Surplus Lines Tax Specialist

CRC Group; North Carolina; On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with company match

Paid time off

New parent leave

AD&D insurance

Job summary

CRC Group is seeking a Surplus Lines Tax Specialist to ensure accurate processing, reconciliation, and compliance of surplus lines tax filings across multiple jurisdictions.

You will collaborate with internal teams to gather data, meet filing deadlines, and maintain precise records while identifying process improvements to boost accuracy and efficiency.

Qualifications

• High school diploma or equivalent required.
• Associate degree preferred in accounting/finance/business.
• 2+ years in tax support or related admin role required.
• Experience with multi-state surplus lines tax regulations desirable.

Responsibilities

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

Skills

Excel

Attention to detail

Data analysis

Organizational skills

Time management

Written communication

Verbal communication

Collaboration

Process improvement

Education

2+ years tax support or related admin role

Associate degree in Accounting/Finance/Business

High school diploma or equivalent

Job description

The Surplus Lines Tax Specialist supports the accurate and timely processing, reconciliation, and compliance of surplus lines tax filings across multiple jurisdictions. In this role, you will help ensure filing data is complete, submissions meet state requirements, and records are maintained with a high level of accuracy. Working under general supervision, you will partner with internal teams, resolve routine to moderately complex issues, and contribute to process improvements that support efficiency, compliance, and strong business outcomes.

Job Description

KEY RESPONSIBILITIES:

The following responsibilities outline the key areas of focus for this role. Responsibilities may evolve over time based on business needs.

• Prepare, review, and support surplus lines tax documentation and reporting requirements across multiple states.
• Monitor filing deadlines and help ensure submissions align with applicable state surplus lines tax regulations.
• Reconcile tax payments, maintain accurate records, and research or resolve discrepancies in a timely manner.
• Partner with internal teams to gather data, validate policy information, and support accurate filings.
• Assist with research related to regulatory updates and help maintain internal procedures as requirements change.
• Support audits by organizing documentation, responding to inquiries, and providing accurate records when needed.
• Maintain organized tax-related files and records to support easy retrieval, review, and inspection.
• Identify opportunities to improve processes, strengthen accuracy, and create greater efficiency in day-to-day work.

EDUCATION AND EXPERIENCE

The qualifications below reflect the experience, education, and background that will help a candidate be successful in this role. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• High school diploma or equivalent required.
• Associate degree in Accounting, Finance, Business, or a related field preferred.
• 2+ years of experience in tax support, insurance operations, accounting support, or a related administrative role required.
• Experience with multi-state surplus lines tax regulations, property and casualty insurance, or regulatory filing processes is highly desirable.

CERTIFICATIONS / LICENSES / REGISTRATIONS

• No specific certifications, licenses, or registrations are required.

FUNCTIONAL SKILLS

• Proficiency in Microsoft Excel, including the ability to organize, review, and analyze large data sets.
• Strong attention to detail with a commitment to accuracy, completeness, and timely follow-through.
• Ability to research state-specific requirements and apply updates to filing processes and procedures.
• Strong organizational and time management skills with the ability to prioritize work and meet deadlines.
• Clear written and verbal communication skills with the ability to collaborate effectively across internal teams and external partners.
• Ability to work independently while also contributing to a collaborative, fast-paced team environment.
• Comfort identifying process improvements and helping implement practical solutions that improve efficiency and reduce risk.

General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.

CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.

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