Surplus Lines Tax Specialist

CRC Insurance Services

. Prepare, review, and support surplus lines tax documentation and reporting requirements across multiple states .

Posted 10/14/2026full-timeRemote • Texas • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in surplus lines tax documentation and compliance, with strong proficiency in Microsoft Excel for data analysis and organization. Capable of managing multi-state regulatory requirements and improving filing processes to enhance accuracy and efficiency.

Highest-signal resume keywords

Surplus Lines Tax DocumentationMicrosoft Excel ProficiencyMulti-State Tax RegulationsOrganizational SkillsRegulatory Research

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax DocumentationData AnalysisRecord MaintenanceReconciliationFiling Processes

Soft Skills

Time ManagementOrganizational Skills

Industry Keywords

Surplus Lines Tax RegulationsProperty and Casualty InsuranceRegulatory Filing ProcessesAudit SupportInternal Procedures

About the role

Key responsibilities & impact

Prepare, review, and support surplus lines tax documentation and reporting requirements across multiple states
Monitor filing deadlines and help ensure submissions align with applicable state surplus lines tax regulations
Reconcile tax payments, maintain accurate records, and research or resolve discrepancies
Partner with internal teams to gather data, validate policy information, and support accurate filings
Assist with research related to regulatory updates and maintain internal procedures as requirements change
Support audits by organizing documentation, responding to inquiries, and providing accurate records
Maintain organized tax-related files and records
Identify opportunities to improve processes, strengthen accuracy, and increase efficiency

Requirements

What you’ll need

High school diploma or equivalent required
2+ years of experience in tax support, insurance operations, accounting support, or a related administrative role required
Proficiency in Microsoft Excel, including organizing, reviewing, and analyzing large data sets
Ability to research state-specific requirements and apply updates to filing processes and procedures
Strong organizational and time management skills with the ability to prioritize work and meet deadlines
Experience with multi-state surplus lines tax regulations, property and casualty insurance, or regulatory filing processes is highly desirable
English language fluency required

Benefits

Comp & perks

Medical, dental, vision, life, disability, and AD&D insurance
Tax-advantaged savings accounts
401(k) plan with company match
Company holidays
Vacation and sick days
New parent leave
Restricted stock units for eligible positions
Deferred compensation plan for eligible positions