Surplus Lines Tax Specialist

Job Summary

Supporting the accurate processing and compliance of surplus lines tax filings, the full-time Surplus Lines Tax Specialist will manage tax documentation, monitor filing deadlines, and reconcile payments while working remotely from Texas.

Key Responsibilities

• Prepare, review, and support surplus lines tax documentation and reporting across multiple states
• Monitor filing deadlines to ensure compliance with state surplus lines tax regulations
• Reconcile tax payments and maintain accurate records, resolving discrepancies in a timely manner

Required Qualifications

• High school diploma or equivalent required; associate degree in Accounting, Finance, Business, or related field preferred
• 2+ years of experience in tax support, insurance operations, accounting support, or a related administrative role required
• Experience with multi-state surplus lines tax regulations or regulatory filing processes is highly desirable
• Proficiency in Microsoft Excel, including the ability to organize and analyze large data sets
• Strong organizational skills with the ability to prioritize work and meet deadlines