Tax Associate

Team Focus Insurance Group

Tax Filing Processor ensuring timely submission and compliance of Excess & Surplus Lines tax filings for a remote team. Collaborating on regulatory filings and processing tax payments across states.

Posted 4/29/2026full-timeRemote • California, Colorado, New York, Washington • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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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