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Unclaimed Property Compliance Senior Associate

2 months ago
Anywhere
Junior
Operations Specialist
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 7

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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