Tax Analyst

Overview

This role supports surplus lines tax filing and regulatory compliance work across multiple states within the insurance and financial services sector. Responsibilities include managing high-volume tax filings, reporting, and reconciliation to help ensure accurate and timely compliance with state regulations.

Responsibilities

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

Location

Not specified in the provided description.