Surplus Lines Tax Compliance Specialist

Specialty Program Group

Base: $55,000-$65,000; bonus/equity: eligible bonu...
Surplus lines tax transaction management
State-mandated filing deadline adherence
Excel proficiency for data verification
This role involves managing surplus lines tax transactions and ensuring accurate filings across all states within mandated deadlines

Job Summary

  • This role involves managing surplus lines tax transactions and ensuring accurate filings across all states within mandated deadlines.
  • The position requires coaching analysts, creating standard operating procedures, and supporting state audits with comprehensive documentation.
  • HUB International offers a comprehensive benefits package including health insurance, 401(k) accounts, and paid time off.

Matching Summary

This role involves managing surplus lines tax transactions and ensuring accurate filings across all states within mandated deadlines.

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 document maintenance

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
  • Microsoft Office proficiency emphasis on Excel

Work Rights

Not specified

Tailored Resume

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