About This Role
This entry-level Tax Analyst position supports the surplus lines tax team by reviewing, evaluating, preparing, and filing state tax submissions. The role ensures all documentation and statutory compliance requirements are met, contributing to the company's commitment to its customers.
Responsibilities
- Evaluate management reports to ensure that all offices have submitted the required filing documentation
- Follow up with all offices as necessary to secure complete and timely submissions
- Review and prepare all office tax filing submissions
- Ensure necessary documentation has been submitted
- Verify appropriate invoicing and taxing amounts
- Ensure compliance with all state requirements
- Process tax filings for assigned states in a timely and accurate manner
- Handle any discrepancies (i.e. tags) identified by state filing authorities, ensuring timely resolution
- Handle any SL tax discrepancies identified by Accounting Leaders, Corporate Accounting Department, etc., ensuring timely resolution
- Review state and industry publications
- Monitor state websites and coordinate with Lead & offices to ensure that all tax filing information, processes and forms are kept current
- Assist Lead in managing Tax and Affidavit Information link (for all states) on Intranet
- Assist in maintaining all relevant tax and filing information using software tools such as Word, Adobe and Excel
- Submit current/updated tax information to the Lead for the monthly tax newsletter
- Communicate to all pertinent office staff regarding updates or changes to tax and filing compliance issues affecting their states
- Establish and maintain appropriate documentation for all state filing, ensuring the information is complete, accurate and current
- Perform analysis or research as assigned by Leaders to assist with internal or state auditors
- At the direction of Lead, develop and maintain procedures and materials in support of the department’s mission(s)
Requirements
- Minimum High School diploma required
- Proficient with computers & MS Office Suite
- Exceptional telephone demeanor
- Ability to maintain a high level of confidentiality
- 1 – 3 years’ experience in insurance field
Nice to have:
- 4-40 License or higher
- Some college education
- 1 – 3 years’ experience in surplus lines insurance/taxes
- Notary
Benefits
- Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
