Senior Associate, Unclaimed Property Compliance
Kodiak Solutions
full-time
Posted on:
Location Type: Remote
Location: United States
Visit company websiteExplore more
Job Level
About the role
- Ability to lead all facets of unclaimed property annual compliance projects including data collection, dormancy and exemption analysis, due diligence management, state reporting production, and results distribution.
- Develop and present customer deliverables and provide guidance and strategic advice to customers by describing forthcoming requests, knowledge of the process, etc.
- Contribute to a positive and inclusive culture, including working closely with peers and management.
- Demonstrates a willingness to learn, absorb knowledge, and apply guidance provided by senior team members and provide feedback and train associates.
- Develop and strengthen relationships with internal team members and customers through effective communication to maintain project and customer satisfaction.
- Assist in the leadership of customer engagements as it relates to customer’s business and expectations and Kodiak’s scope of services, performance of team, and assignment of tasks.
- Effectively carry out assigned project duties, including administration of customer engagements and understanding customer’s business and expectations.
- Demonstrate basic understanding on the impact of changing unclaimed property legislation and technical developments affecting unclaimed property compliance engagements.
Requirements
- Minimum of 2 years of unclaimed property professional expertise (prior compliance / state filing 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.
- Demonstrates an intermediate understanding of complex unclaimed property concepts.
- Proven experience related to unclaimed property annual compliance engagements including data collection, dormancy and exemption analysis, due diligence management, state reporting production, and results distribution.
- Proficient in Microsoft Office products, particularly Excel.
- BA/BS with a concentration in accounting, business administration, finance, engineering, or information systems (or similar degrees).
Benefits
- Flexible work arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
unclaimed property compliancedata collectiondormancy analysisexemption analysisdue diligence managementstate reporting productionproject administrationanalytical skillsproblem-solving skillsMicrosoft Excel
Soft Skills
verbal communicationwritten communicationtime managementorganizational skillsadaptabilitycustomer relationship managementteam collaborationleadershipwillingness to learnfeedback provision