✦ Luna Orbit — Finance & Accounting

Insurance Tax Processor

at PEAK6

📍 Remote, US Remote Posted March 07, 2026
Type Full-Time
Experience entry
Exp. Years 1-2 years
Education Associate’s degree in accounting, Finance, or related field, or equivalent professional experience
Category Finance & Accounting

This role involves managing the timely and accurate filing of surplus lines taxes, ensuring compliance with state regulations, and handling related documentation and payments remotely.

  • Manage surplus lines tax filings
  • Verify documentation compliance
  • Execute filings on state platforms
  • Handle tax payments and policy stamping
  • Maintain accuracy and organization

The technical scope includes electronic tax filing platforms like OPTins, understanding of surplus lines regulations, and documentation accuracy, supporting compliance and legal obligations.

The ideal candidate is an entry-level finance or accounting professional with 1-2 years of experience in tax filing, familiar with surplus lines regulations and electronic filing platforms like OPTins. Attention to detail and compliance mindset are essential.

Associate’s degree in accountingFinanceor related fieldexperience handling compliance-driven processesproficient with electronic tax filing platformsattention to accuracy and compliance
Surplus Lines license
OPTinsstate websites
tax filingExcess & Surplus Linesstate-specific guidelinestax paymentsregulatory complianceOPTins platformpolicy stampingaccuracyorganizationanalytical skillsproblem-solvingcommunication
tax filingExcess & Surplus Linesstate-specific guidelinestax paymentsregulatory complianceOPTins platformpolicy stampingaccuracyorganizationanalytical skillsproblem-solvingcommunication
detail-orientedorganizedcompliance mindsetdeadline drivencommunication

Preferred

Surplus Lines license
Industry Insurance
Job Function Tax filing and compliance in insurance
tax filingExcess & Surplus Linesstate-specific guidelinestax paymentsregulatory complianceOPTins platformpolicy stampingaccuracyorganizationanalytical skillsproblem-solvingcommunicationOPTins

Lack of experience with tax filings or compliance processes, No familiarity with OPTins platform, No attention to detail or organizational skills

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