Tax Analyst

As a Tax Analyst at Brown & Brown, your key responsibilities will include evaluating management reports for compliance, preparing and reviewing state tax filings, ensuring all necessary documentation is submitted correctly, processing tax filings accurately across multiple states, resolving discrepancies identified by state filing authorities, and maintaining current tax information on our Intranet. You will ensure that all operations align with state requirements, contributing to the company’s mission.

To be considered for the Tax Analyst position at Brown & Brown, candidates should possess a minimum of a high school diploma, with some college education preferred. You should have 1 to 3 years of experience in the insurance field, particularly with surplus lines insurance and taxes. Proficiency in MS Office Suite and strong communication skills are essential for success in this role.

Brown & Brown is committed to the holistic well-being of its teammates, which includes professional development opportunities for Tax Analysts. The company offers tuition reimbursement and student loan assistance programs to help enhance your skills and qualifications. Additionally, you will receive hands-on training and mentorship from experienced leaders in the tax department.

As a Tax Analyst at Brown & Brown, familiarity with software tools such as Word, Adobe, and Excel is essential. These tools will assist you in preparing tax documentation, maintaining accurate records, and ensuring compliance with state regulations. Strong computer skills will enhance your efficiency and effectiveness in this role.

Brown & Brown offers an extensive range of benefits to its Tax Analysts, focusing on both health and financial well-being. You will have access to medical, dental, and vision insurance, as well as life and disability insurance. Additionally, the company provides a 401(k) plan, employee stock purchase options, and mental health support services, ensuring a comprehensive benefits package that promotes a healthy work-life balance.

To effectively answer this question, explain the steps involved in gathering necessary documentation, reviewing management reports for compliance, preparing the submissions accurately, and ensuring all state regulations are met before filing. Highlight the importance of thoroughness and attention to detail in this process.

Discuss your method for identifying discrepancies and the steps you take to resolve them promptly. Emphasize your communication skills and your ability to work with both state authorities and internal departments to ensure issues are addressed quickly and accurately.

Share any direct experience you have with surplus lines insurance taxation, detailing any specific roles you've held or projects you've worked on. If you lack direct experience, you can mention your understanding of the industry and your eagerness to learn more during your time at Brown & Brown.

Discuss your approach to time management and organization. You might mention creating to-do lists, setting deadlines for each task, and using project management tools to keep track of deadlines. Highlight your ability to work efficiently under pressure to ensure timely submissions.

Provide an example of a specific situation where you had to research tax regulations, explaining the resources you used, such as industry publications or state websites, and how you applied that knowledge to your work. This demonstrates your initiative and problem-solving skills.

Explain the importance of maintaining confidentiality for sensitive tax information. Discuss the procedures you follow to ensure data privacy and integrity, emphasizing your commitment to upholding high ethical standards in handling confidential documents.

Highlight your proactive approach to professional development, such as regularly reading tax-related publications, attending workshops, or participating in relevant online courses. Your commitment to staying informed is crucial in ensuring compliance and accuracy in tax filings.

List the software tools you are familiar with, particularly those relevant to tax preparation and management, such as Microsoft Excel, Adobe, and any tax filing software. Discuss your proficiency with these tools and how they have helped in your previous roles.

Describe your communication style and techniques for breaking down complex tax information into easy-to-understand terms. Provide an example of how you've effectively communicated such information in the past, showcasing your ability to educate your team.

Your answer should reflect your passion for the role and the values of Brown & Brown. Discuss what attracts you to the company’s culture, its commitment to inclusion, and how you believe your skills align with the company's mission.