Tax Associate

Jobtailor

Pleasant Grove (UT)

On-site

USD 60,000 - 80,000

Full time

14 days+

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Job summary

Jobtailor in Utah seeks a detail-oriented Surplus Lines Tax Compliance Specialist to file regulatory tax returns timely and accurately. You will review client submissions, maintain regulatory knowledge, and reconcile filings with InsCipher Connect and state reports.

The role demands 2+ years in accounting/compliance, a degree in Accounting or Finance, and strong Excel skills. You will support the leadership team and collaborate with clients, delivering precise results in a fast-paced environment.

Qualifications

2+ years of accounting, compliance, or insurance-related experience.
Associate or Bachelor’s degree in Accounting, Finance, or related field preferred.
Intermediate Excel or other spreadsheet skills.

Responsibilities

Timely and accurately complete state regulatory surplus lines tax filings.
Review documents from client submissions for compliance.
Reconcile filings with InsCipher Connect platform and state reports.
Assist with surplus lines audits and respond to emails and tasks.

Skills

Surplus Lines Tax

Document Review

Excel Proficiency

Client Relations

Time Management

Detail-Oriented

Decision Making

Education

Associate or Bachelor’s degree in Accounting/Finance

Tools

InsCipher Connect

Spreadsheet Software

Job description

Timely and accurately complete state regulatory surplus lines tax filings
Ensure proper documents are received and reviewed from client submission
Conduct compliance and quality review on documents, state legislation, codes and procedures associated with surplus lines tax filing
Maintain working knowledge of surplus lines tax regulations
Reconcile filings with InsCipher Connect platform and state transaction reports
Assist in directing other team members as needed to maintain compliance with all surplus lines tax filings
Manage multiple priorities in a high-volume position, deliver timely and accurate work products with a focus on customer service, and respond with a sense of urgency as required
Assist with any surplus lines audits, verifying transactions, documents, and filings
Assist with surplus lines calls and accurately and efficiently respond to emails, outlook tasks, and voicemails
Provide technical assistance to InsCipher Connect clients
Coordinate multiple projects, ensuring timely and accurate deliverables and effectively resolve any issues that occur
Effectively build professional, positive working relationships with both clients and all levels of the organization
Independently investigate, research, and resolve issues that may arise during the filing, reconciliation, or payment processes
Properly document all correspondence with the state and client in their applicable location
Support the Surplus Lines Tax Leadership Team in fulfillment of ad hoc requests, as needed
Adapt to and provide feedback on any internal workflow and process changes
Escalate customer, state, or internal issues through proper channels when needed
Required to perform other duties as requested, directed, or assigned

Requirements

Associate or Bachelor's degree in Accounting, Finance, or related field preferred
2+ years of accounting, compliance, or insurance related experience
Intermediate skills in Excel or other spreadsheet software
Self-directed and detail-oriented with strong organizational, decision-making, and time management skills
Effectively works independently and as part of a team
Demonstrated willingness to take initiative and act decisively

Core Competencies

Demonstrates expertise in surplus lines tax compliance, including timely and accurate filings, document review, and regulatory knowledge. Strong organizational and decision-making skills are essential for managing multiple priorities and delivering high-quality work in a fast-paced environment.

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