Surplus Lines Tax Filings Specialist - REMOTE

About the role

We have assignments available to help our wholesale broker clients in Commercial Lines Compliance / Surplus Tax Filings positions. This is a remote, long-term position that offers real work/life balance and allows you to choose a full or part-time work schedule while continuing to utilize your insurance expertise.

Responsibilities

• Process and payment of surplus lines taxes and stamping fees in all 50 states.
• Process daily, monthly, semi-annual, and annual state filings for all 50 states.
• Perform analysis and research of surplus lines requirements and directly work with the state department of insurance and/or stamping offices.
• Generate tax and fee reports to ensure all systems are updated properly.
• Work with internal staff to ensure proper state tax identification and allocation.
• Ensure all state requirements are being adhered to by staff.

Current high demand for California filing experience.

Requirements

• 25 years of full-time work experience.
• 10 most recent years of Commercial Lines Compliance / Surplus Tax Filings insurance experience.

Benefits

• Health insurance based on eligibility.
• 401(k) with a 4% match.
• Retire from the office but not from work.
• Eliminate office stress and commute.
• Choose the work you would like to do.
• Available in either full or part-time schedules.
• Utilize your years of insurance industry knowledge.
• Be part of a dynamic yet virtual team environment and connect with other experienced insurance professionals.

About Us

At WAHVE, we value significant insurance experience and want to revolutionize the way people think about phasing into retirement by offering qualified candidates the opportunity to continue their career working from home. We created a welcoming place to work with friendly and professional leadership. We are known for the great care we take with our staff and our clients. We are passionate and determined about delivering the best customer service, preserving insurance industry knowledge, and making a difference through the work that we do.