Surplus Lines Tax Manager

Marsh; Austin (TX); Hybrid; USD 120,000 - 160,000; Full time

Job summary

Marsh in Austin, TX, seeks a Surplus Lines Tax Manager to lead a team of Tax Advisors and oversee day-to-day surplus lines tax operations. The role collaborates with client-facing colleagues and senior leadership to ensure accurate filings, regulatory compliance, and continuous process improvement across jurisdictions.

The ideal candidate has 5+ years in insurance with at least 3 in a supervisory role, and surplus lines experience is highly desirable.

Qualifications

• Minimum 5+ years of insurance experience with at least 3 years in a supervisory role.
• Surplus lines experience is highly desirable.
• Corporate Tax experience recommended.
• Bachelor's degree preferred; P&C broker license, Surplus Lines license, or ability to obtain within 60 days of hire.
• Proficiency in Microsoft Office and ability to adapt to other applications.

Responsibilities

• Lead and oversee the Surplus Lines Tax team, mentoring and evaluating performance.
• Manage daily surplus lines tax operations for productivity, accuracy, and compliance.
• Advise on escalations and complex placements, ensuring compliance prior to binding and timely invoicing.
• Coordinate workflow across units to ensure timely filings and issue resolution.
• Establish relationships with regulators and serve as main contact for inquiries and audits.
• Monitor regulatory changes and drive process improvement opportunities.

Skills

Surplus lines

Leadership

Regulatory compliance

Tax experience

Client collaboration

MS Office

Education

Bachelor's degree

P&C broker license

Surplus Lines License

Tools

MS Office

PowerPoint

Job description

This is the current role We are seeking a talented individual to join our Surplus Lines Tax team at Marsh. This role will be based in Austin, TX.

This is a hybrid role that has a requirement of working at least three days a week in the office.

As a Surplus Lines Tax Manager, you will lead a team of Tax Advisors, oversee day-to-day surplus lines tax operations and guiding the team through complex analytical tasks and projects. You will collaborate closely with client-facing and market-facing colleagues, as well as senior leadership, to ensure accurate surplus lines tax filings, regulatory compliance, and continuous process improvement across assigned jurisdictions.

We will count on you to:

• Lead and oversee the Surplus Lines Tax team, providing ongoing mentoring, coaching, and performance evaluation to support professional development and high-quality output.
• Manage daily surplus lines tax operations, implementing processes and policies to optimize productivity, accuracy, and compliance across assigned jurisdictions.
• Collaborate with client-facing and market-facing colleagues to advise on escalations and complex surplus lines placements, ensuring compliance prior to binding, accurate invoicing, and timely documentation submission for surplus lines filings.
• Coordinate workflow among client-facing, market-facing, and surplus lines processing units to guarantee timely, accurate filings and effective issue resolution.
• Establish and maintain strong working relationships with regulators, serving as the primary point of contact for escalations, audits, inquiries, and questions related to insurance statutes and surplus lines regulations.
• Monitor pending and enacted changes to surplus lines regulations, communicate relevant updates to the team and stakeholders, and identify and escalation process improvement opportunities to streamline surplus lines business operations.

What you need to have:

• Knowledge of surplus lines insurance, tax, and compliance requirements, with experience ensuring accurate filings and regulatory adherence.
• Minimum 5+ years of insurance experience, including at least 3 years in a supervisory or leadership role; surplus lines insurance experience highly desirable.
• Corporate Tax experience, Compliance and Accounting expertise highly recommended
• Bachelors degree preferred, along with a Property and Casualty broker license, Surplus Lines License, or the ability to obtain required licenses within 60 days of hire.
• Proficiency in Microsoft Office and the ability to quickly adapt to other applications and programs, with a client-focused mindset and strong relationship-building skills.

What makes you stand out:

• Demonstrated experience managing surplus lines regulatory relationships, audits, escalations, and complex jurisdictional issues.
• Proven track record driving process improvement initiatives, mitigating fines and penalties, and partnering with Compliance on client-based and corporate projects.
• Experience operating as an effective consultant and advisor, including training, or presenting to stakeholders using tools such as PowerPoint.

Why join our team:

We help you be your best through professional development opportunities, interesting work, and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.