Job Description

Position Overview
We are seeking a detail-oriented and motivated Finance & Tax Analyst to join our team in Jericho, NY. This entry-level role is ideal for candidates looking to build a career in insurance compliance, finance, or tax operations. The analyst will be responsible for preparing and filing surplus lines taxes across multiple states, ensuring accuracy and compliance with regulatory requirements. While this role starts with a focus on routine filings, there is significant opportunity for growth as responsibilities expand.

Key Responsibilities

• Prepare and file surplus lines tax returns in states where we operate, including Florida, Georgia, Texas, New York, New Jersey, Pennsylvania, and others as applicable.
  
• Monitor state-specific filing requirements and deadlines to ensure timely submissions.
  
• Manage weekly filing obligations and address any backlog or cleanup of prior filings.
  
• Track and document zero-filing states where surplus lines activity has not occurred.
  
• Maintain accurate tax records and reports for audit and compliance purposes.
  
• Collaborate with internal teams to gather necessary data from Applied Epic (GL system) to complete filings.
  
• Stay up to date with changing surplus lines tax regulations across all 50 states.
  
• Assist with ad hoc projects, reconciliations, and compliance initiatives as needed.
  

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field (preferred but not required).
  
• Strong attention to detail, organizational, and time management skills.
  
• Proficiency in Microsoft Excel and comfort working with financial systems (experience with Applied Epic a plus).
  
• Ability to manage multiple deadlines across different jurisdictions.
  
• Strong written and verbal communication skills.
  
• Eagerness to learn, grow, and take on increasing responsibility.
  

What We Offer

• Competitive entry-level compensation with growth opportunities.
  
• Hands-on training and professional development in surplus lines compliance and insurance taxation.
  
• Exposure to multi-state regulatory processes across the U.S.
  
• A collaborative and supportive work environment.
  

Compensation Range:
$55,000.00-$88,750.00

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