Tax Analyst
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Tax Analyst managing surplus lines tax filings and compliance across states for InsCipher. Collaborating with clients and internal teams to ensure accurate reporting and tax obligations.
Responsibilities:
- Manage multiple priorities in a high-volume position, deliver timely and accurate work products with a focus on customer service, and respond with a sense of urgency as required
- Maintain working knowledge of surplus lines tax regulations and assist with research to ensure compliance requirements for each state and jurisdiction are met
- Provide excellent customer service and properly document all correspondence with the state and client in their applicable location
- Effectively build professional, positive working relationships with both clients and all levels of the organization
- Assist in directing team members to maintain compliance with all surplus lines tax filings
- Assist in monitoring reports and coordinate with accounting when necessary
- Support the Team Lead in fulfillment of ad hoc requests and completion of projects as needed
- Timely and accurately complete state regulatory surplus lines tax filings
- Reconcile filings with the InsCipher Connect platform and state transaction reports and investigate, research, and resolve issues that may arise during the filing, reconciliation, or payment processes
- Organize tasks efficiently to meet deliverables on time
- Prepare and submit quarterly, semi-annual, and annual state reports as assigned
- Ensure proper documents are received and reviewed from client submission
- Assist with any surplus lines audits, verifying transactions, documents, and filings
- Conduct compliance and quality review on documents, state legislation, codes, and procedures associated with surplus lines tax filing
- Escalate customer, state, or internal issues through proper channels and respond to escalated issues from states, clients, and internal team when appropriate
- Required to perform other duties as requested, directed, or assigned
Requirements:
- Associate or Bachelor's degree in Accounting, Finance, or related field preferred
- 2+ years of filing experience, or 3+ years of accounting, compliance, or insurance related experience
- Surplus lines knowledge is a plus
- Intermediate skills in Excel or other spreadsheet software
- Self-directed and detail-oriented with strong organizational, decision-making, and time management skills
- Effectively works independently and as part of a team
- Demonstrated willingness to take initiative and act decisively
Benefits:
- Health, dental, and vision plans
- Amazing work-life balance with 4 weeks of Paid Time Off
- 10 Paid Company Holidays with 2 floating holidays
- 401K Programs with employer match
- Personal assistant programs for support in a healthy personal and work life
Similar Jobs
Tax Director, CPA
Tax Director leading the tax department at a firm transitioning to premium advisory services. Responsible for client relationships, operational excellence, and team development.
Tax Coordinator I – Part-Time
Tax Coordinator I providing administrative support to the tax department focused on tax processes and procedures. Assisting with filing, reporting, and client/vendor inquiries.
Senior Tax Preparer
Experienced Tax Senior / Preparer at a boutique tax firm serving clients for complex tax needs. Preparing tax returns and providing high-quality client service in a remote capacity.
Tax Manager, CPA
Tax Manager overseeing complex tax returns and client communications at a boutique tax firm. Collaborating with firm employees and representing clients to tax agencies.
Analista de Negócios SR – TaxOne
Analista de Negócios responsável pela estrutura do módulo de Reforma Tributária. Atuando em um projeto estratégico na área fiscal com foco em colaboração e inovação.
Income Tax Manager
Income Tax Manager responsible for developing tax strategies, optimizing efficiency and compliance for CBTS enterprise clients. Overseeing compliance, reporting, and tax-related guidance for stakeholders.
Income Tax Manager
Income Tax Manager overseeing US & Canada corporate income tax compliance and complex tax planning initiatives for Orbia Advance Corporation's multinational operations.
Tax Advisor, CPA
Remote Tax Advisor in a CPA firm managing tax advisory services for entrepreneurial and high-income clients. Leading client meetings and supporting junior staff development.
SAP Functional Architect – FICO, Global Tax
Global Tax & Regulatory Compliance Functional Solution Architect supporting SAP clients globally. Analyzing regulatory changes and implementing functional solutions with specific expertise in SAP.
International Tax Manager – 12 month FTC
International Tax Manager responsible for tax planning and compliance on global projects. Supports cross-functional teams and stakeholders in various jurisdictions while addressing complex tax issues.
Tax Manager – CPA or CPA Candidate
Remote Tax Manager delivering advisory and tax services at modern accounting firm. Leading tax engagements and building relationships with clients for financial success.
Principal, Tax Investor Coverage
Principal for Tax Investor Coverage at Crux, enhancing tax credit transactions and buyer partnerships with an AI-driven approach.
Senior Tax Analyst
Senior Tax Analyst automating tax workflows using Alteryx at Global Partners. Collaborating with finance for compliance, reporting, and data management.
Senior Global Tax Technology Analyst
Senior Tax Technology Analyst driving process improvement and automation within the tax department at Assurant. Manages tax data, technology training, and oversees global tax initiatives.
Associate Tax Programmer Specialist
Tax Programmer Specialist creating and maintaining corporate tax software at CSC. Collaborating remotely to ensure compliance with evolving tax laws and documentation standards.
Senior US Tax Expert
Senior US Tax Expert at Business Financial Group specializing in U.S. tax returns and resolutions with a focus on mentoring junior staff.
US Tax Reviewer
US Tax Reviewer ensuring accuracy of tax returns across major entity types. Communicating with clients about return specifics and coordinating resolution on issues.
US Tax Reviewer
US Tax Reviewer finalizing U.S. tax returns for clients based in the Philippines. Ensuring accuracy and compliance before filing while working remotely.
US Tax Reviewer, Latin America
Tax Reviewer overseeing accuracy of U.S. tax returns derived from various entity types. Collaborating with preparers and ensuring e-file readiness before submission.
US Tax Preparer
US Tax Preparer preparing federal and state tax filings from South Africa in a full-time remote capacity. Ensure review-ready returns and effective client communication for tax workflows.