Surplus Lines Tax Analyst

SWBC MEXICO, S. DE R.L. DE C.V.

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Monterrey, NL Until 9/20/2026 0+ years exp First posted July 22, 2026 Last posted July 22, 2026
Job description

SWBC is seeking a talented individual to be responsible for Surplus Lines Tax compliance.

Why you’ll love this role:

Pursuing this role as a Tax Analyst can be highly rewarding for individuals who enjoy combining analytical skills with regulatory knowledge.  This position offers the opportunity to develop expertise in the niche area of insurance and taxes law while working closely with a supportive and cohesive team.  

Essential duties include the following:
  • Prepares monthly surplus lines submissions for assigned states.
  • Reconciles tax reports to the general ledger and prepares payment and correcting journal entries for assigned states.
  • Prepares quarterly, semiannual, or annual surplus lines tax reports for assigned states.
  • Prepares surplus lines tax accounts monthly reconciliation and coordinates with data control to correct any set-up, programming, or downloading errors.
  • Prepares stamping fee invoices and submission for payment.

     

Serious candidates will possess the minimum qualifications:

  • Bachelor’s Degree in Business, Accounting, or equivalent combination of education and work experience.
  • Zero to one (0-1) years of experience in premium accounting or tax accounting.
  • Ability to analyze and prioritize multiple responsibilities under strict deadlines.
  • Self-motivated problem solver with excellent verbal and written communication skills.
  • Strong planning, organization, and follow up skills.

Additional Information:

    

SWBC is a Substance-Free Workplace and requires pre-employment drug testing.

  

To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button.

About this role

Summary

Prepare surplus lines tax reports, reconcile accounts, and ensure compliance expert

Job title

Surplus Lines Tax Analyst

Experience level

0-1 years

Minimum experience

0+ years exp

Industry

insurance

Location requirements

Monterrey, NL; on-site required

Salary

Not specified

Management role

No

Skills & keywords

Required skills

tax compliancereconciliationaccountinganalyticalcommunication

Preferred skills

None specified

Specializations

taxinsuranceaccounting
Locations

Structured locations inferred from the posting.

Monterrey, Nuevo Leon, Mexico

On-site City