Surplus Lines Tax Compliance Analyst

Job Summary

To ensure compliance with state regulations, the fully remote Surplus Lines Tax Compliance Analyst will manage surplus lines tax filings, prepare and submit reports, and coordinate with various teams to reconcile discrepancies while adhering to filing deadlines.

Key responsibilities

• Prepare, review, and file surplus lines tax reports, ensuring accuracy and compliance with deadlines
• Research and implement changes to maintain compliance with state surplus lines laws and tax requirements
• Coordinate the collection and submission of documentation to state regulators while maintaining audit-ready records

Required qualifications

• Bachelor's degree in Risk Management & Insurance, Business Administration, Legal Studies, or a related field preferred
• Minimum of 3+ years of experience within the insurance industry
• At least 2+ years of experience handling surplus lines tax filings or regulatory reporting
• Working knowledge of state surplus lines regulations and non-admitted insurance compliance obligations
• Intermediate to advanced proficiency in Microsoft Office applications, particularly Excel