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Oliver Wyman

Corporate Tax & Insurance Advisor

austin, TX

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Job description

Corporate Tax & Insurance Advisor

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.

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 (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective.

Worksite address

austin, TX, 78716, US

Who can apply

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