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
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