Surplus Lines Tax Advisory Specialist

Company:

Marsh

Description:

We are seeking a skilled Surplus Lines Tax Advisory Specialist 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.

We will count on you to:

• 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

What you need to have:

• 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

Why join our team:

• Professional development, meaningful work, and supportive leadership
• A collaborative, inclusive culture where your work has real impact
• Broad career opportunities, competitive benefits, and resources to support your well‑being

Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Marsh Risk, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.