Surplus Lines Tax Analyst: Compliance & Reporting

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 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.