Tax Analyst

Brown & Brown; Saint Petersburg (FL); Presencial; USD 42.000 - 55.000; Jornada completa

Descripción de la vacante

Hull & Company in St. Pete, FL is seeking an entry level Tax Analyst to join our growing team.

You will support the surplus lines tax group by reviewing and filing state tax submissions and ensuring proper documentation and statutory compliance. The role involves preparing filings, verifying invoicing and tax amounts, staying current with state requirements, and assisting with information for internal newsletters.

Formación

• Proficient with computers and MS Office Suite.
• Ability to maintain a high level of confidentiality.
• 1–3 years’ experience in insurance field.

Responsabilidades

• Review and file state tax submissions for assigned offices.
• Ensure documentation and invoicing are accurate and compliant with state requirements.
• Monitor state publications and update processes to stay current.
• Assist in preparing and maintaining tax information for reporting and newsletters.
• Develop and maintain filing procedures and materials to support tax operations.

Conocimientos

Confidentiality

Educación

4-40 License or higher

Some college education

Herramientas

Word

Excel

Adobe Acrobat

Descripción del empleo

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:

• Proficient with computers & MS Office Suite
• 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