Surplus Lines Tax Analyst

SWBC; Monterrey; Presencial; MXN 240.000 - 360.000; Jornada completa

Descripción de la vacante

SWBC is seeking a talented individual to be responsible for Surplus Lines Tax compliance in Monterrey. This role offers exposure to niche insurance tax work and regulatory requirements while collaborating with a supportive team.

The ideal candidate will join a firm committed to integrity and professional growth, handling monthly-state submissions, reconciliations, and tax reporting in a compliant, timely manner.

Formación

• Ability to analyze and prioritize multiple responsibilities under strict deadlines.
• Self-motivated problem solver with excellent verbal and written communication skills.
• Strong planning, organization, and follow up skills.

Responsabilidades

• Prepares monthly surplus lines submissions for assigned states.
• Reconciles tax reports to the general ledger and prepares payment and correcting journal entries for assigned states.
• Prepares quarterly, semiannual, or annual surplus lines tax reports for assigned states.
• Prepares surplus lines tax accounts monthly reconciliation and coordinates with data control to correct any set-up, programming, or downloading errors.
• Prepares stamping fee invoices and submission for payment.

Conocimientos

Analytical skills

Regulatory knowledge

Verbal and written communication

Planning and organization

Deadline prioritization

Educación

Bachelor's Degree in Business, Accounting, or equivalent combination of education and work experience

Descripción del empleo

SWBC is seeking a talented individual to be responsible for Surplus Lines Tax compliance.

Why you'll love this role:

Pursuing this role as a Tax Analyst can be highly rewarding for individuals who enjoy combining analytical skills with regulatory knowledge. This position offers the opportunity to develop expertise in the niche area of insurance and taxes law while working closely with a supportive and cohesive team.

Essential duties include the following:

• Prepares monthly surplus lines submissions for assigned states.
• Reconciles tax reports to the general ledger and prepares payment and correcting journal entries for assigned states.
• Prepares quarterly, semiannual, or annual surplus lines tax reports for assigned states.
• Prepares surplus lines tax accounts monthly reconciliation and coordinates with data control to correct any set-up, programming, or downloading errors.
• Prepares stamping fee invoices and submission for payment.

Serious candidates will possess the minimum qualifications:

• Bachelor's Degree in Business, Accounting, or equivalent combination of education and work experience.
• Zero to one (0-1) years of experience in premium accounting or tax accounting.
• Ability to analyze and prioritize multiple responsibilities under strict deadlines.
• Self-motivated problem solver with excellent verbal and written communication skills.
• Strong planning, organization, and follow up skills.

_ Additional Information: _

SWBC is a Substance-Free Workplace and requires pre-employment drug testing.

To learn more about SWBC, visit our website at www.SWBC.com.