects, and other deal professionals, including attorneys, bankers, and accountants.
Reviewing and understanding transaction documents and tax risks associated with third-party transactions and internal restructurings.
Communicating and negotiating policy terms with lawyers, clients, and underwriters.
Preparing and presenting marketing and informational materials relating to transactional risk insurance and Marsh’s specific product offerings to clients, law firms, accounting firms, and at conferences and other venues.