Surplus Lines Tax & Compliance Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee client interactions by promptly addressing emails, inquiries, billing concerns, and payment confirmations in a professional manner.

• Prepare, manage, and disseminate surplus lines tax reports, tax payments, and filing confirmations to clients.

• Regularly communicate and coordinate with state regulators to ensure adherence to surplus lines requirements and regulations.

• Assign and supervise backend processing tasks to support operational efficiency and precision.

• Train, mentor, and offer daily guidance to team members on workflows, processes, and best practices.

• Act as an escalation point for client and operational challenges, including involvement in client issue resolution calls.

• Provide cross-functional assistance and backup support for leadership team members as necessary.

• Efficiently manage multiple priorities in a dynamic environment while collaborating with clients, regulators, accounting teams, and internal departments.

⛳️ Requirements

• High school diploma or an equivalent qualification is required.

• A minimum of 2 years of experience in surplus lines tax filing is required.

• Proficiency in Microsoft Office Suite, including Word, Outlook, Access, and advanced Excel skills.

• Strong customer service orientation with a dedication to problem-solving and providing exceptional client support.

• Excellent written and verbal communication abilities, capable of effectively engaging with clients and professionally de-escalating concerns.

• A collaborative team player committed to supporting colleagues and contributing to overall team success.

• Highly detail-oriented and process-focused, with an emphasis on accuracy, organization, and thorough documentation.

• Technically adept with the capability to quickly learn and navigate various internal and external systems and platforms.

🏝️ Benefits

• Generous PTO plan inclusive of paid holidays and floating holidays.

• 100% coverage of Employee Healthcare starting on Day 1.

• Eligibility for all medical, dental, and vision benefits effective on Day 1.

• 401k plan with employer matching, vested from Day 1.

• Opportunity to be part of a growing, global organization.

• Chance to engage with clients and internal partners to create a meaningful impact.

• Organization-wide emphasis on growth and development.