Surplus Lines Tax Manager

Company:

Marsh

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 escalate 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.

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. For more information, 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 [email protected] 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.