Surplus Lines Tax Reconciliation Coordinator

About Specialty Program Group:

Specialty Program Group (SPG) is the wholesale & MGA division of HUB International (7th Largest Global Broker).  SPG acts in a holding company capacity acquiring best in class underwriting businesses to operate independently under discrete brands (portfolio companies). 

Responsibilities of Surplus Lines Tax Reconciliation Coordinator:

• Assist with monthly, quarterly, semi-annual, and annual tax reconciliation to help facilitate division monetary transfers

• Assist with filing tax reports on a monthly, quarterly, semi-annual, and annual basis; involves running reports and verifying data to ensure accuracy of information and ensuring all state filing deadlines are met

• Reconcile and correct discrepancies between internal and state tax reports, and between tax reports and division accounting records. Includes working with filing teams to correct filing errors and division accounting contacts to correct invoicing errors

• Update internal systems and reporting databases with tax filing status

• Prepare and submit state zero surplus lines business reports for individual producers as required, ensuring all reporting deadlines are met

• Assist at the direction of Compliance Management with surplus lines state audits or inquiries – verifying transactions, documents, and filings

• Perform other related duties as assigned

• Research, monitor, and implement any changes required to ensure compliance with each state’s surplus lines tax filing requirements

Qualifications and Skills:

• Associate degree in accounting or related field or equivalent combination of education and experience

• 1-year professional work experience preferred

• Knowledge of insurance industry including admitted vs. non-admitted markets is preferred but not required

• Microsoft Office proficiency with an emphasis in Excel

• Strong math and analytical skills

• Must have exceptional attention to detail

• Ability to organize and prioritize workload to meet deadlines

• Ability to execute tasks independently in a fast-paced environment

• Ability to gather and interpret moderately complex data

• Ability to collaborate and work with a team

• Excellent communication and interpersonal skills

Salary Transparency:

The expected salary range for this position is $45,000 to $55,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HAS and 401(k) accounts, paid-time-off benefits such as vacation, sick, personal, floating holidays and company holidays. In addition, eligible annual bonuses, equity and commissions may be available for some positions.  

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: Associate degree (2-year degree)

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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