Client Advisor - Transactional Risk

Company:

Description:

Marsh & McLennan Companies, Inc. (NYSE: MRSH) is seeking a tax lawyer or a CPA (preferably with renewable energy tax experience, M&A tax experience, or international tax experience, with preference in that order) to serve as a Senior Vice President and Placement Advisor in its Transactional Risk Insurance brokerage team, which is recognized as global leaders in transactional risk insurance.

The individual will be a key part of Marsh’s multi-disciplinary advisory team and will report to the head of the Transactional Risk Tax Practice. The position will provide in-depth exposure to a variety of transactions (M&A, renewable energy financing and otherwise) and the insurance industry generally, in a well-established, high-profile practice within the company.

This role will be based in either our New York City or Norwalk offices. This is a hybrid role that has a requirement of working at least three days a week in the office.

What to expect:

• Utilizing legal and business skills to analyze tax risks associated with transactions and making commercial decisions relating to transactional risk insurance coverage with respect to complex domestic and cross-border transactions.
• Managing deal processes with clients, Marsh client executives, clients’ outside counsel, and the carriers who provide coverage in the transactional risk insurance space.
• Establishing and expanding relationships with carriers, clients, prospects, and other deal professionals, including attorneys, bankers, and accountants.
• Reviewing and understanding transaction documents and tax risks associated with third-party transactions and internal restructurings.
• Communicating and negotiating policy terms with lawyers, clients, and underwriters.
• Preparing and presenting marketing and informational materials relating to transactional risk insurance and Marsh’s specific product offerings to clients, law firms, accounting firms, and at conferences and other venues.

What you need to have:

• At least four years of transactional, renewable energy finance or M&A tax experience at a major law firm or Big Four
• Strong oral and written communication skills
• Creative, commercial, and practical problem-solving skills
• Entrepreneurial, team-oriented, and comfortable in a fast-paced environment
• Must be able to obtain P&C license

What makes you stand out:

• Strong business development skills

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 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 $27 billion and more than 95,000 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.