Corporate Tax & Insurance Advisor

Marsh•Austin, TX

2d•Hybrid

About The Position

We are seeking a skilled Corporate Tax & Insurance Advisor to join our team at Marsh. This hybrid role is based in Austin, TX, with an expectation of working in the office at least three days per week. As part of our Operations team, you’ll help ensure surplus lines placements are fully compliant while supporting brokers and internal partners across complex transactions.

Requirements

Knowledge of surplus lines insurance, tax requirements, and compliance standards
Bachelor’s degree preferred
3+ years of experience; surplus lines experience strongly preferred
Active P&C broker license—or ability to obtain within 90 days
Proficiency with Microsoft Office and comfort learning new systems
Strong client focus, professionalism, and relationship‑building skills

Responsibilities

Partner with client‑facing and market‑facing teams to review escalations and confirm surplus lines placements are compliant before binding
Ensure accurate invoicing and timely submission of documentation to the surplus lines processing unit
Guide colleagues on placement workflows to support on‑time, accurate filings
Build and maintain relationships with regulators across assigned jurisdictions
Serve as the primary contact for escalations, audits, and regulatory inquiries
Stay current on state statutes, regulatory changes, and surplus lines requirements
Communicate surplus lines issues to clients and insurers in clear, practical terms
Advise on tax issues and remediation efforts within assigned territories
Mitigate fines and penalties by ensuring all placements meet coverage and filing requirements
Partner with Compliance on investigations, client-related issues, and corporate projects
Identify and raise opportunities to streamline surplus lines processes