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Indirect Tax--Unclaimed Property and Escheat Services --Manager

Job in San Mateo, San Mateo County, California, 94409, USA
Listing for: EY
Full Time position
Listed on 2025-12-05
Job specializations:
  • Finance & Banking
    Risk Manager/Analyst, Financial Compliance
Salary/Wage Range or Industry Benchmark: 105100 - 192600 USD Yearly USD 105100.00 192600.00 YEAR
Job Description & How to Apply Below

Indirect Tax Manager – Unclaimed Property and Escheat Services

Location:

Anywhere in Country

At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help build a better working world.

The Opportunity

Join our globally integrated team of dedicated indirect tax professionals and you’ll have the opportunity to combine your technical knowledge and industry understanding to identify risks and sustainable planning opportunities for our clients. You’ll help us provide effective processes, improve day‑to‑day reporting, reduce attribution errors and costs, and ensure indirect taxes are handled correctly for our clients.

Key Responsibilities
  • Engage in client consultations and challenge the unclaimed property and escheat approach for optimal effectiveness.
  • Develop strong client relationships and collaborate effectively with internal resources while coaching junior team members.
  • Implement extensive knowledge of unclaimed property concepts and requirements in a highly collaborative culture.
Skills and Attributes for Success
  • Contribute to client satisfaction by providing timely and responsive services and work products.
  • Stay informed of current technical developments and effectively apply knowledge to client situations.
  • Thoroughly and accurately analyze information; prepare quality, practical approaches to the client’s unclaimed property situation and arrive at appropriate conclusions.
  • Demonstrate understanding of increasingly complex unclaimed property concepts.
  • Participate in and contribute to achieving team goals.
Required Qualifications
  • A bachelor’s degree and 5 years of related work experience.
  • CPA certification, Member of the US Bar, or a professional designation from the IPT.
  • Technical expertise and experience related to compliance, audit defence and consulting for abandoned and unclaimed property services.
  • Performance and process advisory experience related to unclaimed property compliance.
  • Broad exposure to state and local taxation.
  • Excellent managerial, organisational, analytical and verbal/written communication skills.
  • Willingness to travel as needed and work in a balanced hybrid environment.
Preferred Qualifications
  • A minimum of 5 years of relevant unclaimed property consulting experience within a professional services environment.
What We Offer
  • A comprehensive compensation and benefits package with a base salary range of $105,100 to $192,600 in the US, and higher ranges for select regions.
  • Medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
  • Flexibility through a hybrid model with 40‑60% in‑person work for external, client‑serving roles.

EY accepts applications for this position on an ongoing basis.

Equal Employment Opportunity Statement

EY provides equal employment opportunities to applicants and employees without regard to race, colour, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities, including veterans with disabilities.

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