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Unclaimed Property Compliance Manager

3 weeks ago
Anywhere
Senior
Operations Manager
Operations
Apply Now
Kodiak Solutions

Kodiak Solutions

Kodiak Solutions helps finance, revenue cycle, and compliance teams free up resources, manage mounting pressures, and reduce risk.

Diversified Financial Services
View All Jobs 14

Description

  • Oversee and manage all facets of unclaimed property annual compliance projects, including data collection, dormancy and exemption analysis, due diligence management, state reporting production, and results distribution.
  • Develop and present customer deliverables and provide strategic guidance to customers throughout the compliance process.
  • Lead, train, and develop junior resources while contributing to a positive and inclusive team culture.
  • Build and maintain strong relationships with internal team members and customers through effective communication.
  • Manage customer engagements, including scope of services, team performance, task assignment, and customer expectations.
  • Identify process and technology improvement opportunities that increase efficiency and cost effectiveness.
  • Monitor changes in unclaimed property legislation and technical developments that affect compliance engagements.

Requirements

  • Minimum of 5 years of unclaimed property professional experience.
  • Prior compliance and state filing experience is preferred.
  • High-quality verbal and written communication skills.
  • Strong time management, organizational, analytical, and problem-solving skills.
  • Ability to adapt to varied customer situations and needs with minimal disruption to productivity.
  • Ability to consistently produce high-quality, professional deliverables on schedule and within budget.
  • Advanced understanding of complex unclaimed property concepts.
  • Proven experience with unclaimed property annual compliance engagements, including data collection, dormancy and exemption analysis, due diligence management, state reporting production, and results distribution.
  • Proficiency in Microsoft Office products, particularly Excel.
  • Bachelor’s degree in accounting, business administration, finance, engineering, information systems, or a similar field.

Interested in this position?

Apply directly on the company website

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