Tax Associate

Role Description

We are seeking a Tax Filing Processor to join our remote team. 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.

Key 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.

Qualifications

• Associate’s degree in accounting, Finance, or related field, or equivalent professional experience.
• Surplus Lines license (preferred).
• 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.

Benefits

• Medical, Dental, Vision, Life, Pet; Flexible Spending Account.
• Competitive Salaries.
• 401K Match.
• Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave.
• Short and Long-Term Disability.
• Employee Support Programs, Including Mental Health.
• Tuition Reimbursement.
• Matching Charitable Gift Program.
• Lucrative Referral Program.
• Commuter Benefits.
• Flexibility: Remote and Hybrid Opportunities Available.