About the Tax Specialist - Surplus Lines Role at Robert Half

Robert Half, a global leader in professional staffing and consulting services, is seeking a meticulous Tax Specialist - Surplus Lines to join our dynamic team in Short Hills, New Jersey. This full-time position offers an exciting opportunity for seasoned tax professionals to manage complex tax-related tasks in a fast-paced insurance environment focused on surplus lines. If you have a passion for tax accounting, regulatory compliance, and process optimization, this role at Robert Half provides the platform to excel. With a salary around $90,000 and comprehensive benefits, we're looking for detail-oriented experts ready to contribute to our client's success in navigating federal, state, and local tax landscapes.

In this critical role, you'll handle income tax provisions, compliance filings, and financial disclosures while supporting audits and streamlining operations. Short Hills, NJ, known for its affluent community and proximity to New York City, offers an ideal location for finance professionals seeking work-life balance and career advancement. Join Robert Half to leverage your expertise in tax compliance and grow within a reputable firm renowned for placing top talent in Tax Specialist jobs in New Jersey.

Why This Tax Specialist Role Stands Out

Surplus lines insurance involves specialized coverage for unique risks, demanding precise tax handling. At Robert Half, you'll work on high-impact projects like Forms 5500 and 990 audits for pension and welfare plans, ensuring seamless compliance. This position is perfect for CPAs or tax accountants with 3-5 years of experience eager to optimize processes and automate workflows in a collaborative setting.

Key Responsibilities

As our Tax Specialist - Surplus Lines, your day-to-day will involve a blend of strategic analysis and hands-on execution:

• Prepare and review federal and state income tax accruals, reconciliations, and inter-company settlements to maintain accurate financial records.
• Develop quarterly and annual financial statement disclosures adhering to statutory and regulatory standards, minimizing compliance risks.
• Manage federal and state income tax compliance, from return preparation and estimated payments to filing extensions.
• Coordinate audit support by gathering and submitting documentation for federal and state tax audits efficiently.
• Perform in-depth internal analyses on federal and state tax issues to inform business decisions.
• Oversee state and local tax compliance, including final returns, estimates, and extensions.
• Enhance departmental processes by updating narratives, conducting test work, and streamlining files for better automation in accruals and compliance.
• Assist in preparing and supporting audits for Forms 5500 and 990 related to pension, benefit, and welfare plans.

These responsibilities ensure you're at the forefront of tax strategy in surplus lines, making a tangible impact on operational efficiency.

Required Qualifications

To thrive as a Tax Specialist at Robert Half in Short Hills, NJ, candidates should possess:

• A bachelor's degree in Accounting, Finance, or a related field; CPA certification preferred.
• 3+ years of experience in tax accounting, ideally in insurance or surplus lines.
• Deep knowledge of federal, state, and local tax regulations, including income tax provisions and compliance filings.
• Proficiency with tax software (e.g., Corptax, OneSource) and Microsoft Excel for reconciliations and analysis.
• Strong analytical skills for internal tax reviews and audit coordination.
• Detail-oriented mindset with excellent organizational abilities to handle multiple deadlines.
• Experience optimizing tax processes for automation and efficiency.
• Ability to collaborate cross-functionally and communicate complex tax matters clearly.

Key skills include tax accruals, financial disclosures, Forms 5500/990, and regulatory compliance—essential for Tax Specialist careers in New Jersey.

Why Join Us at Robert Half?

Robert Half offers more than just a job; we provide a thriving career path in the competitive Short Hills job market. Enjoy a competitive salary of approximately $90,000, plus bonuses tied to performance. Our benefits package includes comprehensive health coverage, 401(k) matching, generous PTO, and professional development programs tailored for tax professionals.

Work in a supportive environment with access to cutting-edge tools and a network of industry experts. Robert Half's reputation for excellence means opportunities for advancement into senior tax roles or specialized surplus lines positions. Located in vibrant Short Hills, NJ, USA, you'll benefit from a short commute to major hubs while enjoying suburban perks.

SEO-optimized for searches like 'Tax Specialist jobs Short Hills NJ,' 'Surplus Lines Tax Careers,' and 'Robert Half Tax Accounting Positions,' this role is your gateway to stability and growth. Apply today to secure your future with Robert Half!