Tax Associate

InsCipher

Tax Associate managing state regulatory surplus lines tax filings for InsCipher. Collaborating with clients and team members to ensure compliance and accuracy in tax processes.

Posted 7/21/2026full-timePleasant Grove • Utah • 🇺🇸 United StatesJuniorMid-Level💰 $22 - $26 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in surplus lines tax compliance, including timely and accurate filings, document review, and regulatory knowledge. Strong organizational and decision-making skills are essential for managing multiple priorities and delivering high-quality work in a fast-paced environment.

Highest-signal resume keywords

Surplus Lines Tax ComplianceDocument ReviewExcel ProficiencyAccounting ExperienceClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Surplus Lines Tax FilingsCompliance ReviewDocument ReconciliationAccountingInsurance Regulations

Soft Skills

Detail-OrientedOrganizational SkillsDecision-MakingTime ManagementInitiative

Tools & Technologies

InsCipher ConnectSpreadsheet Software

Industry Keywords

State LegislationQuality ReviewCustomer ServiceAudit AssistanceWorkflow Adaptation

About the role

Key responsibilities & impact

Timely and accurately complete state regulatory surplus lines tax filings
Ensure proper documents are received and reviewed from client submission
Conduct compliance and quality review on documents, state legislation, codes and procedures associated with surplus lines tax filing
Maintain working knowledge of surplus lines tax regulations
Reconcile filings with InsCipher Connect platform and state transaction reports
Assist in directing other team members as needed to maintain compliance with all surplus lines tax filings
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
Assist with any surplus lines audits, verifying transactions, documents, and filings
Assist with surplus lines calls and accurately and efficiently respond to emails, outlook tasks, and voicemails
Provide technical assistance to InsCipher Connect clients
Coordinate multiple projects, ensuring timely and accurate deliverables and effectively resolve any issues that occur
Effectively build professional, positive working relationships with both clients and all levels of the organization
Independently investigate, research, and resolve issues that may arise during the filing, reconciliation, or payment processes
Properly document all correspondence with the state and client in their applicable location
Support the Surplus Lines Tax Leadership Team in fulfillment of ad hoc requests, as needed
Adapt to and provide feedback on any internal workflow and process changes
Escalate customer, state, or internal issues through proper channels when needed
Required to perform other duties as requested, directed, or assigned

Requirements

What you’ll need

Associate or Bachelor's degree in Accounting, Finance, or related field preferred
2+ years of accounting, compliance, or insurance related experience
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

Comp & perks

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 assistance programs for support in a healthy personal and work life