Surplus Lines Tax & Compliance Specialist

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

📋 Description

• Oversee client communications by addressing emails, inquiries, billing concerns, and payment confirmations.

• Prepare, process, and distribute surplus lines tax reports, tax payments, and filing confirmations to clients.

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

• Delegate and supervise backend processing tasks while enhancing operational efficiency and accuracy.

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

• Act as an escalation point for client and operational issues, including participating in client resolution calls.

• Provide cross-functional assistance and backup coverage for leadership team members when necessary.

• Manage multiple priorities while collaborating with clients, regulators, accounting teams, and internal departments.

⛳️ Requirements

• High school diploma or equivalent is mandatory.

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

• Proficient in Microsoft Office Suite, including Word, Outlook, and Access.

• Advanced skills in Excel.

• Strong customer service focus and problem-solving capabilities.

• Excellent written and verbal communication skills.

• Ability to engage with clients and professionally de-escalate concerns.

• A collaborative team player dedicated to supporting colleagues and achieving team success.

• Highly detail-oriented and process-driven, emphasizing accuracy, organization, and documentation.

• Technically adept and able to quickly learn and navigate various internal and external systems and platforms.

• Must reside within the United States to qualify.

• Must have legal authorization to work in the United States.

🏝️ Benefits

• Eligibility for annual bonuses.

• Generous paid time off (PTO) plan.

• Paid holidays.

• Floating holidays.

• 100% paid Employee Healthcare effective on Day 1.

• Medical, dental, and vision benefits available on Day 1.

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

• Opportunity to work with a growing, global organization.

• Engage with clients and internal partners to make a meaningful impact.

• Organization-wide emphasis on growth and development.