Tax Analyst

Overview

This role supports surplus lines tax filing and compliance across multiple states within the insurance and financial services sector. Responsibilities include managing high-volume tax filings, reports, and reconciliations to ensure accurate and timely regulatory submissions.

Responsibilities

• Manage multiple priorities while delivering accurate filings with a strong focus on customer service
• Maintain knowledge of surplus lines tax regulations and assist with compliance research
• Document correspondence with clients and state agencies accurately and consistently
• Build and maintain positive professional relationships with clients and internal team members
• Assist team members in maintaining compliance with applicable tax filing requirements
• Monitor reports and coordinate with Accounting as needed
• Support the team lead with ad hoc requests and special projects
• Complete state regulatory surplus lines tax filings accurately and within required deadlines
• Reconcile filings with platform and state reports, investigating and resolving discrepancies
• Organize and prioritize tasks to meet filing and reporting deadlines
• Prepare and submit periodic state regulatory reports
• Review and verify documents submitted by clients
• Assist with surplus lines audits
• Conduct compliance and quality reviews related to surplus lines filings
• Escalate issues appropriately and support timely resolution
• Perform other duties as assigned

Requirements

• Associate’s or Bachelor’s degree in Accounting, Finance, or a related field preferred
• Minimum 2 years of filing experience or 3 years of experience in accounting, compliance, insurance, or a related field
• Knowledge of surplus lines tax requirements preferred
• Intermediate proficiency in Microsoft Excel or comparable spreadsheet software
• Strong attention to detail with excellent organizational and time-management skills
• Ability to work independently and collaboratively in a team environment
• Proactive, self-directed, and decisive approach to work and problem-solving

Compensation & Benefits

• Annual compensation range: $59,000–$65,000

Equal Opportunity

The employer is an equal opportunity employer and is committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.

Note

This role is not Employer of Record (EOR) by the recruiting organization. Application and hiring steps are completed through the employer’s career page or ATS.