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Customer Focused. Technology Driven. Relentless Execution.
Insurance Tax Processor
Location
California + 3 moreAll locations: California | Colorado | New York | Washington
Posted
100 days ago
Salary
0
Seniority
Mid Level
Job Description
Insurance Tax Processor
Team Focus Insurance Group
• Manage the filing of Excess & Surplus Lines taxes in compliance with legal requirements. • Verify that submitted forms align with each state's unique regulatory needs. • Execute filings on state websites or through platforms such as OPTins. • Handle policy stamping and tax payments, ensuring adherence to state-mandated guidelines.
Job Requirements
- Associate’s degree in accounting, Finance, or related field, or equivalent professional experience
- Surplus Lines license (preferred)
- Minimum of 1-2 years’ experience in tax filing or a related field
- Proven experience handling compliance-driven processes
- Strong understanding of state tax regulations and Excess & Surplus Lines requirements
- Proficient with electronic tax filing platforms, including OPTins
- Detail-oriented with excellent organizational skills
- Ability to prioritize tasks in a deadline-driven environment
- Strong analytical and problem-solving skills
- Strong communication skills for internal and external collaboration.
Benefits
- Medical, Dental, Vision, Life, Pet; Flexible Spending Account
- Competitive Salaries
- 401K Match
- Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave
- Short and Long-Term Disability
- Employee Support Programs, Including Mental Health
- Tuition Reimbursement
- Matching Charitable Gift Program
- Lucrative Referral Program
- Commuter Benefits
- Flexibility: Remote and Hybrid Opportunities Available
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This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This role offers the opportunity to lead and shape the tax function in a fast-growing digital infrastructure and telecommunications environment. You will manage all aspects of U.S. tax compliance, reporting, and planning across multiple subsidiaries, while partnering closely with finance and business leaders to influence strategic decisions. The position balances hands-on compliance work with higher-level tax strategy, process optimization, and risk mitigation. - Manage federal, state, and local tax compliance, including corporate income, franchise, sales/use, property, payroll, and telecom-specific taxes. - Coordinate with external tax advisors to ensure accurate, timely preparation and filing of all tax returns. - Develop and implement tax planning, mitigation, and deferral strategies to minimize liabilities and support business growth. - Ensure proper payroll tax handling for stock-based compensation. - Monitor and interpret tax law changes, assessing potential impacts on the business. - Support regulatory reporting, including telecom-related filings such as USF, E-911, and gross receipts. - Partner with accounting and finance teams on budgeting, forecasting, audits, and compliance. - Identify and execute process improvements, strengthening internal controls and efficiency across the tax function. - Serve as the primary liaison for auditors, tax authorities, and external advisors. Qualifications - Bachelor’s degree in Accounting, Finance, or a related field; CPA preferred. - 6–10 years of progressive tax experience, including public accounting and/or in-house roles. - Strong knowledge of U.S. corporate, state, and local taxes, with experience in sales/use, payroll, and telecom-specific taxes preferred. - Proven ability to translate complex tax issues for non-tax stakeholders. - Comfortable operating in a mid-sized, fast-growing company with a collaborative, ownership-driven culture. - Strong analytical, organizational, and communication skills. - Experience managing external advisors, audits, and tax filings across multiple jurisdictions. Benefits - Competitive base salary of $115,000–$125,000 with eligibility for annual bonus and meaningful stock-based compensation. - Paid medical, dental, vision, and life insurance coverage. - 401(k) plan with employer match. - Paid time off and holidays. - Remote work flexibility with a hybrid-friendly culture. - Opportunity to shape the tax function in a fast-growing, high-impact environment.
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