Tax Analyst

Overview

The organization operates in the insurance and financial services sector, specializing in surplus lines tax filings and compliance across multiple states. This role manages complex regulatory requirements by handling high-volume tax filing, reporting, and reconciliation processes to help ensure accurate and timely compliance.

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.
• Monitor relevant reports and coordinate with Accounting as needed.
• 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.
• Conduct compliance and quality reviews related to surplus lines filings.
• Assist with surplus lines audits.
• Organize and prioritize tasks to meet filing and reporting deadlines.
• Build positive professional relationships with clients and team members.
• Assist team members in maintaining compliance with applicable tax filing requirements.
• Support the team lead with ad hoc requests and special projects.
• 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.

Location

Multiple states (surplus lines tax filings and reporting across all states).