Full Time Tax Preparer

Providing front-line customer service support, the full-time remote Customer Experience Tax Specialist will manage client communications, prepare surplus lines tax reports, and ensure compliance with regulatory requirements while working collaboratively with team members.

Key responsibilities

Manage client communications by responding to inquiries, billing questions, and payment confirmations in a timely manner

Prepare, process, and distribute surplus lines tax reports and payments to clients

Communicate with state regulators to ensure compliance with surplus lines requirements and provide guidance to team members

Required qualifications

High school diploma or equivalent required

Minimum of 2 years of surplus lines tax filing experience required

Property & Casualty (P&C) license preferred

Proficient in Microsoft Office Suite, particularly advanced Excel skills

Strong customer service orientation with a passion for delivering exceptional client support