Surplus Lines Tax Specialist

CRC Group; United States; À distance; USD 70 000 - 90 000; Plein temps

Résumé du poste

CRC Group is seeking a Surplus Lines Tax Specialist to ensure accurate and timely processing of surplus lines tax filings across multiple states. You will reconcile tax payments, maintain detailed records, and collaborate with internal teams to gather data and validate policy information.

This role supports regulatory updates and audit readiness. The position requires strong attention to detail, experience with state surplus lines tax regulations, and the ability to adapt to changing procedures.

Qualifications

• Strong attention to detail and accuracy in tax filings.
• Experience with surplus lines tax filings across multiple states.
• Ability to research regulatory changes and apply them to filings.

Responsabilités

• Prepare, review, and support surplus lines tax documentation and reporting requirements across multiple states.
• Monitor filing deadlines and ensure submissions align with state 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 help maintain internal procedures as requirements change.
• Support audits by organizing documentation and providing accurate records when needed.

Connaissances

Tax compliance

Documentation

Data reconciliation

Cross-functional

Description du poste

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

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.