Surplus Lines Tax & Compliance Specialist

🔥 3 hours 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.

👻 Ghost score 0%

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📋 Description

• Manage client communications by responding to emails, inquiries, billing questions, and payment confirmations in a professional and timely manner • Prepare, process, and distribute surplus lines tax reports, tax payments, and filing confirmations to clients • Communicate and coordinate regularly 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 participation 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 • Property & Casualty (P&C) license preferred • Proficient in Microsoft Office Suite, including Word, Outlook, Access, and advanced Excel skills • Strong customer service orientation with a passion for problem-solving and delivering exceptional client support • Excellent written and verbal communication skills, with the ability to effectively communicate with clients and de-escalate concerns professionally • Collaborative team player with a strong commitment to supporting colleagues and contributing to overall team success • Highly detail-oriented and process-driven, with a focus on accuracy, organization, and thorough documentation • Technically proficient with the ability to quickly learn and navigate multiple internal and external systems and platforms • Must reside within the United States • Must be legally authorized to work in the United States • Must not require employer sponsorship for work authorization or employment visa status

🏖️ Benefits

• Generous PTO plan with paid holidays + floating holidays • 100% paid Employee Healthcare on Day 1 • Eligible for all medical, dental, and vision benefits 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 • Annual bonus eligibility

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