Surplus Lines Tax Manager jobs in United States
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Inhabit® · 1 week ago

Surplus Lines Tax Manager

Inhabit is a collective of tech-forward companies serving various industries, including residential and short-term rentals. They are seeking a Surplus Lines Tax Manager to support their insurance programs by ensuring compliance with surplus lines tax functions, managing a team, and improving reporting processes.

CommercialProperty ManagementResidentialSaaS

Responsibilities

Become an expert in using proprietary and third-party software related to surplus lines policy reporting and surplus lines tax calculation and payment through these systems
Follow prescribed processes to support the timely and accurate delivery and reporting of policies and endorsements
Review, advise, design new processes that will improve efficiency, accuracy, and timeliness of surplus lines reporting
Work with accounting regarding payments as they relate to surplus lines policy and tax reporting
Lead a team of Surplus Lines Compliance staff to provide ongoing coaching and support
Provide regular updates related to the timing of submitting reports and making payments to states
Creating and providing ongoing reports related to surplus lines reporting
Support audits upon request from state departments of insurance or from carriers
May be required to pass P&C and Surplus Lines licensing exams within 6 months of employment
Lead by example while having a high integrity of work ethic
Assist with creating positive on-boarding experience with new employees
Monitoring team for quality and KPI’s goals
Enhance the performance of the team by providing weekly coaching

Qualification

P&C insurance experienceSurplus lines complianceInsurance practicesMicrosoft Office SuiteNetSuiteHR leadershipAnalytical skillsCommunicationTeamworkOrganizational skills

Required

2+ years of P&C insurance experience
Experience with insurance practices and surplus lines compliance processes
A result orientated attitude
Ability to learn proprietary and third-party software
Strong organization skills and analytically minded
HR leadership experience
Strong communication skills
Ability to meet the requirements of scheduled activities while balancing competing priorities
Desire to progress and learn new skills
Works well in a team environment
Commitment to meeting the needs of fellow employees and external customers
Experience working in a start-up or rapid-growth organization
Proficiency in Microsoft Windows and Microsoft Office Suite
Bachelor's Degree or equivalent experience

Preferred

Insurance credentials preferred
Experience with NetSuite

Benefits

Competitive Pay
Health Insurance: Medical, Dental, Vision and Prescription Plans
Health Savings Accounts
Retirement Savings Plan (401K) with discretionary company match
Short- and Long-Term Disability
Company Paid $25,000.00 life insurance
Supplemental Life and AD&D Insurance
Employee Assistance Program
Paid Holidays
Paid Vacation
Paid Volunteer Time
Inhabit Employee Discount Programs

Company

Inhabit®

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Inhabit is a software company serving the residential and vacation property management industries.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Blackstone Tactical OpportunitiesGoldman Sachs Merchant Banking DivisionInsight Partners
2024-12-02Series Unknown
2020-12-18Private Equity
2019-01-29Seed

Leadership Team

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John Kristel
President and Interim CEO
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Shane Cobb
Vice President, Human Resources
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Company data provided by crunchbase