Insurance Tax Processor

Team Focus Insurance Group

5d•Remote

About The Position

Position Overview: We are seeking a Tax Filing Processor to join our remote team. The Tax Filing Processor plays a critical role in ensuring timely and accurate submission of all necessary tax filings related to Excess & Surplus Lines policies. This individual is responsible for verifying that required documentation complies with state-specific guidelines while maintaining attention to accuracy and compliance. This position supports the company's regulatory adherence efforts by handling filings on state websites or platforms like OPTins and processing tax payments. By performing these essential duties, the Tax Filing Processor contributes to the company's efficiency in meeting legal obligations and maintaining professional standards.

Requirements

Associate’s degree in accounting, Finance, or related field, or equivalent professional experience.
Minimum of 1-2 years’ experience in tax filing or a related field.
Proven experience handling compliance-driven processes.
Strong understanding of state tax regulations and Excess & Surplus Lines requirements.
Proficient with electronic tax filing platforms, including OPTins.
Detail-oriented with excellent organizational skills.
Ability to prioritize tasks in a deadline-driven environment.
Strong analytical and problem-solving skills.
Strong communication skills for internal and external collaboration.
Detail-Oriented & Accurate Premium taxes and state filings have strict requirements; small errors can be costly.
Highly Organized Ability to track multiple jurisdictions, deadlines, and filings simultaneously.
Compliance Mindset Understands and adheres to state-by-state rules, surplus lines tax requirements, and timelines.
Deadline Driven Comfortable working under time pressure with recurring monthly/quarterly deadlines.
Discreet & Ethical Handles sensitive financial data with confidentiality.
Problem Solver Can identify discrepancies or missing information and resolve them quickly.
Collaborative Communicator Works well with underwriting, finance, and external brokers to obtain and verify information.
Insurance Tax & Regulatory Knowledge Familiarity with surplus lines premium tax requirements, stamping offices, and state filing systems (e.g., SLIP, OPTins, ELANY, etc.).
Accounting or Finance Fundamentals Understanding of general ledger, reconciliations, and premium tax accruals.
Data Management & Reporting Comfort with Excel (pivot tables, VLOOKUP), databases, and carrier/broker reporting tools.
Document Management Ability to prepare, submit, and store tax filings and supporting documentation properly.
Systems Proficiency Experience with surplus lines filing platforms, carrier policy admin systems, or tax software.
Analytical Skills Can reconcile premium reports vs. filings and identify anomalies.
Written & Verbal Communication Draft clear correspondence to brokers, regulators, and internal stakeholders.

Nice To Haves

Surplus Lines license (preferred)
Prior experience with multi-state E&S premium tax filings.
Knowledge of stamping offices and their unique requirements (e.g., TXLSO, FLSO).

Responsibilities

Manage the filing of Excess & Surplus Lines taxes in compliance with legal requirements.
Verify that submitted forms align with each state's unique regulatory needs.
Execute filings on state websites or through platforms such as OPTins.
Handle policy stamping and tax payments, ensuring adherence to state-mandated guidelines.

Benefits

Medical, Dental, Vision, Life, Pet
Flexible Spending Account
Competitive Salaries
401K Match
Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave
Short and Long-Term Disability
Employee Support Programs, Including Mental Health
Tuition Reimbursement
Matching Charitable Gift Program
Lucrative Referral Program
Commuter Benefits
Flexibility: Remote and Hybrid Opportunities Available