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Surplus Lines Tax Jobs (NOW HIRING)

Surplus Lines Tax Manager

Austin, TX ยท On-site

$113K - $152K/yr

As a Surplus Lines Tax Manager, you will lead a team of Tax Advisors, oversee day-to-day surplus lines tax operations and guiding the team through complex analytical tasks and projects. You will ...

Including, but not limited to, surplus lines document review, forwarding policy documents to states (if required), and logging transactions for reporting states. * Completing and submitting tax ...

Including, but not limited to, surplus lines document review, forwarding policy documents to states (if required), and logging transactions for reporting states. * Completing and submitting tax ...

$55 - $70/hr

Surplus Lines Tax Specialist Job Profile Summary The Surplus Lines Tax Specialist supports the accurate and timely processing, reconciliation, and compliance of surplus lines tax filings across ...

Surplus Lines Tax Specialist Job Profile Summary The Surplus Lines Tax Specialist supports the accurate and timely processing, reconciliation, and compliance of surplus lines tax filings across ...

The Surplus Lines Tax & Compliance Specialist provides front-line customer service support to ReSource Pro Compliance customers by processing tasks related to insurance regulatory compliance, client ...

They collaborate with branch offices, contribute to maintaining tax tables, and assist during ... Helps the Surplus Lines teams during internal and external audits, ensures that all requested ...

They collaborate with branch offices, contribute to maintaining tax tables, and assist during ... Helps the Surplus Lines teams during internal and external audits, ensures that all requested ...

Tax Associate

Plymouth, MN ยท Remote

$21 - $26/hr

Timely and accurately complete state regulatory surplus lines tax filings * Ensure proper documents are received and reviewed from client submission * Conduct compliance and quality review on ...

Tax Associate

Fort Myers, FL ยท On-site

$21 - $26/hr

Timely and accurately complete state regulatory surplus lines tax filings * Ensure proper documents are received and reviewed from client submission * Conduct compliance and quality review on ...

Tax Associate

Iowa City, IA ยท Remote

$21 - $26/hr

Timely and accurately complete state regulatory surplus lines tax filings * Ensure proper documents are received and reviewed from client submission * Conduct compliance and quality review on ...

Tax Associate

Indianapolis, IN ยท On-site

$21 - $26/hr

Timely and accurately complete state regulatory surplus lines tax filings * Ensure proper documents are received and reviewed from client submission * Conduct compliance and quality review on ...

Tax Associate

Grand Island, NE ยท On-site

$21 - $26/hr

Timely and accurately complete state regulatory surplus lines tax filings * Ensure proper documents are received and reviewed from client submission * Conduct compliance and quality review on ...

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Surplus Lines Tax information

See salary details

$55K

$129.4K

$176K

How much do surplus lines tax jobs pay per year?

As of Sep 6, 2026, the average yearly pay for surplus lines tax in the United States is $129,367.00, according to ZipRecruiter salary data. Most workers in this role earn between $111,000.00 and $145,500.00 per year, depending on experience, location, and employer.

What is a surplus lines tax professional?

Surplus lines tax professionals are specialists who handle the taxation and regulatory compliance associated with surplus lines insurance. Surplus lines insurance covers risks that traditional insurers may not cover, and it is often provided by non-admitted carriers. These professionals ensure that appropriate taxes and fees are calculated, reported, and paid to state authorities, and they help agencies and brokers navigate complex surplus lines laws. Their role is crucial for maintaining compliance and avoiding penalties in the surplus lines market.

What skills and qualifications are needed to thrive as a surplus lines tax specialist?

To thrive as a Surplus Lines Tax Specialist, you need a solid understanding of insurance regulations, tax compliance, and reporting requirements, often supported by a degree in accounting, finance, or a related field. Familiarity with tax preparation software, insurance management systems, and state-specific surplus lines filing platforms is typically required. Strong attention to detail, analytical thinking, and effective communication skills help you manage complex compliance issues and interact with regulatory authorities. Mastery of these skills is crucial to ensure accurate tax filings, avoid penalties, and maintain compliance in a highly regulated insurance sector.

What are common challenges faced by professionals working in surplus lines tax compliance?

