Microsoft office/suite
Hi, I’m
Sean Robertson
Merriam,KS
Summary
Seasoned E&S Tax Specialist with extensive experience in excess and surplus lines taxation across diverse industries. Skilled in regulatory compliance, tax process improvement, and resolving complex tax issues to ensure client satisfaction. Known for exceptional analytical abilities and training facilitation, enhancing team proficiency and regulatory adherence.
Overview
16
years of professional experience
Work History
Lockton Companies LLC.Kansas City, MO
E&S Tax Specialist
04.2017 - Current
Job overview
- Adapts to growing responsibilities by improving efficiency and ensuring accurate tax compliance.
- Collaborated with associates across regional offices to apply correct rates and meet compliance standards set by state insurance commissioners.
- Manages 13 licenses across 6 states, ensuring timely filings and payments of $30 million in state taxes FYE 2024.
- Ensures regulatory compliance by maintaining strong communication channels within the Excess and Surplus Lines market.
- Facilitates training sessions for Lockton Associates on the non-admitted market.
- Ensures compliance with state market entry requirements for both domestic and international carriers approved by NAIC.
- Responds to state and federal tax notices by preparing written responses or tax filing amendments.
- Organizes files containing source documents used in the preparation of tax filings.
- Analyzes tax regulations and updates knowledge regularly to stay compliant with changes in tax laws.
- Coordinates with external auditors in each assigned state to provide required tax documentation and support during audits.
- Performs detailed record-keeping for all tax files and documentation for future reference.
- Consults tax law handbooks or bulletins to determine procedures for the preparation of atypical policies.
Pittsfield Cooperative BankPittsfield, MA
EBusiness Manager
03.2013 - 03.2017
Job overview
- Implemented and maintained programs supporting digital banking services, such as Business Internet Banking, Retail Internet Banking, and Mobile Banking.
- Supported cross-selling efforts by assisting commercial lenders, retail operations, loan customers, small business owners, and local municipalities with e-commerce solutions.
- Maintained program site adherence to regulatory standards involving IT, retail, marketing, and compliance sectors.
- Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
- Updated and maintained databases with current information.
- Conducted system analysis and testing to identify and resolve technical issues or inefficiencies.
- Achieved cost-savings by developing functional solutions to problems.
- Approached customers and engaged in conversation through the use of interpersonal and people skills to identify their needs promptly and efficiently.
- Completed day-to-day duties accurately and efficiently.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Served as the audit liaison for all cyber branch functions.
Education
Massachusetts College of Liberal ArtsNorth Adams, MA
Bachelor of Science from Business Administration
09.2011 - 12.2014
University Overview
- Awarded MU Delta MU Business Honors
Skills
- Tax compliance
- Compliance Strategy Development
- Tax process improvement
- Regulatory analysis
- Tax preparation
- State licensing
- Data analysis
- Tax audit procedures
- Audit coordination
- Client Relationship Management
- Government regulations
- Advanced Tax Research
- Tax law knowledge
- Training facilitation
- Policy filing
- Electronic filing software
- High accuracy
- Deadline oriented
Contributing
- January 2016- Present Harvesters Community Food Network, Packaging meals for the holiday season.
- January 2018- September 2020 Boys Hope Girls Hope of Kansas City, Assisting residential students at the high school level with schoolwork and activities.
- January 2012-December 2013 Berkshire United Way, Employee Campaign Coordinator for the Pittsfield Cooperative Bank’s annual campaign.
- January 2013-December 2013 Berkshire County Chamber of Commerce, Selected to attend the Berkshire Leadership Program.
- January 2013-January 2016 Berkshire Family YMCA, Member of Board of Directors, Finance Committee, and Annual Golf Tournament Committee.
Timeline
E&S Tax Specialist
Lockton Companies LLC.
04.2017 - Current
EBusiness Manager
Pittsfield Cooperative Bank
03.2013 - 03.2017
Massachusetts College of Liberal Arts
Bachelor of Science from Business Administration
09.2011 - 12.2014
Availability
See my work availability
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Available
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Work Preference
Work Type
Full TimeWork Location
RemoteHybridImportant To Me
Career advancementWork-life balancePersonal development programs401k matchHealthcare benefitsPaid time offCompany CultureAccomplishments
- Directed strategic update to both my roles as Tax Specialist and EBusiness , bringing about much-needed processes, productivity and efficiency changes.
- Improved team efficiency by implementing key process adjustments in the way payment are processed internally between departments at Lockton.
- Completed more than 12,000 tax filings with over$400 million FYE 2024.
- Collaborated with team in the development of and took lead role in developing new clients and upselling of banking products to help client achieve more efficient ways of banking and payment processing.
- Supervised systems of digital banking working to acheive the optimal customer expirience.
Software
Image Right
Fiserv Banking software
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