Insurance Tax Processor
Team Focus Insurance Group
full-time
Posted on:
Location Type: Remote
Location: California • Colorado • United States
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About the role
- Manage the filing of Excess & Surplus Lines taxes in compliance with legal requirements.
- Verify that submitted forms align with each state's unique regulatory needs.
- Execute filings on state websites or through platforms such as OPTins.
- Handle policy stamping and tax payments, ensuring adherence to state-mandated guidelines.
Requirements
- Associate’s degree in accounting, Finance, or related field, or equivalent professional experience
- Surplus Lines license (preferred)
- Minimum of 1-2 years’ experience in tax filing or a related field
- Proven experience handling compliance-driven processes
- Strong understanding of state tax regulations and Excess & Surplus Lines requirements
- Proficient with electronic tax filing platforms, including OPTins
- Detail-oriented with excellent organizational skills
- Ability to prioritize tasks in a deadline-driven environment
- Strong analytical and problem-solving skills
- Strong communication skills for internal and external collaboration.
Benefits
- Medical, Dental, Vision, Life, Pet; Flexible Spending Account
- Competitive Salaries
- 401K Match
- Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave
- Short and Long-Term Disability
- Employee Support Programs, Including Mental Health
- Tuition Reimbursement
- Matching Charitable Gift Program
- Lucrative Referral Program
- Commuter Benefits
- Flexibility: Remote and Hybrid Opportunities Available
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
tax filingcompliance processesstate tax regulationsExcess & Surplus Lines requirementsanalytical skillsproblem-solving skills
Soft Skills
detail-orientedorganizational skillstask prioritizationdeadline managementcommunication skills
Certifications
Surplus Lines licenseAssociate’s degree in accountingAssociate’s degree in Finance