Alliant Insurance Services is a prominent insurance brokerage firm dedicated to delivering comprehensive risk management and employee benefits solutions, includ
Surplus Lines Coordinator
Location
United States
Posted
2 days ago
Salary
$0 / hour
Seniority
Senior
Job Description
Surplus Lines Coordinator
Alliant Insurance Services
Title: Surplus Lines Coordinator (Remote) Location: United States Work Type: Remote Job ID: 5327 Job Description: At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth. As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide. SUMMARY Responsible for assisting with the preparation, reporting, and all other aspects of Surplus Lines filings for the company in all 50 states. Ensures that proper tax payments are made on time and in accordance with state guidelines. ESSENTIAL DUTIES AND RESPONSIBILITIES Generates and reviews weekly insurance company payables reports; Ensures surplus lines taxes and fees are billed correctly in agency management systems and that proper policy documentation has been received from Sales staff; Reconciles and corrects discrepancies between the report and the documentation received; Requests and processes checks or other forms of payment for the applicable fees; Ensures that payment of fees and supporting documentation is sent to the appropriate state agency or Surplus Lines Association according to monthly, quarterly, semi-annual, or annual due dates; Other duties as assigned. QUALIFICATIONS EDUCATION / EXPERIENCE Associate’s degree or equivalent combination of education and experience Two (2) or more years of related work experience, surplus lines filing experience, and insurance payables experience preferred. SKILLS Excellent verbal and written communication skills Strong customer service skills Ability to organize and prioritize workload Ability to communicate effectively with supervisor and non-accounting employees Ability to work within a team and to foster teamwork Proficient in Microsoft Office products #LI-REMOTE Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law. Job Details Pay Type Hourly Hiring Min Rate 30.50 USD Hiring Max Rate 34.50 USD
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Surplus Lines Coordinator
Alliant Insurance ServicesAlliant Insurance Services is a prominent insurance brokerage firm dedicated to delivering comprehensive risk management and employee benefits solutions, includ
Title: Surplus Lines Coordinator (Remote) Location: United States Job Description: Virtual• United States Job Description At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth. As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide. More information is available at www.alliant.com. SUMMARY Responsible for assisting with the preparation, reporting, and all other aspects of Surplus Lines filings for the company in all 50 states. Ensures that proper tax payments are made on time and in accordance with state guidelines. ESSENTIAL DUTIES AND RESPONSIBILITIES Generates and reviews weekly insurance company payables reports; Ensures surplus lines taxes and fees are billed correctly in agency management systems and that proper policy documentation has been received from Sales staff; Reconciles and corrects discrepancies between the report and the documentation received; Requests and processes checks or other forms of payment for the applicable fees; Ensures that payment of fees and supporting documentation is sent to the appropriate state agency or Surplus Lines Association according to monthly, quarterly, semi-annual, or annual due dates; Other duties as assigned. QUALIFICATIONS EDUCATION / EXPERIENCE Associate’s degree or equivalent combination of education and experience Two (2) or more years of related work experience, surplus lines filing experience, and insurance payables experience preferred. SKILLS Excellent verbal and written communication skills Strong customer service skills Ability to organize and prioritize workload Ability to communicate effectively with supervisor and non-accounting employees Ability to work within a team and to foster teamwork Proficient in Microsoft Office products #LI-DR2 #LI-REMOTE Job Details Pay Type Hourly Hiring Min Rate 30.50 USD Hiring Max Rate 34.50 USD
Title: Surplus Lines Coordinator (Remote) Location: Virtual• United States Job Description: At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth. As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide. More information is available at www.alliant.com. SUMMARY Responsible for assisting with the preparation, reporting, and all other aspects of Surplus Lines filings for the company in all 50 states. Ensures that proper tax payments are made on time and in accordance with state guidelines. ESSENTIAL DUTIES AND RESPONSIBILITIES Generates and reviews weekly insurance company payables reports; Ensures surplus lines taxes and fees are billed correctly in agency management systems and that proper policy documentation has been received from Sales staff; Reconciles and corrects discrepancies between the report and the documentation received; Requests and processes checks or other forms of payment for the applicable fees; Ensures that payment of fees and supporting documentation is sent to the appropriate state agency or Surplus Lines Association according to monthly, quarterly, semi-annual, or annual due dates; Other duties as assigned. QUALIFICATIONS EDUCATION / EXPERIENCE Associate’s degree or equivalent combination of education and experience Two (2) or more years of related work experience, surplus lines filing experience, and insurance payables experience preferred. SKILLS Excellent verbal and written communication skills Strong customer service skills Ability to organize and prioritize workload Ability to communicate effectively with supervisor and non-accounting employees Ability to work within a team and to foster teamwork Proficient in Microsoft Office products #LI-DR2 #LI-REMOTE We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer. Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law. Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits Job Details Pay Type Hourly Hiring Min Rate 30.50 USD Hiring Max Rate 34.50 USD
