Tax Associate

InsCipher

1d•$22 - $26•Hybrid

About The Position

We’re looking for a talented, detail-oriented Tax Associate 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. We are hiring for 5 positions. 3 roles are fully remote and open to candidates in our active hiring states. 2 roles are hybrid, based in Pleasant Grove, UT with one day per week in office.

Requirements

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

Nice To Haves

Associate or Bachelor's degree in Accounting, Finance, or related field preferred

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 InsCipher 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 InsCipher 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