Client Advisor - Transactional Risk

Reposted 2 Days Ago
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New York, NY, USA
In-Office
Senior level
Fintech • HR Tech • Insurance • Consulting
The Role
Advise on transactional risk insurance for complex transactions, manage client processes, and develop business relationships in a collaborative team environment.
Summary Generated by Built In
Company:Marsh

Description:

Marsh is seeking a tax lawyer in their Transactional Risk business group to join a high-profile practice within the company. This role is based in NYC and is a hybrid role that has a requirement of working at least three days a week in the office.  

What can you expect:

  • Serve as an advisor in Marsh's Transactional Risk brokerage team.

  • Be a key part of Marsh's multi-disciplinary advisory team

  • Provide in-depth exposure to variety of transactions (M&A, renewable energy, financing and more).

What's in it for you?

  • A company with a strong brand and strong results to match.

  • Culture of internal mobility, collaboration and valued partnership with HR from the business.

  • Employee Resource Groups which provide access to leaders, relevant volunteer and mentoring opportunities and interactions with counterparts in industry groups and client organizations.

  • Competitive pay (salary and bonus potential), Full benefits package – starting day one (medical, dental, vision, STI/LTI, life insurance, generous 401k match AND contribution.

We will count on you to:

  • Utilize 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.

  • Manage deal processes with clients, Marsh client executives, clients outside counsel, and the carriers who provide coverage in the transactional risk insurance space.

  • Establish and expand relationships with carriers, clients, prospects, and other deal professionals, including attorneys, bankers, and accountants.

  • Review and understand transaction documents and tax risks associated with third-party transactions and internal restructurings.

  • Communicate and negotiate policy terms with lawyers, clients, and underwriters.

  • Prepare and present 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:

  • Bachelors degree; CPA or J.D. preferred

  • Five + years of industry experience

  • Four + years of transactional, M&A tax experience at a major law firm or Big Four

  • P&C license, or ability to obtain

What will make you stand out:

  • Creative, commercial, and practical problem-solving skills

  • Entrepreneurial, team-oriented, and comfortable in a fast-paced environment

  • Strong business development skills

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 [email protected].

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.

Top Skills

Cpa
J.D.
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The Company
HQ: New York, NY
78,000 Employees
Year Founded: 1871

What We Do

Marsh McLennan (NYSE: MMC) brings together nearly 78,000 experts in risk, strategy, and people across Marsh, Guy Carpenter, Mercer, and Oliver Wyman, serving clients in over 130 countries. Marsh enables enterprise worldwide by helping clients manage risks, transforming uncertainty into opportunity. Guy Carpenter helps clients grow profitably with reinsurance broking expertise, advisory services, and advanced analytics. Mercer helps organizations advance the health, wealth, and careers of their most vital asset — their people. Oliver Wyman’s expertise in strategy, operations, risk, and organization transformation changes what is possible for our clients, their industries, and society. Together, we combine a unique range of capabilities to help our clients solve problems, seize opportunities, and build lasting success in increasingly complex operating environments.

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