ZipRecruiter

Log In

1

Surplus Lines Tax Jobs (NOW HIRING)

Amwins

Surplus Lines Tax Specialist

Charlotte, NC

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 ...

Amwins

Surplus Lines Tax Specialist

Charlotte, NC · On-site

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 ...

Authentic

Excess & Surplus Manager

Dayton, OH · On-site

$85K/yr

Manage and coordinate surplus lines workflows end-to-end across state filings, tax and stamping-fee billing incorporation, transaction tracking, and system upload * Own the accuracy and timeliness of ...

InsCipher

Tax Associate

Duluth, MN · 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 ...

InsCipher

Tax Associate

Minneapolis, MN · 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 ...

InsCipher

Tax Associate

Rutland, VT · 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 ...

InsCipher

Tax Associate

Meridian, ID · 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 ...

InsCipher

Tax Associate

Biddeford, ME · 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 ...

InsCipher

Tax Associate

Aberdeen, SD · 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 ...

next page

Showing results 1-20

All JobsSurplus Lines Tax Jobs

Surplus Lines Tax information

See salary details

$55K

$129.4K

$176K

How much do surplus lines tax jobs pay per year?

As of Aug 15, 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 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 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 is a surplus lines tax?

A surplus lines tax is a tax imposed on insurance policies placed with non-admitted or surplus lines insurers, which are not licensed in the state but provide coverage for high-risk or specialized risks. Insurance professionals handling surplus lines must ensure proper tax collection and reporting, often using specialized software or systems to comply with state regulations.

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:

What job categories do people searching Surplus Lines Tax jobs look for?

The top searched job categories for Surplus Lines Tax jobs are:

Surplus Lines Tax jobs near you
Infographic showing various Surplus Lines Tax job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 75% In-person, and 25% Remote job distribution, with an average salary of $129,367 per year, or $62.2 per hour.

Surplus Lines Tax Specialist

Lockton, Inc.

Overland Park, KS • On-site

Full-time

Re-posted 11 days ago

Lockton rating

9.0

Company rating: 9.0 out of 10

Based on 47 frontline employees who took The Breakroom Quiz

35th of 308 rated insurance

Job description

Job Summary:
• Coordinate Surplus Lines tax filings utilizing thorough knowledge of the laws governing surplus lines tax filings in each state.
• Receive tax filing information electronically.
• Maintain current information on state insurance and tax laws.
• Maintain database of surplus lines tax filing requirements.
• Correspond with Associates to request and follow-up for information required to file surplus lines taxes.
• Track billing of taxes through the Nexsure system to determine if taxes have been properly billed and determine the appropriate action needed to correct billing where necessary.
• Work closely with Licensing Department to determine which Lockton Associates hold surplus lines licenses.
• Utilization of on-line systems to retrieve and deliver reports.
Requirements:
• Bachelor's degree in Business, Accounting, Finance, Insurance or equivalent work experience.
• Working knowledge of commercial property/casualty coverage.
• Proven ability to organize and manage time in order to meet deadlines.
• Working knowledge of Microsoft products (Word, Excel, Outlook) or similar software applications.
• Demonstrated understanding of Nexsure, Lockton's agency management system.
• Ability to compile, analyze, present and interpret statistical data.
• High aptitude for mathematical calculations including multiplication, division, and percentages.
• Demonstrated ability to understand and execute oral and written instruction.
• Demonstrated professional and tactful negotiation and persuasion skills to achieve objectives.
• Demonstrated interpersonal communication skills and ability to interact with Associates at all levels of responsibility.
• Demonstrated analytical and problem-solving skills, including research and investigation.
• Ability to communicate professionally with internal and external clients and develop strong relationships.
• Demonstrated understanding of when to proceed alone and when to involve Surplus Lines Tax Manager or other Associates.
• Willingness and ability to expand knowledge and effectiveness in the commercial insurance industry by successful completion of extended classes and workshops related to insurance.
• Other duties as assigned.

What Lockton employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply