Indirect Tax--Unclaimed Property and Escheat Services --Manager
Listed on 2025-12-02
-
Management
Risk Manager/Analyst -
Finance & Banking
Risk Manager/Analyst, Financial Consultant, Financial Compliance
Indirect Tax--Unclaimed Property and Escheat Services --Manager
Location:
Anywhere in Country
Key Responsibilities
- Engage in client consultations and challenge the unclaimed property and escheat approach for optimal effectiveness.
- Develop strong relationships with clients and effectively collaborate with internal resources.
- Implement extensive knowledge of unclaimed property concepts and requirements.
- Mentor and coach junior team members.
- Provide timely and responsive services and work products to satisfy client needs.
- Stay informed of current technical developments and apply knowledge to client situations.
- Analyze information thoroughly and accurately; prepare high-quality practical approaches and conclusions.
- Demonstrate understanding of complex unclaimed property concepts.
- Participate in and contribute to achieving team goals.
- A bachelor's degree and 5 years of related work experience.
- CPA certification, Member of the US Bar or 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, organizational, analytical and verbal/written communication skills.
- Willingness to travel as needed and working in a balanced hybrid environment.
- A minimum of 5 years of relevant unclaimed property consulting experience within a professional services environment.
We’re interested in people who can manage multiple challenging tax engagements and contribute to the delivery of innovative tax planning ideas for our diverse clients. We’ll look to you to develop strong relationships across a network of existing and future clients, focusing on providing insight and implementing operational efficiencies while demonstrating a solid understanding of their business.
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