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Unclaimed Property Compliance Senior Associate

3 weeks ago
Anywhere
Junior
Operations Specialist
Operations
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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

  • Lead 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 customers with guidance and strategic advice throughout the process.
  • Contribute to a positive and inclusive team culture by working closely with peers and management.
  • Learn from senior team members, apply guidance, and help train and provide feedback to associates.
  • Build and maintain strong relationships with internal team members and customers through effective communication.
  • Assist in leading customer engagements, including aligning service scope, team performance, and task assignments with customer expectations.
  • Carry out assigned project duties, including administration of customer engagements and understanding customer business needs.
  • Maintain awareness of changing unclaimed property legislation and technical developments affecting compliance engagements.

Requirements

  • Minimum of 2 years of unclaimed property professional experience, with prior compliance or state filing experience preferred.
  • Experience with unclaimed property annual compliance engagements, including data collection, dormancy and exemption analysis, due diligence management, state reporting production, and results distribution.
  • 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 budget.
  • Intermediate understanding of complex unclaimed property concepts.
  • Proficiency in Microsoft Office products, particularly Excel.
  • Bachelor’s degree (BA/BS) 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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