Tax Associate

Key Responsibilities

• Timely and accurately complete state regulatory surplus lines tax filings
• Ensure proper documents are received and reviewed from client submission
• Conduct compliance and quality review on documents, state legislation, codes and procedures associated with surplus lines tax filing
• Maintain working knowledge of surplus lines tax regulations
• Reconcile filings with Ins Cipher Connect platform and state transaction reports
• Assist in directing other team members as needed to maintain compliance with all surplus lines tax filings
• Manage multiple priorities in a high-volume position, deliver timely and accurate work products with a focus on customer service, and respond with a sense of urgency as required
• Assist with any surplus lines audits, verifying transactions, documents, and filings
• Assist with surplus lines calls and accurately and efficiently respond to emails, Outlook tasks, and voicemails
• Provide technical assistance to Ins Cipher Connect clients
• Coordinate multiple projects, ensuring timely and accurate deliverables and effectively resolve any issues that occur
• Effectively build professional, positive working relationships with both clients and all levels of the organization
• Independently investigate, research, and resolve issues that may arise during the filing, reconciliation, or payment processes
• Properly document all correspondence with the state and client in their applicable location
• Support the Surplus Lines Tax Leadership Team in fulfillment of ad hoc requests, as needed
• Adapt to and provide feedback on any internal workflow and process changes
• Escalate customer, state, or internal issues through proper channels when needed
• Required to perform other duties as requested, directed, or assigned

• Associate or Bachelor's degree in Accounting, Finance, or related field preferred
• 2 years of accounting, compliance, or insurance related experience
• Intermediate skills in Excel or other spreadsheet software
• Self-directed and detail-oriented with strong organizational, decision-making, and time management skills
• Effectively works independently and as part of a team
• Demonstrated willingness to take initiative and act decisively

• Health, dental, and vision plans
• Amazing work-life balance with 4 weeks of Paid Time Off
• 10 Paid Company Holidays with 2 floating holidays
• 401K Programs with employer match
• Personal assistant programs for support in a healthy personal and work life

$21/hr - $26/hr

We are proud to be an equal-opportunity employer. We are committed to providing equal opportunities to all qualified applicants, regardless of race, color, religion, sex, national origin, disability, or any other legally protected characteristics. If you need accommodation, please let us know during the interview process.