Surplus Lines Tax Specialist

CRC Insurance Services, Inc.; Texas; Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life insurance

Disability insurance

401(k) plan with company match

Paid time off

Job summary

CRC Group seeks a Surplus Lines Tax Specialist to manage tax filings, reconcile payments, and ensure compliance across multiple states. You will collaborate with internal teams to gather data and maintain accurate records in a fast-paced environment.

The role emphasizes meticulous data handling, regulatory updates, and process improvements while supporting audits and documentation controls.

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.
• Experience with multi-state surplus lines tax regulations, property and casualty insurance, or regulatory filing processes is highly desirable.

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 promptly.
• Partner with internal teams to gather data, validate policy information, and support accurate filings.
• Assist with research related to regulatory updates and 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 for easy retrieval, review, and inspection.
• Identify opportunities to improve processes, strengthen accuracy, and increase day-to-day efficiency.

Skills

Excel

Attention to detail

Research state regs

Time management

Communication

Independence

Process improvement

Education

High school diploma or equivalent

Associate degree in Accounting, Finance, Business, or related field

2+ years in tax support, insurance operations, or related admin role

Experience with multi-state surplus lines tax regs or regulatory filing processes

Job description

Remote - Texas

Full time

R0000003087

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

Responsible for the tax payables function which includes remitting timely payments to state departments and reconciliation of accounts.

Surplus Lines Tax Specialist

Job Profile Summary

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

• medical
• dental
• vision
• life
• disability
• AD&D insurance
• tax-advantaged savings accounts
• 401(k) plan with company match
• generous paid time off programs
• company holidays
• vacation and sick days
• new parent leave
• restricted stock units
• 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.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf) Pay Transparency Nondiscrimination Provision E-Verify (https://www.e-verify.gov/employees/employee-rights-and-responsibilities)

Join CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence.

Why CRC Group?

• Growth: Advance your career with our learning and leadership development programs.
• Innovation: Work in a forward-thinking environment that values new ideas.
• Community: Be part of a supportive team that celebrates success together.
• Benefits: Enjoy competitive compensation, health benefits, and retirement plans.

Who We’re Looking For

We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.