Indirect Tax--Unclaimed Property Staff: # 2063

Overview

This role supports the organization’s Unclaimed Property Service Delivery Center (UP SDC). The UP SDC provides unclaimed property professionals focused on asset recovery, reporting assets to applicable states, and assisting clients with unclaimed property audits, voluntary disclosure agreements, and policy and procedure enhancements. The service covers assets such as uncashed checks, unapplied accounts receivable credits, unredeemed gift cards, and more. Work is performed to help clients comply with state unclaimed property rules and regulations, and includes outsourcing of printing services for non-UP documents.

Responsibilities

• Support client consultations by evaluating and challenging unclaimed property and escheat approaches for optimal effectiveness
• Develop and maintain strong client relationships and coordinate effectively with internal resources
• Contribute to client satisfaction through timely, responsive services and high-quality work products
• Stay informed of current technical developments and apply knowledge to client situations
• Thoroughly and accurately analyze information to develop practical approaches and reach appropriate conclusions for a client’s unclaimed property situation
• Demonstrate an understanding of increasingly complex unclaimed property concepts
• Participate in and contribute to achieving team goals

Requirements

• Bachelor’s degree
• 1 to 3 years of related work experience
• Broad exposure to state and local taxation
• Excellent organizational, analytical, and verbal/written communication skills

Preferred Qualifications

• Ability to obtain CPA certification, US Bar membership, or a professional designation from the IPT
• Technical experience related to compliance, audit defense, and consulting for abandoned and unclaimed property services
• Performance and process advisory experience related to unclaimed property compliance

Compensation & Benefits

Base salary range:

• New York City, Boston, and Washington DC Metro Areas, Washington State, and Southern California offices — $75,100 to $112,800
• Bay Area California offices — $78,300 to $117,500
• All other offices locations in the US, including Sacramento — $62,600 to $103,400

Individual salaries within these ranges are determined through factors including education, experience, knowledge, skills, and geography.

Benefits include:

• Medical and dental coverage
• Pension and 401(k) plans
• A wide range of paid time off options
• Time off for designated paid holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed

Location

Anywhere in Country

Additional Information

• Applications may be submitted on an ongoing basis.
• To support the application experience, limit to two applications within a six-month period.

Equal Opportunity Statement

The employer provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.

Reasonable accommodation is available to qualified individuals with disabilities, including veterans with disabilities.