Assist clients with unclaimed property services, including voluntary disclosures and audit defense
Research issues, reconcile databases, and complete detailed calculations
Create positive team member experiences to drive excellent client service and revenue for the Firm
Respond to client inquiries and requests from tax authorities
Assist Manager and clients in managing state unclaimed property audits
Review records requested by auditor and identify areas of potential noncompliance
Import client data files into unclaimed property software and make necessary updates
Work with client to develop strategy for mitigating potential liability
Prepare reports and maintain workpaper files

Bachelor’s degree in Accounting, Finance, Business Administration, Public Administration, Economics or other degree with Masters in Business Discipline or JD, Business Analytics, or Business Computer Information Systems
Must have (9) Accounting hours with a 3.0 GPA or higher, and a Major GPA of 3.25
One to three years unclaimed property, state government audit or auditing experience preferred
Intermediate knowledge of Microsoft® Word, Access, Excel, PowerPoint, Outlook, and Internet navigation and research
Valid driver’s license required

Consultant, Abandoned and Unclaimed Property

Key skills