Multi-State Surplus Lines Tax Analyst

200 CRC Insurance Svcs LLC; North Carolina; Hybrid; USD 42,000 - 68,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) with company match

Paid time off

Job summary

CRC Group is seeking a Surplus Lines Tax Specialist to ensure timely tax filings across multiple states and to reconcile payments with accuracy in a fast-paced insurance environment.

The role supports regulatory compliance, collaborates with internal teams, and contributes to process improvements. A strong Excel user with detailed research skills is essential for success in this position.

Qualifications

• High school diploma or equivalent required.
• Associate degree in Accounting, Finance, Business, or related field preferred.
• 2+ years of experience in tax support, insurance operations, accounting support, or related administrative role required.

Responsibilities

• Prepare, review, and support surplus lines tax documentation and reporting requirements across multiple states.
• Monitor filing deadlines and ensure submissions align with state surplus lines tax regulations.
• Reconcile tax payments, maintain accurate records, and resolve discrepancies.
• Partner with internal teams to gather data, validate policy information, and support accurate filings.
• Assist with research related to regulatory updates and update procedures accordingly.
• Support audits by organizing documentation and providing accurate records when needed.
• Maintain organized tax-related files for easy retrieval and inspection.
• Identify opportunities to improve processes, increase accuracy, and reduce risk.

Skills

Microsoft Excel

Attention to detail

Data gathering

Regulatory research

Time management

Communication

Independent work

Process improvement

Education

High school diploma or equivalent

Associate degree in Accounting/Finance/Business

Tools

State regulatory filing systems

Job description

CRC Group is seeking a Surplus Lines Tax Specialist to ensure timely tax filings across multiple states and to reconcile payments with accuracy in a fast-paced insurance environment.

The role supports regulatory compliance, collaborates with internal teams, and contributes to process improvements. A strong Excel user with detailed research skills is essential for success in this position.