Surplus lines- Tax Filing Processor

Overview

A company specializing in cloud-based core administration solutions and services for property and casualty (P&C) insurance companies and managing general agents (MGAs) is seeking a Tax Filing Processor to join their remote team. This role is essential for ensuring the timely and accurate submission of tax filings related to Excess & Surplus Lines policies, maintaining compliance with state-specific regulations.

Responsibilities

• Manage the filing of Excess & Surplus Lines taxes in accordance with legal requirements.
• Verify that submitted forms comply with each state's regulatory guidelines.
• Execute tax filings on state websites or platforms such as OPTins.
• Handle policy stamping and tax payments, ensuring adherence to state mandates.

Requirements

• Associate’s degree in Accounting, Finance, or a related field, or equivalent professional experience.
• Surplus Lines license preferred.
• 1-2 years of experience in tax filing or a related field.
• Experience with Surplus Lines tax processes.
• Strong understanding of state tax regulations and Excess & Surplus Lines requirements.
• Proficiency with electronic tax filing platforms, including OPTins.
• Detail-oriented with excellent organizational skills.
• Ability to prioritize tasks and meet deadlines in a fast-paced environment.
• Strong analytical, problem-solving, and communication skills.

Preferred Qualifications

• Familiarity with surplus lines premium tax requirements, stamping offices, and state filing systems such as SLIP, OPTins, ELANY.
• Knowledge of accounting fundamentals including general ledger, reconciliations, and premium tax accruals.
• Experience with data management and reporting tools, including Excel (pivot tables, VLOOKUP).
• Ability to prepare, submit, and maintain tax filings and supporting documentation.
• Experience reconciling premium reports against filings and identifying discrepancies.
• Prior experience with multi-state Excess & Surplus premium tax filings.
• Knowledge of stamping offices and their unique requirements (e.g., TXLSO, FLSO).

Key Qualities

• Highly detail-oriented and accurate.
• Strong organizational skills to manage multiple jurisdictions, deadlines, and filings.
• Compliance-focused with the ability to adhere to state-specific rules and timelines.
• Comfortable working under recurring monthly and quarterly deadlines.
• Maintains confidentiality when handling sensitive financial data.
• Effective collaborator with underwriting, finance, and external brokers.

Compensation & Benefits

• Competitive salary.
• Medical, dental, vision, life, and pet insurance.
• Flexible Spending Account.
• 401(k) match.
• Paid time off including personal days, PTO, 12 paid holidays, two paid volunteer days, and paid parental leave.
• Short and long-term disability coverage.
• Employee support programs including mental health resources.
• Tuition reimbursement.
• Matching charitable gift program.
• Referral program.
• Commuter benefits.
• Flexible work options including remote and hybrid opportunities.

Location

• This is a remote position.
• Candidates located in California, Colorado, New York, or Washington are not eligible for this role.

Equal Employment Opportunity

The employer is an equal opportunity organization that does not discriminate based on race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. All qualified applicants will receive fair consideration.

Disability Accommodation

The organization is committed to providing an inclusive and accessible workplace. Reasonable accommodations are available for qualified individuals with disabilities throughout the application and interview process upon request.

Additional Information

It is unlawful in Massachusetts and Maryland to require or administer lie detector tests as a condition of employment. This employer does not use lie detector tests in the hiring process.