Hybrid Manager, Abandoned and Unclaimed Property Consulting

Posted 2 months ago

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About the role

  • Manager leading a team in abandoned property consulting and compliance for clients. Focused on audits, client relationships, and ensuring regulatory compliance.

Responsibilities

  • Leads a team of Consultants to perform unclaimed property reviews
  • Maintains existing client relationships and overall administration of client compliance responsibilities
  • Researches abandoned property issues and review unclaimed property reports
  • Performs audit defense services and identifies transactional planning
  • Creates positive team member experiences
  • Manages complex state abandoned property projects
  • Develops client workplans and schedules associated project deliverables
  • Prepares and conducts client presentations
  • Develops new business and expands business with existing clients
  • Travels to client locations to gather and analyze relevant documentation
  • Helps train and mentor Consultants and other team members

Requirements

  • Bachelor’s degree or Master’s degree or equivalent in Accounting and/or Finance
  • Four to six years financial audit or abandoned property related experience
  • Intermediate knowledge of Microsoft® Word, Access, Excel, PowerPoint, Outlook
  • Valid driver’s license required

Benefits

  • Generous Personal Time Off (PTO)
  • 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
  • Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
  • Benefits Eligibility Effective Day One
  • 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

Job title

Manager, Abandoned and Unclaimed Property Consulting

Job type

Experience level

Mid levelSenior

Salary

$126,000 - $171,050 per year

Degree requirement

Bachelor's Degree

Location requirements

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