Unclaimed Property Consulting Senior Associate

2 hours, 4 minutes ago
Full-time
Junior
Finance and Accounting
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

Description

  • Assist companies with multi-state unclaimed property matters, including assessments, audit defense, and voluntary disclosure agreements.
  • Prepare clients for examinations by explaining upcoming requests and the overall process.
  • Represent clients in discussions with auditors about examination status and document requests.
  • Track client requests and submissions while assisting with record reviews, including tax documents, accounting records, and policies and procedures.
  • Perform data analysis to identify potential unclaimed property risks and exposures.
  • Develop and present strategies to mitigate unclaimed property exposure.
  • Draft final deliverables and reports for client and state submission.
  • Travel up to 30% as needed.

Requirements

  • Minimum of 2 years of unclaimed property professional experience, with consulting experience preferred.
  • Experience with unclaimed property consulting engagements such as audit defense, voluntary disclosure agreement programs, and policy and procedures work.
  • Strong verbal and written communication skills.
  • Ability to produce high-quality, professional deliverables on schedule and budget.
  • Strong time management, organizational, analytical, and problem-solving skills.
  • Understanding of complex unclaimed property concepts.
  • Proficiency in Microsoft Office products, particularly Excel.
  • Ability to adapt to new environments and work effectively in changing circumstances.
  • Bachelor's degree in accounting, business administration, finance, engineering, information systems, or a similar field.

Benefits

  • Remote work is available for the right candidate.
  • Preference for candidates located near the Nashville, Indianapolis, or Denver offices.

Interested in this position?

Apply directly on the company website

Apply Now

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