Tax Associate

Team Focus Insurance Group

2d•Remote

About The Position

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.

Nice To Haves

Surplus Lines license

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.