Tax Analyst

About the role

Hull & Company is seeking an entry-level Tax Analyst to join our growing team in St. Pete, FL. The Tax Analyst supports the surplus lines tax team and is responsible for reviewing, evaluating, preparing, and filing state tax filing submissions, ensuring all documentation and statutory compliance requirements have been met.

Responsibilities

• Evaluate management reports to ensure that all offices have submitted the required filing documentation. Follow up with all offices as necessary to secure complete and timely submissions.
• Review and prepare all office tax filing submissions; ensure necessary documentation has been submitted; verify appropriate invoicing and taxing amounts; ensure compliance with all state requirements.
• Process tax filings for assigned states in a timely and accurate manner.
• Handle any discrepancies (i.e., tags) identified by state filing authorities, ensuring timely resolution.
• Resolve any surplus lines tax discrepancies identified by Accounting Leaders, Corporate Accounting Department, etc.
• Review state and industry publications, monitor state websites, and coordinate with Lead and offices to ensure that all tax filing information, processes, and forms are kept current.
• Assist Lead in managing the Tax and Affidavit Information link (for all states) on the Intranet; maintain all relevant tax and filing information using software tools such as Word, Adobe, and Excel.
• Submit current/updated tax information to the Lead for the monthly tax newsletter; communicate updates or changes to tax and filing compliance issues affecting pertinent office staff.
• Establish and maintain appropriate documentation for all state filings, ensuring the information is complete, accurate, and current.
• Perform analysis or research as assigned by Leaders to assist with internal or state auditors.
• Develop and maintain procedures and materials in support of the department’s mission(s) at the direction of the Lead.

Requirements

• Minimum High School diploma required.
• Proficient with computers and MS Office Suite.
• Exceptional telephone demeanor.
• Ability to maintain a high level of confidentiality.
• 1 – 3 years’ experience in the insurance field.

Qualifications

• Preferred: 4-40 License or higher.
• Preferred: Some college education.
• Preferred: 1 – 3 years’ experience in surplus lines insurance/taxes.
• Preferred: Notary.

Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance.
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement.
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services.
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts, and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.