Tax Analyst
Core
Review, evaluate, prepare, and file state tax submissions for surplus lines insurance, ensuring documentation and statutory compliance.
Role type
Entry-level Tax Analyst
Builds
State tax filing submissions and compliance documentation for surplus lines offices
Domain
Insurance / State Tax Compliance
Required skills
MS Office Suite proficiency, telephone communication, confidentiality, state tax filing knowledge, insurance field experience
Preferred skills
4-40 License, Notary, surplus lines insurance/taxes experience
Responsibilities
Evaluate management reports for filing documentation completeness; review and prepare office tax filing submissions; process tax filings for assigned states; handle discrepancies identified by state filing authorities or Accounting Leaders; monitor state websites and publications for compliance updates; maintain tax and filing information databases; assist with internal or state auditor analysis; develop department procedures.
Seniority
Entry-level, 1-3 years experience