Tax Compliance Specialist

Open to Mount Pleasant, SC; Melbourne or St. Pete, FL; Burlington, MA; or Suwanee, GA.

About the Role

Perform data entry and reconciliation of specific state surplus lines tax filings per state guidelines.

Responsibilities

• Maintains established policies and procedures, objectives, quality assurance program, and safety standards.
• Identifies process improvements and carries through to implementation.
• Develops new processes/procedures to improve quality, efficiency, and/or customer service.
• Keeps informed of regulations and procedures affecting finance and accounting procedures.
• Prepares, enters, and uploads state surplus lines tax requirements as assigned.
• Performs reconciliation for assigned states and assists in preparing payments per state surplus lines guidelines.
• Effectively communicates with owners, department directors, and staff.
• Handles customer service calls for both internal and external customers; responds to inquiries in a timely manner.
• Performs other job duties and responsibilities as required.

Requirements

• Four years of work experience in Accounting and/or Insurance Industry.
• MAS500 experience preferred or other related large Accounting Financial System.
• Ability to organize and present information in a neat and effective manner.
• Ability to manage multiple tasks while keeping focused on details.
• Ability to work with minimum supervision and a sense of urgency.
• Ability to exercise good judgment.
• Ability to grasp new tasks, software, or equipment quickly, efficiently, and accurately.
• Detail-oriented with a positive demeanor and willingness to learn.
• Team player with a proactive approach to problem-solving.
• Ability and willingness to take initiative.
• Perform all assigned functions accurately and in a timely manner.
• Exercises good judgment in areas of moderate to high complexity when the situation warrants.
• Typing speed of 45 wpm.
• Specific knowledge of Microsoft Office, including Word, Outlook, and Excel.
• Specific computer knowledge and experience working in an office environment.
• Ability to answer phones, including conference calls and possible multiple lines.
• Ability to use a 10-key calculator by touch.
• Self-directed and goal-oriented.
• Moderate knowledge of accounting principles and ability to research moderately to highly complex accounting issues to solve problems.
• Strong written and oral communication skills.
• Ability to set and meet priorities and deadlines in line with established month-end and year-end closing dates.
• Viewed as a rising leader within the company; a go-to helper and problem solver.
• Ability to explain not just the answer but how and why.
• Ability to multitask, analyze complex information, and balance items quickly and accurately.

Physical Demands

• Requires prolonged sitting.
• May require lifting up to 25 pounds.