Tax Analyst

Role Overview

• Manage multiple priorities in a high-volume position, deliver timely and accurate work products with a focus on customer service, and respond with a sense of urgency as required
• Maintain working knowledge of surplus lines tax regulations and assist with research to ensure compliance requirements for each state and jurisdiction are met
• Provide excellent customer service and properly document all correspondence with the state and client in their applicable location
• Effectively build professional, positive working relationships with both clients and all levels of the organization
• Assist in directing team members to maintain compliance with all surplus lines tax filings
• Assist in monitoring reports and coordinate with accounting when necessary
• Support the Team Lead in fulfillment of ad hoc requests and completion of projects as needed
• Timely and accurately complete state regulatory surplus lines tax filings
• Reconcile filings with the InsCipher Connect platform and state transaction reports and investigate, research, and resolve issues that may arise during the filing, reconciliation, or payment processes
• Organize tasks efficiently to meet deliverables on time
• Prepare and submit quarterly, semi-annual, and annual state reports as assigned
• Ensure proper documents are received and reviewed from client submission
• Assist with any surplus lines audits, verifying transactions, documents, and filings
• Conduct compliance and quality review on documents, state legislation, codes, and procedures associated with surplus lines tax filing
• Escalate customer, state, or internal issues through proper channels and respond to escalated issues from states, clients, and internal team when appropriate
• Required to perform other duties as requested, directed, or assigned

Requirements

• Associate or Bachelor's degree in Accounting, Finance, or related field preferred
• 2+ years of filing experience, or 3+ years of accounting, compliance, or insurance related experience
• Surplus lines knowledge is a plus
• Intermediate skills in Excel or other spreadsheet software
• Self-directed and detail-oriented with strong organizational, decision-making, and time management skills
• Effectively works independently and as part of a team
• Demonstrated willingness to take initiative and act decisively

Benefits

• Health, dental, and vision plans
• Amazing work-life balance with 4 weeks of Paid Time Off
• 10 Paid Company Holidays with 2 floating holidays
• 401K Programs with employer match
• Personal assistant programs for support in a healthy personal and work life