Tax Experienced Associate – Unclaimed Property
Baker Tilly US
full-time
Posted on:
Location Type: Office
Location: Dallas • Texas • United States
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Salary
💰 $63,200 - $119,820 per year
About the role
- Assist both Fortune 500 and middle market clients across industries with their state unclaimed property reporting requirements and related consulting needs (e.g., audit defense, voluntary disclosures, policies and procedures, etc.)
- Learn, through on-the-job training, to apply accounting, technology, written and oral communication skills to become a Value Architect delivering advisory and compliance services to clients
- Be a trusted member of a national practice providing various advisory services, including: Organization and management of client data and documents
- Detailed reviews of client records (e.g., accounting documents, procedures, etc.) to identify areas of potential unclaimed property noncompliance
- Interviews of client accounting and operational personnel
- Identification of client’s potential unclaimed property exposure
- Development of strategic plans to limit client’s potential exposure
- Presentation of suggestions to clients to reduce potential exposure
- Creation of models to calculate potential exposure
- Assistance with the management of clients’ state unclaimed property audits and voluntary disclosure agreements
- Support for drafting technical written memorandums
- Interaction with clients, outside legal counsel, and state unclaimed property representatives
- Preparation and filing of annual unclaimed property reports to multiple jurisdictions
Requirements
- Bachelor’s or master's degree in accounting or law, or a related degree in business
- Outstanding academic performance required, with a preferred GPA of 3.0 or above
- Relevant internship, work experience and/or involvement with a professional organization
- The ability to work effectively in a team environment with all levels of client personnel
- Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
- Organizational and analytical skills, initiative, adaptability
- Proficiency with Microsoft programs (Word, Excel, PowerPoint, etc.)
- Unclaimed Property experience is NOT required
Benefits
- Upward career trajectory
- Flexibility in how and where you get your work done
- Meaningful relationships with clients, teammates, and leadership who truly care about you and your development
- Great work environment (ask us about My Time Off, My Development and Dress for Your Day!)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
accountingaudit defensevoluntary disclosurescompliance servicesdata managementrecord reviewstrategic planningmodel creationreport preparationfiling
Soft Skills
communicationinterpersonal skillsrelationship buildingcollaborationproblem solvingtime managementorganizational skillsanalytical skillsinitiativeadaptability