Surplus Lines Tax Analyst

SWBC Mexico; Monterrey; On-site; MXN 260,000 - 380,000; Full time

Job summary

SWBC is seeking a talented Tax Analyst to handle Surplus Lines tax compliance, blending analytical skills with regulatory knowledge in the specialized insurance tax arena. This role offers growth for individuals who enjoy detailed analysis and a collaborative team environment.

You will prepare monthly surplus lines submissions for assigned states, reconcile tax reports to the general ledger, and prepare quarterly or annual tax reports, stamping fee invoices, and payments, while maintaining

Qualifications

• Bachelor's degree in Business, Accounting, or equivalent combination of education and work experience.
• 0–1 year of experience in premium accounting or tax accounting.
• Ability to analyze and prioritize multiple responsibilities under strict deadlines.
• Strong written and verbal communication skills.
• Excellent planning, organization and follow-up abilities.

Responsibilities

• 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 issues.
• Prepares stamping fee invoices and submission for payment.

Skills

Analytical skills

Regulatory knowledge

Verbal communication

Written communication

Planning & organization

Education

Bachelor's Degree in Business or Accounting

Job description

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.