General Description (SUMMARY, Scope, Purpose)

Responsible for ensuring full compliance with state and federal regulations related to tax reporting and insurance licensing. Maintaining a deep understanding of each state's unique regulations, coupled with meticulous preparation and management of tax filings and insurance licenses, while upholding the highest standards of quality control and process integrity.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Prepare and file taxes in accordance with state and federal regulations.

• Coordinate and manage all tax filings and licenses within the HFS umbrella.

• Maintain organized and detailed documentation for all tax filings and licensing activities.

• Monitor changes in the tax and licensing regulations and ensure compliance with all updates.

• Conduct regular audits of surplus lines tax filings and licensing records to ensure accuracy and compliance.

• Assist in the preparation of internal and external audits, providing necessary documentation and information.

• Prepare and distribute regular reports on surplus lines tax payments, outstanding liabilities, and licensing status.

• Provide support to Product Services Manager and Director for various tasks and special projects, as needed.

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned by management, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Excellent oral and written communication and presentation skills.

• Effective self-management and organization skills, able to deliver on priorities and meet deadlines.

• Ability to effortlessly pivot from self-guided work to support role in a fast-paced team environment.

• Advanced Excel skills (i.e. complex formulas).

• Able to debug/code difficult functions/macros using VBA.

• Ability to normalize complex data/define referential integrity in Access.

• Ability to programmatically manipulate worksheet and cell properties using VBA.

• Must possess problem solving skills and be proactive in researching solutions.

Licensing or certification Requirements

None required

PHYSICAL DEMANDS:

Working Conditions:

• Normal office environment with little exposure to dust, noise, temperature and the like.

• Extended viewing of multiple CRT screens simultaneously.

The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

Qualifications

• Minimum 2-3 years of related insurance industry experience.

• Knowledge of administrative functions within insurance industry, preferably broker, carrier, or state reporting.

To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements.

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy (https://hubinternational.jobs/eeo/)

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