Surplus Lines Tax Specialist

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

📋 Description

• Prepare, examine, and assist with surplus lines tax documentation and reporting obligations across various states.

• Track filing deadlines and ensure that submissions comply with relevant state surplus lines tax regulations.

• Reconcile tax payments, maintain precise records, and investigate or resolve any discrepancies.

• Collaborate with internal teams to collect data, verify policy information, and support accurate submissions.

• Aid in research pertaining to regulatory updates and adjust internal procedures as requirements evolve.

• Facilitate audits by organizing documentation, addressing inquiries, and supplying accurate records.

• Keep tax-related files and records well-organized.

• Identify areas for process improvement to enhance accuracy and boost efficiency.

⛳️ Requirements

• High school diploma or equivalent is mandatory.

• A minimum of 2 years of experience in tax support, insurance operations, accounting support, or a similar administrative role is required.

• Proficiency in Microsoft Excel, including the ability to organize, review, and analyze substantial data sets.

• Capability to research state-specific requirements and implement updates to filing processes and procedures.

• Strong organizational and time management abilities, with a proven track record of prioritizing tasks and meeting deadlines.

• Experience with multi-state surplus lines tax regulations, property and casualty insurance, or regulatory filing processes is highly preferred.

• Fluency in the English language is essential.

🏝️ Benefits

• Medical, dental, vision, life, disability, and AD&D insurance.

• Tax-advantaged savings accounts.

• 401(k) plan with company match.

• Company holidays.

• Vacation and sick days.

• New parent leave.

• Restricted stock units for eligible positions.

• Deferred compensation plan for eligible positions.