Title: Real Estate Tax Associate Attorney Location: Washington, DC Hybrid Full time Job Description: Compensation $310,000 – $390,000+ A premier global law firm is seeking a Real Estate Tax Associate Attorney to join its Washington, DC office. This opportunity is ideal for an attorney interested in representing real estate investment funds, REITs, developers, institutional investors, private equity sponsors, and high-net-worth clients on sophisticated real estate tax matters. Ideal Background • 3–6 years of tax experience with a focus on real estate transactions gained at a sophisticated law firm • Experience advising real estate developers, institutional investors, REITs, private equity sponsors, real estate funds, family offices, and high-net-worth individuals • Experience structuring the tax aspects of commercial real estate acquisitions, dispositions, joint ventures, financings, developments, and restructurings • Experience advising on partnership taxation, LLC taxation, REITs, like-kind exchanges, tax-deferred transactions, and real estate investment structures • Experience supporting the tax aspects of private equity transactions, mergers & acquisitions, fund formations, and project finance transactions involving real estate assets • Experience drafting and reviewing partnership agreements, operating agreements, tax provisions, and transaction documents from a tax perspective • Strong knowledge of federal income tax principles applicable to real estate investments and partnerships • Strong drafting, analytical, organizational, and communication skills • Ability to independently manage sophisticated client matters while maintaining significant client interaction • LL.M. in Taxation is a plus, but not required • Excellent academic credentials • J.D. from an ABA-accredited law school required • DC bar admission required or ability to become admitted Why This Opportunity ✅ Premier global Real Estate Tax practice ✅ Sophisticated real estate investment and transactional tax work ✅ Significant client interaction and early responsibility ✅ Opportunity to advise leading developers, REITs, institutional investors, and private equity sponsors ✅ Strong mentorship and professional development ✅ Collaborative AmLaw 50 environment
Senior Tax Associate
Focus Financial PartnersEstablished in 2004, Focus Financial Partners operates as a global collective of independent wealth management firms, stewarding over $400 billion in client ass
Role Description Focus Partners Wealth is seeking a Senior Tax Associate to join our team! The Tax Senior Associate is responsible for preparing and reviewing tax returns, supporting tax planning initiatives, and ensuring compliance for high-net-worth individuals, families, and related entities. This role partners with internal teams on tax research and planning, assists in staff development, and helps communicate tax updates to clients. The ideal candidate has experience with individual and entity tax returns, strong attention to detail, and a commitment to delivering exceptional client service. - Tax planning and preparation for high-net-worth individuals and their related entities; - Performing first reviews on certain individual and fiduciary returns; - Ensuring compliance with all federal and state filing requirements on behalf of clients; - Acting as a resource to business management teams for tax planning, tax research, and ongoing education of tax-related developments; - Assisting Tax Managers with regularly educating permanent and seasonal tax preparation staff; - Assisting with communicating relevant tax developments to clients through newsletters, social media, and/or other communications. Qualifications - A Bachelor’s degree in Finance or Accounting with 3+ years’ relevant experience; - A demonstrated focus on preparing individual, fiduciary, partnership and S-corp tax returns with a primary focus on high-net-worth individuals and families; - Superb written and verbal communication skills; strong problem solving, technology, communication and organizational skills; - Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology; - Notable attention to detail, self-initiated follow-through, and outstanding time management; - Ability to work individually and in a team atmosphere; - The willingness and ability to work additional hours, as needed, during busy season. Requirements - CPA, CPA candidate or EA granting the ability to represent clients before the IRS; - Experience preparing multi-state returns; - Experience with ProSystem fx® Tax, CCH Axcess, CCH Workflow, Engagement and BNA Income Tax™ Planner. Benefits - The annualized base pay range for this role is expected to be between $80,000 - $100,000 per year base salary compensation range; - Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set; - The base pay is just one component of the total compensation package; - Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k).