Tax Associate

• 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

Demonstrates expertise in surplus lines tax compliance, including timely and accurate filings, document review, and regulatory knowledge. Strong organizational and decision-making skills are essential for managing multiple priorities and delivering high-quality work in a fast-paced environment.

• Surplus Lines Tax Compliance
• Document Review
• Excel Proficiency
• Accounting Experience
• Client Relationship Management

• Surplus Lines Tax Filings
• Compliance Review
• Document Reconciliation
• Accounting
• Insurance Regulations

• Detail-Oriented
• Organizational Skills
• Decision-Making
• Time Management
• Initiative

• State Legislation
• Quality Review
• Customer Service
• Audit Assistance
• Workflow Adaptation

• Ins Cipher Connect
• Spreadsheet Software