Logo for InsCipher

Tax Analyst

Role overview

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
  • Intermediate skills in Excel or other spreadsheet software
  • Surplus lines knowledge is a plus

Responsibilities

  • Manage multiple priorities in a high-volume position, deliver timely and accurate work products with a focus on customer service
  • 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
  • Timely and accurately complete state regulatory surplus lines tax filings

Key facts

Other skills

  • Filing
  • Customer Service
  • Microsoft Excel
  • Decision Making
  • Time Management
  • Teamwork

About the company

InsCipher logo

InsCipher

Insurance

Surplus Lines Tax Filing Services and Insurance Automation Solutions. Our intuitive surplus lines management software, InsCipher Connectβ„’, propels you through the process of filing surplus line taxes by state. We tell you exactly what you need and when you need it. Simply plug in the information for each policy and let our calculator do the work, regardless of the transaction type. Once the calculation is complete, we'll provide the state-required documents needed to complete your filing. Our error alert system flags filing errors and other compliance concerns. These real-time notifications are an essential part of our surplus lines tax filing service, as they ensure that your transactions won't be fined or delayed. If you're looking to outsource your surplus lines filings completely, InsCipher Filing Servicesβ„’ is the solution for you. Simply upload your policy information via a convenient API transfer tool, and we'll handle the rest. From compliance, filing submissions, payments, and reporting, our team will handle the details so you can focus on what matters most--growing your business.

Company details

IndustryInsurance
Company size11 - 50

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

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 to join our team. Under the direction of the Filing Services Team Lead this remote 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.β€―

 

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: $59k/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.

Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
Β·

Tax Consultant Related jobs

Other jobs at InsCipher

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.