Surplus Lines Tax Analyst

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Bridge Specialty Group is seeking a Surplus Lines Tax Analyst to join our team in Atlanta, GA or St Petersburg, FL .

As a member of Bridge Specialty Team, this position will assist both internal users and external customers and provide technology support for our Billing Platform. In this role, you will have the opportunity to contribute to ensuring business needs and performance requirements of the application is met.

This position is responsible for for data entry and filing Surplus Lines taxes.

What You’ll Do

• Generates and reviews weekly insurance payables reports to identify policies that require filings.
• Interfaces with Broker Assistants and Brokers in effort to obtain information or forms required for state compliance. Follows up when necessary. Provides Surplus.
• Lines record numbers and/or countersignatures as needed.
• Ensures Surplus Lines taxes and fees are entered correctly.
• Enters, files and pays taxes with each state entity according to their requirements (e.g. state intranet site, SLIP systems, paper filings, etc.). Obtains Surplus Lines Broker signatures and notary signatures.
• Provides all documentation to accounting assistant for check or ACH issuance for payment of taxes to the states.
• Provides information to accounting leaders for reconciliation purposes.
• Maintains PSR Surplus Lines tax intranet.
• Generates various Excel reports.
• Assists profit center personnel as necessary.
• Maintains electronic record of Surplus Lines tax filings and correspondence with state entities including affidavits, countersignatures, official forms and accounting backup.
• Gathers information for regulatory audits.
• Performs other duties as assigned

What You’ll Need

• High School Diploma or equivalent.
• Familiar with Outlook, Word, and Excel.
• The role requires technical skills across a breadth of technologies. Interaction with both our business and technology teammates is required.

Preferred

• Associate’s degree in Accounting.

What We Offer

• Excellent growth and advancement opportunities
• Competitive pay based on experience
• Paid Time Off (PTO)
• Generous benefits package: health, dental, vision, 401(k), etc.
• Employee Stock Purchase Plan

Who We Are

Bridge Specialty Group is a team of companies focused on bringing the power of collective size and specialty to the wholesale brokerage marketplace. Comprised of more than 25 boutique brands, Bridge Specialty Group is creating a more seamless way to connect the varying needs of our retail partners with the market clout and talents of our wholesale entities.

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.