Unclaimed Property Consulting Senior Associate

Overview

This role supports multi-state unclaimed property engagements, including audit defense, voluntary disclosures, risk assessments, compliance support, and related client deliverables. The team works closely with holders to identify historical gaps, remediate exposures, and implement practical, long-term processes to support ongoing compliance with state reporting obligations.

Preference will be given to candidates who live within distance to either the Nashville, Indianapolis, or Denver offices. Remote work may be available for the right candidate.

Responsibilities

• Assist companies with multi-state unclaimed property matters, including assessments, audit defense, or voluntary disclosure agreement processes
• Prepare companies for examination(s) by describing forthcoming requests and knowledge of the process
• Represent clients during auditor discussions regarding the current status of examinations and responses to information document requests
• Track client requests and submissions, and assist with record review (e.g., tax documents, accounting records, policies and procedures, etc.)
• Perform data analysis to identify potential unclaimed property risks
• Develop and present strategies to mitigate potential unclaimed property exposure
• Aid in drafting final deliverables and reports for client and state submission
• Travel up to 30%

Qualifications

• Minimum of 2 years of unclaimed property professional expertise (prior consulting experience preferred)
• High-quality verbal and written communication skills
• Consistently produce high-quality, professional deliverables on schedule and budget
• Self-motivated with strong time management and organizational skills
• Demonstrate understanding of complex unclaimed property concepts
• Proven experience related to unclaimed property consulting engagements, including audit defense, voluntary disclosure agreement programs, policy and procedures, or other similar services
• Strong analytical and problem-solving skills
• Proficiency in Microsoft Office products, particularly Excel
• Ability to adapt to new environments and work effectively in varied situations with minimum confusion or loss of productivity
• BA/BS with a concentration in accounting, business administration, finance, engineering, or information systems (or similar degrees)

Location

Preference for candidates living within distance of the Nashville, Indianapolis, or Denver offices; remote may be available for the right candidate.