Senior Consultant, Abandoned & Unclaimed Property

extra holidays - extra parental leave
Work set-up: 
Full Remote
Contract: 
Experience: 
Senior (5-10 years)
Work from: 
United States

Offer summary

Qualifications:

Bachelor's degree in Accounting, Finance, Business Administration, Public Administration, Economics, or related field., Two to four years of experience in unclaimed property consulting or auditing., Strong analytical, problem-solving, and communication skills., Proficiency in Microsoft Office Suite and research tools..

Key responsibilities:

  • Assist clients with unclaimed property services, including audits and disclosures.
  • Research issues, reconcile databases, and perform detailed calculations.
  • Develop strategies to mitigate unclaimed property liabilities and prepare reports.
  • Engage with clients and respond to inquiries related to unclaimed property.

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Ryan Financial Services Large https://ryan.com/
1001 - 5000 Employees
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Job description

Why Ryan?

  • Hybrid Work Options

  • Award-Winning Culture

  • Generous Personal Time Off (PTO) Benefits

  • 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)

  • Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement

  • Benefits Eligibility Effective Day One

  • 401K with Employer Match

  • Tuition Reimbursement After One Year of Service

  • Fertility Assistance Program

  • Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service

The Unclaimed Property Senior Consultant (“Senior Consultant”) works with a team to assist clients with unclaimed property services, including voluntary disclosures and audit defense. This includes researching issues, reconciling databases, and completing detailed calculations. The Senior Consultant is responsible for creating positive team member experiences, which lead to excellent client service and drive revenue and profit for the Firm.

The ideal candidate with have analytical and problem-solving skills, coupled with strong people skills. Successful Ryan team members embrace and live Ryan’s values of Pursue Excellence, Wired to Win, Generosity Matters, Build Trust and Integrity Always and will embody and demonstrate accountability.

Duties and responsibilities, as they align to Ryan’s Key Results

People:

  • Create a positive team member experience.

Client:

  • Responds to client inquiries and requests from tax authorities.

Value:

  • Assists manager and clients in managing state unclaimed property audits and voluntary disclosure program reviews.
  • Develops and coordinates records requests and collaborates with clients to gather needed documentation.
  • Reviews records requested by auditor and other necessary records to ensure suitability for disclosure to auditors.
  • Reviews general ledger chart of accounts and trial balances to identify areas of potential unclaimed property liability (like A/R and A/P).
  • Engages and facilitates client communication.
  • Reviews and analyzes client data files to identify unclaimed property liability and creates schedules of potentially unclaimed items.
  • Reviews and analyzes remediation support to determine unclaimed property status of individual items.
  • Works with manager to develop strategy for mitigating potential liability.
  • Prepares workbook of potential liability by property type.
  • Drafts written reports detailing review and quantification methods.
  • Researches state unclaimed property statutes.
  • Assists with review and revision of company’s existing unclaimed property policies and procedures.
  • Drafts and edits correspondence.
  • Handles and safeguards confidential information.
  • Desire to perform in a high-energy team environment.
  • Demonstrated problem solving, and strong verbal and written communication skills.
  • Ability to prioritize tasks, work on multiple assignments, and manage ambiguity.
  • Ability to work both independently and as part of a team with professionals at all levels.
  • Performs other duties as assigned

Education and Experience:

  • Bachelor’s degree in Accounting, Finance, Business Administration, Public Administration, Economics or another degree with MBA, MST, or JD.
  • Two to four years unclaimed property consulting, state government auditing, or third-party auditing experience preferred.

Computer Skills:

To perform this job successfully, an individual must have intermediate knowledge of Microsoft® Word, Access, Excel, PowerPoint, Outlook, and Internet navigation and research.

Certificates and Licenses:

Valid driver’s license required.

Supervisory Responsibilities:

This position has no supervisory responsibilities.

Work Environment:

  • Standard indoor working environment.
  • Occasional long periods of sitting or standing while working.
  • Occasional long periods of standing while copying.
  • Position requires regular interaction with employees and clients both in person, via e-mail and telephone.
  • Independent travel requirement: 10-15%

Equal Opportunity Employer: disability/veteran

Required profile

Experience

Level of experience: Senior (5-10 years)
Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Problem Solving
  • Analytical Skills
  • Analytical Skills
  • Microsoft Excel
  • Microsoft PowerPoint
  • Microsoft Word
  • Report Writing
  • Microsoft Outlook
  • Accountability
  • Time Management
  • Teamwork
  • Communication

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