Tax Analyst

Brown & Brown, Inc.; Saint Petersburg (FL); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Health benefits

401k

Student loan assistance

Tuition reimbursement

Paid time off

Job summary

Hull & Company in Saint Petersburg, FL is seeking an entry level Tax Analyst to join the growing team. The role supports the surplus lines tax group by reviewing, evaluating, preparing and filing state tax submissions, ensuring documentation and statutory compliance are met.

Responsibilities include coordinating with offices for timely submissions, resolving discrepancies, and maintaining tax information across tools.

Qualifications

• Minimum High School diploma required.
• Proficient with computers & MS Office Suite.
• Exceptional telephone demeanor.
• Ability to maintain a high level of confidentiality.
• 1–3 years’ experience in insurance field.
• 4-40 License or higher preferred.
• Some college education.
• 1–3 years’ experience in surplus lines insurance/taxes.
• Notary.

Responsibilities

• Evaluate management reports to ensure offices submitted required filing documentation.
• Follow up with offices to secure complete and timely submissions.
• Review and prepare all office tax filing submissions; verify invoicing and taxing amounts for compliance.
• Process tax filings for assigned states timely and accurately.
• Handle discrepancies identified by state filing authorities ensuring timely resolution.
• Coordinate with leadership to keep tax filing information current.
• Maintain documentation for all state filing.
• Assist in maintaining tax information on intranet and related tools.
• Submit updates to monthly tax newsletter and inform staff of changes.
• Develop and maintain procedures supporting department missions.

Skills

MS Office

Confidentiality

Telephone etiquette

Education

High School Diploma

Some College

Notary Public

4-40 License

Tools

Excel

Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Hull & Company is seeking an entry level Tax Analyst to join our growing team in St. Pete, FL! The Tax Analyst supports the surplus lines tax team and is responsible for reviewing, evaluating, preparing and filing state tax filing submissions, ensuring all documentation and statutory compliance requirements have been met.

How You Will Contribute:

• Evaluate management reports to ensure that all offices have submitted the required filing documentation.
• Follow up with all offices as necessary to secure complete and timely submissions.
• Review and prepare all office tax filing submissions; ensure necessary documentation has been submitted; verify appropriate invoicing and taxing amounts; ensure compliance with all state requirements.
• Process tax filings for assigned states in a timely and accurate manner.
• As assigned, handle any discrepancies (i.e. tags) identified by state filing authorities, ensuring timely resolution.
• Handle any SL tax discrepancies identified by Accounting Leaders, Corporate Accounting Department, etc., ensuring timely resolution.
• Review state and industry publications, monitor state websites and coordinate with Lead & offices to ensure that all tax filing information, processes and forms are kept current.
• Assist Lead in managing Tax and Affidavit Information link (for all states) on Intranet; assist in maintaining all relevant tax and filing information using software tools such as Word, Adobe and Excel.
• Submit current/updated tax information to the Lead for the monthly tax newsletter; communicate to all pertinent office staff regarding updates or changes to tax and filing compliance issues affecting their states.
• Establish and maintain appropriate documentation for all state filing, ensuring the information is complete, accurate and current.
• Performs analysis or research as assigned by Leaders to assist with internal or state auditors.
• At the direction of Lead, develop and maintain procedures and materials in support of the department’s mission(s).

Skills & Experience to Be Successful:

• Required: Minimum High School diploma required.
• Proficient with computers & MS Office Suite.
• Exceptional telephone demeanor.
• Ability to maintain a high level of confidentiality.
• 1 – 3 years’ experience in insurance field.
• Preferred: 4-40 License or higher.
• Some college education.
• 1 – 3 years’ experience in surplus lines insurance/taxes.
• Notary.

Benefits & Total Well-Being

• We go beyond standard benefits, focusing on the total well-being of our teammates, including: Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”. We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers. Everything we do is about the greater “WE”—never “me.” While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers. Brown & Brown and its affiliates maintain an internal recruiting team responsible for filling open roles posted to the public. In certain situations, Brown & Brown may supplement its internal capabilities by engaging external recruiting vendors and employment agencies (“Recruiting Vendors”). Recruiting Vendors are not authorized to submit resumes, share candidate data, or directly or indirectly contact Brown & Brown employees to present candidates for employment opportunities. The only exception applies to Recruiting Vendors with an active Valid Agreement (as defined below) that has been approved by Brown & Brown. In accordance with this policy, and to ensure appropriate authorization for sharing candidate personal information, Brown & Brown will not accept unsolicited resumes from any source other than Authorized Recruiting Vendors with a Valid Agreement in place who have been expressly invited to support a specific role. Any unsolicited resumes, incomplete submissions, or candidate data received through any means (including email or otherwise) will be considered the property of Brown & Brown.