Andrea Shields
Longview
Summary
Dynamic Surplus Lines Tax Specialist with a proven track record at ResourcePro Compliance, enhancing productivity through a quality tracking system. Expert in regulatory compliance and client management, I successfully reduced onboarding time by 30% while delivering tailored support to diverse clients, ensuring accuracy and fostering trust.
Overview
10
10
years of professional experience
Work History
Surplus Lines Tax Specialist
ResourcePro Compliance
Groesbeck
07.2023 - Current
- Designed and implemented a robust quality tracking system for the offshore processing team, resulting in increased productivity and improved accuracy of filings.
- Managed a diverse portfolio of clients, including high-volume accounts and those with a history of dissatisfaction, delivering tailored support to rebuild trust, and ensure compliance.
- Ensured end-to-end regulatory compliance through diligent monitoring of state-specific tax laws and fee structures.
- Developed and executed a structured onboarding and training program for all new hires, reducing onboarding time by 30%, and improving team readiness.
- Acted as the primary liaison for clients during complex tax reviews and regulatory inquiries, ensuring swift and thorough resolutions.
Surplus Lines Tax Analyst
ResourcePro Compliance
Groesbeck
07.2022 - 07.2023
- Conduct 2nd-level reviews of reports for designated employees to ensure compliance, accuracy, and timely submission; report findings and performance metrics to management on a monthly basis.
- Manage a high volume of surplus lines clients, acting as a primary liaison for inquiries, support, and regulatory advice.
- Collaborate with cross-functional teams to identify areas of process improvement and assist in implementing workflow enhancements.
- Accurately prepare and submit tax filings and reports in alignment with various state surplus lines regulations and filing requirements.
Surplus Lines Tax Generalist
ILSA/ResourcePro Compliance
Groesbeck
02.2021 - 07.2022
- Manage surplus lines tax compliance for 40+ insurance agencies across multiple states.
- Prepare and file monthly, quarterly, semi-annual and annual surplus lines reports and affidavits.
- Accurately reconcile premium taxes across all U.S. states and territories, ensuring correct allocation and payment.
- Submit electronic filings and affidavits via state portals and surplus lines stamping offices (e.g., SLAS, ELANY, Surplus Lines Information Portal).
- Assist in year-end tax reporting and provide supporting documentation for internal and external audits.
Accounting Department Supervisor
Ilsa
Groesbeck
04.2016 - 02.2021
- Reconciled bank statements on a regular basis to ensure accuracy of financial records.
- Created detailed reports outlining departmental expenses and income.
- Reviewed employee performance and provided feedback on areas of improvement.
- Developed and monitored budget plans to ensure financial stability.
- Prepared year-end tax documents in accordance with federal laws and regulations.
Accounts Payable Analyst
Ilsa
Groesbeck
12.2014 - 04.2016
- Prepare monthly and quarterly reports on AP aging, variance analysis, and reconciliation status for management review.
- Assist in maintaining compliance with internal financial controls and support month-end close processes.
- Perform regular audits of client accounts to identify and resolve discrepancies, prevent overpayments, and maintain clean ledger balances.
- Reconcile state fee payments across multiple jurisdictions for a diverse client base, ensuring accuracy, timeliness, and compliance with all state-specific regulations.
Education
High School Diploma -
Mexia High School
Mexia, TX05-1998
Skills
- Surplus Lines Regulatory Compliance
- Tax audit support
- Tax research
- Employee training
- Client management
- Attention to detail
- Research proficiency
Accomplishments
- 2015 Determination and Diligence Award
- 2022 Outstanding Customer Service Award
- 2023 Employee of the Year Award
Languages
English
Professional
Timeline
Surplus Lines Tax Specialist
ResourcePro Compliance
07.2023 - Current
Surplus Lines Tax Analyst
ResourcePro Compliance
07.2022 - 07.2023
Surplus Lines Tax Generalist
ILSA/ResourcePro Compliance
02.2021 - 07.2022
Accounting Department Supervisor
Ilsa
04.2016 - 02.2021
Accounts Payable Analyst
Ilsa
12.2014 - 04.2016
High School Diploma -
Mexia High School
Similar Profiles
Praveen Kumar LPraveen Kumar L
Associate Engineer at resourceproAssociate Engineer at resourcepro
Angom Momocha SinghAngom Momocha Singh
Associate Service Delivery Unit at ResourceProAssociate Service Delivery Unit at ResourcePro
Angela McKimAngela McKim
Customer Experience Specialist at ResourceProCustomer Experience Specialist at ResourcePro
Carlos MartinezCarlos Martinez
Safety Coordinator at Delta Fab & MachineSafety Coordinator at Delta Fab & Machine
LANIE COSIOLANIE COSIO
Accounting Manager at Stellar J CorporationAccounting Manager at Stellar J Corporation