Manager, Unclaimed Property & Escheatment Services

Work with a Top 20 CPA and advisory firm that Accounts for Anything.

• Manage unclaimed property consulting engagements, including compliance reporting, audit defense, VDAs, risk assessments, and remediation projects.
• Serve as a primary client contact and trusted advisor for assigned engagements.
• Review technical analyses, work papers, reports, and client deliverables.
• Lead discussions with clients, state administrators, and third-party auditors.
• Supervise, mentor, and develop associates and senior associates.
• Manage engagement budgets, staffing, timelines, and utilization.
• Support business development efforts through proposals, presentations, networking, and cross‑selling opportunities.
• Identify opportunities to leverage technology, automation, and data analytics to improve service delivery.

• Bachelor's degree in Accounting, Finance, Business, or related field.
• 5+ years of experience in unclaimed property, SALT, accounting, consulting, audit, or regulatory compliance.
• Strong project management and client relationship skills.
• Experience leading teams and managing multiple concurrent engagements.
• Excellent written and verbal communication skills.
• Direct unclaimed property consulting experience.
• Experience managing audit defense and voluntary disclosure engagements.
• CPA, CMI, JD, MST, MBA, or similar professional credential.
• Public accounting or consulting experience.
• Expand client service capacity and engagement management resources.
• Improve staff development and supervision within the UPES practice.
• Support revenue growth through enhanced client service and business development efforts.
• Strengthen technical leadership and project execution across the practice.