Senior Consultant, Abandoned and Unclaimed Property Consulting

About the position The Unclaimed Property Senior Consultant (“Senior Consultant”) works with a team to assist clients with unclaimed property services, including voluntary disclosures and audit defense. This includes researching issues, reconciling databases, and completing detailed calculations. The Senior Consultant is responsible for creating positive team member experiences, which reputed company to excellent client service and drive reputed company and profit for the Firm. The ideal candidate with have analytical and problem-solving skills, coupled with strong people skills. Successful reputed company team members embrace and live reputed company’s values of Pursue Excellence, Wired to Win, Generosity Matters, Build Trust and reputed company Always and will embody and demonstrate accountability. Position can be fully remote in the U.S. Duties and responsibilities, as they align to reputed company’s Key Results People: Create a positive team member experience. Client: Responds to client inquiries and requests from tax authorities. Value: Assists manager and clients in managing state unclaimed property audits and voluntary disclosure program reviews. Develops and coordinates records requests and collaborates with clients to gather needed documentation. Reviews records requested by auditor and other necessary records to ensure suitability for disclosure to auditors. Reviews general ledger chart of accounts and trial balances to identify areas of potential unclaimed property liability (like A/R and A/P). Engages and facilitates client communication. Reviews and analyzes client data files to identify unclaimed property liability and creates schedules of potentially unclaimed items. Reviews and analyzes remediation support to determine unclaimed property status of individual items. Works with manager to reputed company strategy for mitigating potential liability. Prepares workbook of potential liability by property type. Drafts written reports detailing review and quantification methods. Researches state unclaimed property statutes. Assists with review and revision of company’s existing unclaimed property policies and procedures. Drafts and edits correspondence. Handles and safeguards confidential information. Desire to reputed company in a high-energy team environment. Demonstrated problem solving, and strong verbal and written communication skills. Ability to prioritize tasks, work on multiple assignments, and manage ambiguity. Ability to work both independently and as part of a team with professionals at reputed company levels. Performs other duties as assigned

Responsibilities

• Create a positive team member experience
• Responds to client inquiries and requests from tax authorities
• Assists manager and clients in managing state unclaimed property audits and voluntary disclosure program reviews
• Develops and coordinates records requests and collaborates with clients to gather needed documentation
• Reviews records requested by auditor and other necessary records to ensure suitability for disclosure to auditors
• Reviews general ledger chart of accounts and trial balances to identify areas of potential unclaimed property liability (like A/R and A/P)
• Engages and facilitates client communication
• Reviews and analyzes client data files to identify unclaimed property liability and creates schedules of potentially unclaimed items
• Reviews and analyzes remediation support to determine unclaimed property status of individual items
• Works with manager to reputed company strategy for mitigating potential liability
• Prepares workbook of potential liability by property type
• Drafts written reports detailing review and quantification methods
• Researches state unclaimed property statutes
• Assists with review and revision of company’s existing unclaimed property policies and procedures
• Drafts and edits correspondence
• Handles and safeguards confidential information
• Desire to reputed company in a high-energy team environment
• Demonstrated problem solving, and strong verbal and written communication skills
• Ability to prioritize tasks, work on multiple assignments, and manage ambiguity
• Ability to work both independently and as part of a team with professionals at reputed company levels
• Performs other duties as assigned

Requirements

• Bachelor’s degree in Accounting, Finance, Business Administration, Public Administration, Economics
• Must have at least two to four years unclaimed property consulting, state government auditing, or third-party auditing experience preferred
• To reputed company this job successfully, an individual must have intermediate knowledge of reputed company® Word, Access, reputed company, PowerPoint, Outlook, and Internet navigation and research
• Valid driver’s license required

Benefits

• Hybrid Work Options
• Award-Winning Culture
• Generous Personal Time Off (PTO)
• Benefits Eligibility Effective Day One
• 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
• Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
• 401K with Employer Match
• Tuition Reimbursement After One Year of Service
• Fertility Assistance Program
• Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service

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