Tax Analyst

Job Summary

Tax Analyst, a full-time position responsible for completing surplus lines tax filings, reports, and reconciliations across all states while assisting with client correspondence and project management.

Key Responsibilities

• Manage multiple priorities and deliver timely, accurate work products with a focus on customer service
• Maintain knowledge of surplus lines tax regulations and assist with compliance research for various states
• Timely and accurately complete state regulatory surplus lines tax filings and reconcile filings with applicable platforms

Requirements and Qualifications

• 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 skills