Surplus Lines Tax Compliance Specialist

Specialty Program Group

Base: $55,000-$65,000; bonus/equity: eligible bonu...
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Surplus lines tax transaction management
State-mandated filing deadline adherence
Excel proficiency for data verification
** Specialty Program Group is seeking a Surplus Lines Tax Compliance Specialist to manage surplus lines tax transactions and ensure compliance with state regulations. The ideal candidate will have 2+ years of experience in insurance and strong communication skills, as well as the ability to mentor junior team members. **

Job Summary

  • The role involves managing surplus lines tax transactions and ensuring all filings meet state-mandated deadlines with high accuracy.
  • Candidates will be responsible for mentoring analysts, creating standard operating procedures, and supporting state audits.
  • The position offers a comprehensive benefits package including health insurance, 401(k) accounts, and paid time off.

Matching Summary

Match Score: 75

** Specialty Program Group is seeking a Surplus Lines Tax Compliance Specialist to manage surplus lines tax transactions and ensure compliance with state regulations. The ideal candidate will have 2+ years of experience in insurance and strong communication skills, as well as the ability to mentor junior team members. **

Salary

Base: $55,000-$65,000; Bonus/Equity: Eligible bonuses, equity, and commissions for some positions; Benefits: Health/dental/vision/life/disability, FSA, HSA, 401(k), PTO

Skills & Requirements

Must-have

  • Surplus lines tax transaction management
  • State-mandated filing deadline adherence
  • Excel proficiency for data verification
  • Process improvement and SOP creation
  • Audit coordination and documentation

Nice-to-have

  • Mentoring and coaching team members
  • Strong problem-solving abilities
  • Customer service orientation
  • Cross-training capabilities
  • Positive professional attitude

Key Requirements

  • Associate degree or equivalent experience
  • 2+ years professional work experience in insurance
  • Knowledge of admitted vs non-admitted markets

Work Rights

Not specified

Tailored Resume

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