Senior Consultant

Overview

A global leader in tax compliance solutions is seeking a Senior Consultant to join their Unclaimed Property consulting group. This role involves working closely with senior leaders and clients to manage complex unclaimed property compliance issues, including risk assessments, audits, and voluntary disclosure agreements. The position requires deep knowledge of unclaimed property regulations, strong analytical skills, and the ability to communicate complex findings clearly.

Responsibilities

• Partner with senior leaders and clients to manage state unclaimed property risk assessments, audits, and Voluntary Disclosure Agreements
• Review client records and documents to identify and quantify potential noncompliance and risk
• Document potential exposures using Word and Excel
• Collaborate with Project Managers and Senior Reviewers to develop liability mitigation strategies
• Draft meeting agendas and minutes; coordinate meeting logistics
• Analyze General Ledger Chart of Accounts and Trial Balances
• Identify categories of potential unclaimed property liability
• Use proprietary software tools to analyze and quantify potential liabilities by property type
• Prepare, track, and distribute due diligence letters; record client responses and update unclaimed property lists
• Prepare, track, and submit state compliance reports using proprietary software
• Assist with quality control reviews of state reports and due diligence
• Maintain work paper files securely
• Analyze existing unclaimed property policies and procedures
• Document client meetings and interviews with accounting personnel
• Train new employees on client-specific work and industry tools
• Provide additional support to project leaders as needed

Requirements

• Minimum 5 years of related work experience
• At least 3 years of unclaimed property compliance experience
• Bachelor’s Degree in Accounting, Finance, or related field preferred
• Strong organizational and project management skills
• Effective written and oral communication skills
• Proficiency in MS Word and Excel
• Creative problem-solving abilities
• Ability to interpret and understand various state unclaimed property requirements
• Collaborative team player with ability to work independently
• Must be able to pass a background check and drug test due to client contractual obligations

Compensation & Benefits

• Flexible time-off policy
• Comprehensive health, dental, and vision insurance
• 401(k) plan with employer match
• Bi-weekly meeting-free days
• Mentoring programs
• Globally recognized training and development opportunities
• Tuition reimbursement
• Time off to volunteer and charitable giving match

Location

This role may involve remote work or be based in one of the organization's offices across the Americas or Europe.