Hybrid Corporate Tax & Insurance Advisor, Surplus Lines

Marsh; Austin (TX); Hybrid; USD 110,000 - 150,000; Full time

Job summary

Marsh in Austin, TX is seeking a Corporate Tax & Insurance Advisor for a hybrid role requiring in‑office presence at least three days weekly. You will help ensure surplus lines placements are compliant, support brokers and partners, and work with regulators across jurisdictions.

The role combines tax advisory and insurance compliance, with responsibility for escalations, audits, and filings. A P&C license or ability to obtain it within 90 days is preferred.

Qualifications

• 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

• Review escalations with client‑facing and market‑facing teams to 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.

Skills

Surplus lines knowledge

Regulatory compliance

Client relationship building

Professionalism

MS Office proficiency

Education

Bachelor’s degree preferred

Tools

Microsoft Office

Regulatory systems

Job description

Marsh in Austin, TX is seeking a Corporate Tax & Insurance Advisor for a hybrid role requiring in‑office presence at least three days weekly. You will help ensure surplus lines placements are compliant, support brokers and partners, and work with regulators across jurisdictions.

The role combines tax advisory and insurance compliance, with responsibility for escalations, audits, and filings. A P&C license or ability to obtain it within 90 days is preferred.