Finance & Tax Analyst

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

What We Offer

Compensation Range :

$55,000.00-$88,750.00