Surplus Lines Tax Manager

Job Description:

The Surplus Lines Tax Manager supports a growing insurance organization that partners with highly rated underwriters, brokers, agents, TPAs, and technology providers to develop and manage specialty insurance programs and services through proprietary platforms. This role is responsible for surplus lines tax compliance, including training, reporting, and filings across multiple jurisdictions.

Responsibilities:

• Serve as an expert in proprietary and third-party systems used for surplus lines policy reporting and tax calculation/payment.

• Ensure timely and accurate processing, delivery, and reporting of policies and endorsements.

• Review existing workflows and design new processes to improve efficiency, accuracy and timeliness of surplus lines reporting.

• Partner with accounting on surplus lines tax payments and related reporting.

• Lead and develop a team of surplus lines tax professionals, providing ongoing coaching and support.

• Communicate regularly on reporting timelines and state payment deadlines.

• Produce and maintain recurring and ad-hoc surplus lines reporting.

• Support audits from state departments of insurance and carrier partners as needed.

• Obtain P&C and surplus lines licenses within six months of hire, if required.

• Lead by example with a high level of integrity and accountability.

• Support onboarding and training of new team members.

• Monitor team quality, accuracy and KPI performance.

• Conduct regular coaching to enhance team effectiveness and professional growth.

Requirements:

• 2+ years of P&C insurance experience

• Working knowledge of surplus lines compliance and insurance practices

• Results-oriented mindset with strong attention to detail

• Ability to quickly learn proprietary and third-party technology platforms

• Strong organizational and analytical skills

• Prior people leadership or team oversight experience

• Clear and professional communication skills

• Ability to manage competing priorities and meet deadlines

• Desire for continued learning and career progression

• Collaborative, team-oriented approach

• Experience supporting internal and external stakeholders

• Background in a startup or high-growth environment (preferred)

• Proficiency with Microsoft Windows and Microsoft Office

• Bachelor’s degree or equivalent experience

• Insurance designations (preferred)

• Experience with NetSuite (preferred)

Benefits:

• Competitive compensation of $125k

• Medical, dental, vision and prescription coverage

• Health savings account

• 401(k) with discretionary employer match

• Short- and long-term disability coverage

• Employer-paid life insurance with supplemental options

• Employee assistance program

• Paid holidays, vacation and volunteer time

• Employee discount programs

Contact:
Janet Foor
[email protected]