Surplus Lines Tax & Compliance Specialist

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $19 - $33 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Tax

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

ReSource Pro

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

💼 Consulting

📦 Logistics

🏥 Healthcare

Consulting • Logistics • Healthcare

ReSource Pro is a company dedicated to serving the insurance industry by offering a variety of managed services aimed at improving business operations. With over 20 years of experience, ReSource Pro specializes in transforming insurance operations through solutions that include technology optimization, extending teams with skilled staffing, and enhancing processes for improved productivity. The company serves carriers, MGAs and wholesalers, as well as retail agents and brokers, helping them focus on profitability, compliance, and growth. ReSource Pro is recognized as one of the fastest-growing companies, known for its strategic and innovative approach to insurance services.

📋 Description

• Manage client communications by responding to emails, inquiries, billing questions, and payment confirmations • Prepare, process, and distribute surplus lines tax reports, tax payments, and filing confirmations to clients • Communicate and coordinate with state regulators to ensure compliance with surplus lines requirements and regulations • Delegate and oversee backend processing tasks while supporting operational efficiency and accuracy • Train, mentor, and provide day-to-day guidance to team members on workflows, processes, and best practices • Serve as an escalation point for client and operational issues, including participating in client issue resolution calls • Provide cross-functional support and backup coverage for leadership team members as needed • Manage multiple priorities while collaborating with clients, regulators, accounting teams, and internal departments

🎯 Requirements

• High school diploma or equivalent required • Minimum of 2 years of surplus lines tax filing experience required • Proficient in Microsoft Office Suite, including Word, Outlook, and Access • Advanced Excel skills • Strong customer service orientation and problem-solving ability • Excellent written and verbal communication skills • Ability to communicate with clients and de-escalate concerns professionally • Collaborative team player committed to supporting colleagues and team success • Highly detail-oriented and process-driven, with focus on accuracy, organization, and documentation • Technically proficient and able to quickly learn and navigate multiple internal and external systems and platforms • Must reside within the United States to be eligible • Must be legally authorized to work in the United States

🏖️ Benefits

• Annual bonus eligibility • Generous PTO plan • Paid holidays • Floating holidays • 100% paid Employee Healthcare on Day 1 • Medical, dental, and vision benefits eligible on Day 1 • 401k with employer match, vested on Day 1 • Opportunity to work for a growing, global organization • Ability to engage with clients and internal partners to make an impact • Organization-wide focus on growth and development