Unclaimed Property Consulting Manager
Kodiak Solutions
full-time
Posted on:
Location Type: Remote
Location: United States
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About the role
- Oversee and manage customer needs related to multi-state unclaimed property matters including assessments, audit defense, or voluntary disclosure agreement programs.
- Prepare customers for examination(s) by describing forthcoming requests and knowledge of the process.
- Represent customers on auditor discussions regarding the current status of the examination and responses to information document requests.
- Analyze customer data to present potential unclaimed property risk and mitigation tactics.
- Develop customer deliverables and reports for state submission through completion of the review.
- Contribute to a positive and inclusive culture, including working closely with peers and upper management and leading, training, and developing junior resources.
- Develop and strengthen relationships with customer through effective communication to maintain customer satisfaction.
- Manage customer engagements as it relates to customer’s business and expectations and Kodiak’s scope of services, performance of team, and assignment of tasks.
- Identify potential opportunities with processes and technologies that would provide greater efficiency and prove beneficial and cost effective.
- Understand impact of changing unclaimed property legislation and technical developments affecting unclaimed property consulting engagements.
Requirements
- Minimum of 5 years of unclaimed property professional expertise (prior consulting experience preferred).
- High quality verbal and written communication skills.
- Self-motivated individual that possesses excellent time management and organizational skills.
- Strong analytical and problem-solving skills.
- Comfortable adapting to varied customer situations and customer needs with minimum confusion or loss of productivity.
- Consistently produce high-quality, professional deliverables on schedule and budget.
- Demonstrate an understanding of complex unclaimed property concepts.
- Proven experience in managing unclaimed property annual consulting engagements including audit defense, voluntary disclosure agreement programs, policy and procedures, or other similar services.
- Able to adapt to new environments, work effectively in varied situations and function in changing circumstances with minimum confusion or loss of productivity.
- Proficient in Microsoft Office products, particularly Excel.
- BA/BS with a concentration in accounting, business administration, finance, engineering, or information systems (or similar degrees).
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
unclaimed property expertiseaudit defensevoluntary disclosure agreementdata analysisrisk mitigationconsulting engagementspolicy and proceduresproblem-solvingtime managementorganizational skills
Soft Skills
verbal communicationwritten communicationself-motivationadaptabilitycustomer relationship managementteam leadershiptraining and developmentpositive culture contributionhigh-quality deliverableseffective communication