Company Overview

FOCUS provides cloud-based, core administration solutions (FOCUS Tech) and services (FOCUS Insurance Services) for P&C insurance companies and MGAs. Using decades of industry experience, FOCUS is taking the risk out of insurtech for small, mid-size, and growth-focused insurance organizations.

When you join FOCUS, you immediately become one of our most valued components – and we’re committed to investing in you. That means you can look beyond the paycheck and excellent benefits to an environment that will help you grow and achieve your professional goals through development and advancement opportunities and the support of our outstanding leaders and teammates.

Job Description

Position Overview:

We are seeking a Tax Filing Processor to join our remote team. The Tax Filing Processor plays a critical role in ensuring timely and accurate submission of all necessary tax filings related to Excess & Surplus Lines policies. This individual is responsible for verifying that required documentation complies with state-specific guidelines while maintaining attention to accuracy and compliance. This position supports the company's regulatory adherence efforts by handling filings on state websites or platforms like OPTins and processing tax payments. By performing these essential duties, the Tax Filing Processor contributes to the company's efficiency in meeting legal obligations and maintaining professional standards.

Key Responsibilities:

• Manage the filing of Excess & Surplus Lines taxes in compliance with legal requirements. 

• Verify that submitted forms align with each state's unique regulatory needs.

• Execute filings on state websites or through platforms such as OPTins. 

• Handle policy stamping and tax payments, ensuring adherence to state-mandated guidelines.

Qualifications:

• Associate’s degree in accounting, Finance, or related field, or equivalent professional experience. 

• Surplus Lines license (preferred)

Work Experience 

• Minimum of 1-2 years’ experience in tax filing or a related field. 

• Proven experience handling compliance-driven processes. 

• Strong understanding of state tax regulations and Excess & Surplus Lines requirements. 

• Proficient with electronic tax filing platforms, including OPTins. 

• Detail-oriented with excellent organizational skills. 

• Ability to prioritize tasks in a deadline-driven environment. 

• Strong analytical and problem-solving skills. 

• Strong communication skills for internal and external collaboration.

Key Qualities

• Detail-Oriented & Accurate
  Premium taxes and state filings have strict requirements; small errors can be costly.

• Highly Organized
  Ability to track multiple jurisdictions, deadlines, and filings simultaneously.

• Compliance Mindset
  Understands and adheres to state-by-state rules, surplus lines tax requirements, and timelines.

• Deadline Driven
  Comfortable working under time pressure with recurring monthly/quarterly deadlines.

• Discreet & Ethical
  Handles sensitive financial data with confidentiality.

• Problem Solver
  Can identify discrepancies or missing information and resolve them quickly.

• Collaborative Communicator
  Works well with underwriting, finance, and external brokers to obtain and verify information.

Core Skills

• Insurance Tax & Regulatory Knowledge
  Familiarity with surplus lines premium tax requirements, stamping offices, and state filing systems (e.g., SLIP, OPTins, ELANY, etc.).

• Accounting or Finance Fundamentals
  Understanding of general ledger, reconciliations, and premium tax accruals.

• Data Management & Reporting
  Comfort with Excel (pivot tables, VLOOKUP), databases, and carrier/broker reporting tools.

• Document Management
  Ability to prepare, submit, and store tax filings and supporting documentation properly.

• Systems Proficiency
  Experience with surplus lines filing platforms, carrier policy admin systems, or tax software.

• Analytical Skills
  Can reconcile premium reports vs. filings and identify anomalies.

• Written & Verbal Communication
  Draft clear correspondence to brokers, regulators, and internal stakeholders.

Nice-to-Have / Differentiators

• Prior experience with multi-state E&S premium tax filings.

• Knowledge of stamping offices and their unique requirements (e.g., TXLSO, FLSO).

Why join the FOCUS Team?  

The FOCUS Difference:

• Medical, Dental, Vision, Life, Pet; Flexible Spending Account

• Competitive Salaries

• 401K Match  

• Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave

• Short and Long-Term Disability

• Employee Support Programs, Including Mental Health

• Tuition Reimbursement  

• Matching Charitable Gift Program

• Lucrative Referral Program

• Commuter Benefits

• Flexibility: Remote and Hybrid Opportunities Available

Why join the FOCUS Team?  

The FOCUS Difference:

• Medical, Dental, Vision, Life, Pet; Flexible Spending Account

• Competitive Salaries

• 401K Match  

• Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave

• Short and Long-Term Disability

• Employee Support Programs, Including Mental Health

• Tuition Reimbursement  

• Matching Charitable Gift Program

• Lucrative Referral Program

• Commuter Benefits

• Flexibility: Remote and Hybrid Opportunities Available

This position is not able to be performed in California, Colorado, New York or Washington. 

 EEO

Team Focus Insurance Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

Disability

Team Focus Insurance Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrinfo@peak6insurtech.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.

Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.