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Consultant, Unclaimed Property

Remote: 
Full Remote
Contract: 
Full time
Experience: 
Mid-level (2-5 years)
Work from: 
United States

Offer summary

Qualifications:

Bachelor's degree in Accounting or related field, 1-3 years relevant experience, Intermediate Microsoft Excel and Word skills, Experience with data extraction and analytics technologies, Authorized to work in the U.S..

Key responsabilities:

  • Prepare jurisdictional unclaimed property reports
  • Conduct data modeling and financial reconciliations
  • Generate due diligence letters and manage owner responses
  • Prepare and remit unclaimed property reports on deadlines
  • Communicate effectively with clients and team
DMA logo
DMA SME https://dmainc.com/
501 - 1000 Employees
About DMA
DMA, a proudly employee-owned company, has been solving corporate tax challenges for its clients since 1972. Our employees’ entrepreneurial spirit and commitment to client service sets us apart from our competitors. Our professionals span the United States, Canada and Europe to serve the largest public and private companies with the highest level of expertise. We are committed to truly serving as an extension of our client’s tax department, going beyond mere partnering by adopting the perspective and commitment of our client’s team members. Our clients rely on us to deliver individualized, highly sophisticated services and solutions to help eliminate unnecessary future tax burdens and inefficiencies. We assign experienced professionals based on the specific needs and requirements for each client, ensuring unparalleled service. Our areas of corporate taxation expertise include: • Property Tax • Sales/Use & Commodity Tax • State Income & Franchise Tax • Tax Technology • Severance Tax • Value Added Tax • Customs & Duty • Crown Royalties • Unclaimed Property The experts at DMA assist companies with minimizing their taxes, enhancing the efficiency of their tax administration through industry-leading technology solutions, and managing their tax compliance obligations. To learn more about DMA, visit DMAinc.com.
See more DMA offers

Job description

As an employee-owned company, DMA prioritizes employees. Low turnover rates and tenured teams are living proof:

  • 2024 Great Places to Work Certified
  • Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation)
  • Company paid parental leave
  • Generous PTO package including paid floating holidays and paid volunteer time off
  • Multiple benefit plans, eligibility begins on day one of employment
  • Culturally focused on work/life balance, mental health, and the overall wellness of our employees
Position Summary

The Consultant provides unclaimed property compliance and consulting services. Support client portfolio to prepare jurisdictional unclaimed property reports on a seasonal basis. Performs and assists in data modeling and standardization, financial system general ledger reconciliations and automation, and other various tasks related to Unclaimed Property.

 

Essential Duties and Responsibilities
  • Identify, research, and document potential unclaimed property
  • Standardize client’s source data utilizing technology solutions
  • Conduct data analytics on client unclaimed property records and organize client data by means of systems review and data integration
  • Generate due diligence letters
  • Manage, track, and organize owner responses
  • Reissue owner payments
  • Conduct basic unclaimed property research under supervision
  • Prepare and remit unclaimed property reports and requests for funding adhering to designated calendar deadlines
  • Communicate written and verbally to convey information effectively both internally and externally
  • Keep informed of current technical developments and effectively apply knowledge to client situations

 

Non-Essential Duties and Responsibilities
  • Assist with special projects as needed
  • Perform other duties as assigned

 

Education and Qualifications
  • Bachelor’s degree in Accounting, Finance, Economics, or related field
  • 1-3 years relevant experience in unclaimed property or similar field
  • Superior customer service skills
  • Intermediate Microsoft Excel and Word skills required
  • Experience with data extraction/standardization and analytic technologies
  • Excellent verbal and written communication skills
  • Accountable and adaptable, with special adherence to time management under crucial deadline
  • Ability to travel as needed (approximately 5-10%)
  • Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. This position does not qualify for employment-based sponsorship. 

 

 

#LI-REMOTE  

#LI-AL1 

 

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Data MiningData ModelingData NormalizationBank ReconciliationsData Extraction

Other Skills

  • Customer Service
  • Verbal Communication Skills
  • Adaptability
  • Microsoft Excel
  • Analytical Skills
  • Microsoft Word
  • Time Management
Are you interested?

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