Tax Analyst

InsCipher

11d•$59,000 - $65,000

About The Position

We’re looking for a talented, detail-oriented Tax Analyst to join our team. Under the direction of the Filing Services Team Lead this role will be responsible for completing filings, reports, and reconciliations of surplus lines taxes in all states, and assisting with client correspondence and project management.

Requirements

Associate or Bachelor's degree in Accounting, Finance, or related field preferred
2+ years of filing experience, or 3+ years of accounting, compliance, or insurance related experience
Surplus lines knowledge is a plus
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

Responsibilities

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
Maintain working knowledge of surplus lines tax regulations and assist with research to ensure compliance requirements for each state and jurisdiction are met
Provide excellent customer service and properly document all correspondence with the state and client in their applicable location
Effectively build professional, positive working relationships with both clients and all levels of the organization
Assist in directing team members to maintain compliance with all surplus lines tax filings
Assist in monitoring reports and coordinate with accounting when necessary
Support the Team Lead in fulfillment of ad hoc requests and completion of projects as needed
Timely and accurately complete state regulatory surplus lines tax filings
Reconcile filings with the InsCipher Connect platform and state transaction reports and investigate, research, and resolve issues that may arise during the filing, reconciliation, or payment processes
Organize tasks efficiently to meet deliverables on time
Prepare and submit quarterly, semi-annual, and annual state reports as assigned
Ensure proper documents are received and reviewed from client submission
Assist with any surplus lines audits, verifying transactions, documents, and filings
Conduct compliance and quality review on documents, state legislation, codes, and procedures associated with surplus lines tax filing
Escalate customer, state, or internal issues through proper channels and respond to escalated issues from states, clients, and internal team when appropriate
Required to perform other duties as requested, directed, or assigned