Professionals in Surplus Lines Tax compliance often deal with the complexity of managing varying tax regulations across multiple states, each with its own filing requirements and deadlines. Staying updated with frequent changes in state laws and ensuring timely, accurate tax filings can be challenging, especially for organizations placing coverage in several jurisdictions. Collaboration with underwriters, brokers, and finance teams is crucial to gather all necessary transaction details and maintain compliance. Strong organizational skills and attention to detail are essential to minimize the risk of penalties and audits.

What is the difference between Surplus Lines Tax vs Surplus Lines Broker?

AspectSurplus Lines TaxSurplus Lines Broker
CredentialsMay require licensing and tax knowledgeRequires licensing, licensing exams, and broker certifications
Work EnvironmentTax calculation and compliance in insurance companies or agenciesFacilitates insurance placement, interacts with clients and insurers
Industry UsageApplied in tax reporting and complianceUsed in insurance placement and client consultation
Search & Comparison IntentUnderstanding tax obligationsUnderstanding insurance placement processes

While Surplus Lines Tax involves calculating and remitting taxes on surplus lines insurance, Surplus Lines Brokers focus on placing such insurance and managing client relationships. Both roles are essential in the surplus lines industry but serve different functions related to compliance versus insurance placement.

More about Surplus Lines Tax jobs

What cities are hiring for Surplus Lines Tax jobs?

Cities with the most Surplus Lines Tax job openings:

What states have the most Surplus Lines Tax jobs?

States with the most job openings for Surplus Lines Tax jobs include:

Infographic showing various Surplus Lines Tax job openings in the United States as of August 2026, with employment types broken down into 51% Full Time, 6% Part Time, and 43% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $129,367 per year, or $62.2 per hour.

Surplus Lines Tax Manager

Marsh

Austin, TX โ€ข On-site

$113K - $152K/yr

Other

Posted 10 days ago


Job description

This is the current role We are seeking a talented individual to join our Surplus Lines Tax team at Marsh. This role will be based in Austin, TX.


This is a hybrid role that has a requirement of working at least three days a week in the office.

As a Surplus Lines Tax Manager, you will lead a team of Tax Advisors, oversee day-to-day surplus lines tax operations and guiding the team through complex analytical tasks and projects. You will collaborate closely with client-facing and market-facing colleagues, as well as senior leadership, to ensure accurate surplus lines tax filings, regulatory compliance, and continuous process improvement across assigned jurisdictions.


We will count on you to:

  • Lead and oversee the Surplus Lines Tax team, providing ongoing mentoring, coaching, and performance evaluation to support professional development and high-quality output.
  • Manage daily surplus lines tax operations, implementing processes and policies to optimize productivity, accuracy, and compliance across assigned jurisdictions.
  • Collaborate with client-facing and market-facing colleagues to advise on escalations and complex surplus lines placements, ensuring compliance prior to binding, accurate invoicing, and timely documentation submission for surplus lines filings.
  • Coordinate workflow among client-facing, market-facing, and surplus lines processing units to guarantee timely, accurate filings and effective issue resolution.
  • Establish and maintain strong working relationships with regulators, serving as the primary point of contact for escalations, audits, inquiries, and questions related to insurance statutes and surplus lines regulations.
  • Monitor pending and enacted changes to surplus lines regulations, communicate relevant updates to the team and stakeholders, and identify and escalate process improvement opportunities to streamline surplus lines business operations.

What you need to have:

  • Knowledge of surplus lines insurance, tax, and compliance requirements, with experience ensuring accurate filings and regulatory adherence.
  • Minimum 5+ years of insurance experience, including at least 3 years in a supervisory or leadership role; surplus lines insurance experience highly desirable.
  • Corporate Tax experience, Compliance and Accounting expertise highly recommended
  • Bachelors degree preferred, along with a Property and Casualty broker license, Surplus Lines License, or the ability to obtain required licenses within 60 days of hire.
  • Proficiency in Microsoft Office and the ability to quickly adapt to other applications and programs, with a client-focused mindset and strong relationship-building skills.

What makes you stand out:

  • Demonstrated experience managing surplus lines regulatory relationships, audits, escalations, and complex jurisdictional issues.
  • Proven track record driving process improvement initiatives, mitigating fines and penalties, and partnering with Compliance on client-based and corporate projects.
  • Experience operating as an effective consultant and advisor, including training, or presenting to stakeholders using tools such as PowerPoint.

Why join our team:

We help you be your best through professional development opportunities, interesting work, and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.