Surplus Lines Tax Specialist

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Surplus Lines Tax Specialist

Job Profile Summary

The Surplus Lines Tax Specialist supports the accurate and timely processing, reconciliation, and compliance of surplus lines tax filings across multiple jurisdictions. In this role, you will help ensure filing data is complete, submissions meet state requirements, and records are maintained with a high level of accuracy. Working under general supervision, you will partner with internal teams, resolve routine to moderately complex issues, and contribute to process improvements that support efficiency, compliance, and strong business outcomes.

Job Description

KEY RESPONSIBILITIES: 

The following responsibilities outline the key areas of focus for this role. Responsibilities may evolve over time based on business needs.

​​• Prepare, review, and support surplus lines tax documentation and reporting requirements across multiple states.
• Monitor filing deadlines and help ensure submissions align with applicable state surplus lines tax regulations.
• Reconcile tax payments, maintain accurate records, and research or resolve discrepancies in a timely manner.
• Partner with internal teams to gather data, validate policy information, and support accurate filings.
• Assist with research related to regulatory updates and help maintain internal procedures as requirements change.
• Support audits by organizing documentation, responding to inquiries, and providing accurate records when needed.
• Maintain organized tax-related files and records to support easy retrieval, review, and inspection.
• Identify opportunities to improve processes, strengthen accuracy, and create greater efficiency in day-to-day work.​

EDUCATION AND EXPERIENCE 

The qualifications below reflect the experience, education, and background that will help a candidate be successful in this role. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

​​• High school diploma or equivalent required.
• Associate degree in Accounting, Finance, Business, or a related field preferred.
• 2+ years of experience in tax support, insurance operations, accounting support, or a related administrative role required.
• Experience with multi-state surplus lines tax regulations, property and casualty insurance, or regulatory filing processes is highly desirable.​

CERTIFICATIONS / LICENSES / REGISTRATIONS 

​​• No specific certifications, licenses, or registrations are required.​

FUNCTIONAL SKILLS 

​​• Proficiency in Microsoft Excel, including the ability to organize, review, and analyze large data sets.
• Strong attention to detail with a commitment to accuracy, completeness, and timely follow-through.
• Ability to research state-specific requirements and apply updates to filing processes and procedures.
• Strong organizational and time management skills with the ability to prioritize work and meet deadlines.
• Clear written and verbal communication skills with the ability to collaborate effectively across internal teams and external partners.
• Ability to work independently while also contributing to a collaborative, fast-paced team environment.
• Comfort identifying process improvements and helping implement practical solutions that improve efficiency and reduce risk.​

General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.

CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.

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