Position Overview
We are seeking a detail-oriented and motivated Finance & Tax Analyst to join our team in Jericho, NY. This entry-level role is ideal for candidates looking to build a career in insurance compliance, finance, or tax operations. The analyst will be responsible for preparing and filing surplus lines taxes across multiple states, ensuring accuracy and compliance with regulatory requirements. While this role starts with a focus on routine filings, there is significant opportunity for growth as responsibilities expand.
Key Responsibilities
Prepare and file surplus lines tax returns in states where we operate, including Florida, Georgia, Texas, New York, New Jersey, Pennsylvania, and others as applicable.
Monitor state-specific filing requirements and deadlines to ensure timely submissions.
Manage weekly filing obligations and address any backlog or cleanup of prior filings.
Track and document zero-filing states where surplus lines activity has not occurred.
Maintain accurate tax records and reports for audit and compliance purposes.
Collaborate with internal teams to gather necessary data from Applied Epic (GL system) to complete filings.
Stay up to date with changing surplus lines tax regulations across all 50 states.
Assist with ad hoc projects, reconciliations, and compliance initiatives as needed.
Qualifications
Bachelor’s degree in Accounting, Finance, Business Administration, or a related field (preferred but not required).
Strong attention to detail, organizational, and time management skills.
Proficiency in Microsoft Excel and comfort working with financial systems (experience with Applied Epic a plus).
Ability to manage multiple deadlines across different jurisdictions.
Strong written and verbal communication skills.
Eagerness to learn, grow, and take on increasing responsibility.
What We Offer
Competitive entry-level compensation with growth opportunities.
Hands-on training and professional development in surplus lines compliance and insurance taxation.
Exposure to multi-state regulatory processes across the U.S.
A collaborative and supportive work environment.
Compensation Range:
$55,000.00-$88,750.00Top Skills
What We Do
American Global is one of the largest privately held insurance and surety brokerage firms in North America. specializing in all aspects of construction risk management. Established more than a decade ago, American Global focused on building trust, acquiring extraordinary talent, and evolving into a powerful resource with capabilities that extend well beyond surety and insurance. Today, we are one of the most forward-thinking firms in the world, supporting contractors, owners, and developers throughout the entire scope of their project and across every milestone of their business, protecting against the risks and exposures specific to the construction industry.
At American Global, we believe a good broker should think about your business the way you think about your business. We take the time to understand what you value most, then advocate for those values on your behalf. By maintaining a constant view of the ‘big picture,’ American Global helps makes connections across every aspect of your business while providing solutions to some of the most complex placement needs across the globe.
American Global now has multiple offices across the United States and Canada, as well as in Rome, to serve clients throughout North America, Latin America, the UK and Europe.
As our growth continues, so will our innovation. American Global will continue to revolutionize the role of the broker, finding new ways to present opportunities, bring more value, and develop solutions that break even more boundaries, demonstrating why it’s time to 'expect more from your broker'.
To join our dynamic team and discover what's possible, visit our jobs page or see our website to learn more.
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