Tax Analyst

Work set-up: 
Full Remote
Contract: 
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

Associate or Bachelor's degree in Accounting, Finance, or related field preferred., At least 2 years of filing experience or 3 years in accounting, compliance, or insurance., Intermediate proficiency in Excel or similar spreadsheet software., Self-directed, detail-oriented, with strong organizational and decision-making skills..

Key responsibilities:

  • Manage and complete surplus lines tax filings and reports across all states.
  • Maintain knowledge of surplus lines tax regulations and ensure compliance.
  • Provide excellent customer service and document all correspondence properly.
  • Assist in project management and support team members to ensure compliance and timely filings.

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InsCipher
11 - 50 Employees
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Job description

At InsCipher, our commitment to our customers is what drives us. 

Ours is a culture of innovation and progress. We are a creative team of doers constantly striving to develop value-driven products and services for our customers.  

Our ultimate goal is to become the trusted authority and leading partner for state departments of insurance, surplus lines associations, and brokers nationwide. We’re achieving that goal by enhancing every facet of our customers reporting and tax filings through education and innovative, streamlined compliance solutions. 

We’re growing fast and want you to be a part of it! 

We’re looking for a talented, detail-oriented Tax Analyst - Remote to join our team. Under the direction of the Filing Services Team Lead this role will be responsible for completing filings, reports, and reconciliations of surplus lines taxes in all states, and assisting with client correspondence and project management.  

Key Responsibilities 

  • 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 

  • Maintain working knowledge of surplus lines tax regulations and assist with research to ensure compliance requirements for each state and jurisdiction are met 

  • Provide excellent customer service and properly document all correspondence with the state and client in their applicable location  

  • Effectively build professional, positive working relationships with both clients and all levels of the organization  

  • Assist in directing team members to maintain compliance with all surplus lines tax filings  

  • Assist in monitoring reports and coordinate with accounting when necessary  

  • Support the Team Lead in fulfillment of ad hoc requests and completion of projects as needed  

  • Timely and accurately complete state regulatory surplus lines tax filings  

  • Reconcile filings with the InsCipher Connect platform and state transaction reports and investigate, research, and resolve issues that may arise during the filing, reconciliation, or payment processes  

  • Organize tasks efficiently to meet deliverables on time 

  • Prepare and submit quarterly, semi-annual, and annual state reports as assigned 

  • Ensure proper documents are received and reviewed from client submission  

  • Assist with any surplus lines audits, verifying transactions, documents, and filings  

  • Conduct compliance and quality review on documents, state legislation, codes, and procedures associated with surplus lines tax filing  

  • Escalate customer, state, or internal issues through proper channels and respond to escalated issues from states, clients, and internal team when appropriate  

  • Required to perform other duties as requested, directed, or assigned 

Requirements and Qualifications 

  • Associate or Bachelor's degree in Accounting, Finance, or related field preferred  

  • 2+ years of filing experience, or 3+ years of accounting, compliance, or insurance related experience 

  • Surplus lines knowledge is a plus  

  • 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  

Perks 

  • Health, dental, and vision plans 

  • Amazing work-life balance with 4 weeks of Paid Time Off 

  • 10 Paid Company Holidays with 2 floating holidays 

  • 401K Programs with employer match 

  • Personal assistant programs for support in a healthy personal and work life 

Why InsCipher? 

At InsCipher, you'll join a team of disruptors, innovators, and forward-thinkers. We're not just changing the game; we're creating a new one. We offer a dynamic, inclusive work environment where your ideas are valued, and your contributions lead to real change. With us, you'll have the opportunity to: 

  • Work on cutting-edge projects that are reshaping an industry 

  • Collaborate with a team of passionate, like-minded professionals 

  • Enjoy a culture that values flexibility, innovation, and personal growth 

Compensation Range: $58k/yr - $65k/yr 

 
We are proud to be an equal-opportunity employer. We are committed to providing equal opportunities to all qualified applicants, regardless of race, color, religion, sex, national origin, disability, or any other legally protected characteristics.  
 
If you need accommodation, please let us know during the interview process. 

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Customer Service
  • Microsoft Excel
  • Decision Making
  • Time Management
  • Teamwork
  • Organizational Skills
  • Detail Oriented

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