Unclaimed Property Compliance Manager
Kodiak Solutions
full-time
Posted on:
Location Type: Remote
Location: United States
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About the role
- Oversee and manage 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 upper management and leading, training, and developing junior resources.
- Develop and strengthen relationships with internal team members and customers through effective communication to maintain project and 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 compliance engagements.
Requirements
- Minimum of 5 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 advanced 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).
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 productionanalytical skillsproblem-solving skillsproject managementtime management
Soft Skills
verbal communicationwritten communicationself-motivatedorganizational skillsadaptabilitycustomer engagementrelationship buildingleadershiptrainingteam collaboration