Senior Associate, Unclaimed Property Consulting

Kodiak Solutions

Join Kodiak Solutions as an Unclaimed Property Consulting Senior Associate. Focused on healthcare finance and compliance solutions while working remotely or near regional offices.

Posted 7/17/2026full-timeRemote • Colorado, Tennessee • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in unclaimed property consulting, including audit defense and voluntary disclosure agreements, while effectively managing client communications and deliverables. Proficient in data analysis and risk mitigation strategies to address unclaimed property exposure.

Highest-signal resume keywords

Unclaimed Property ConsultingAudit DefenseVoluntary Disclosure AgreementData AnalysisMicrosoft Excel

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Unclaimed Property ExpertiseAudit Defense ExperienceVoluntary Disclosure Agreement ProcessData AnalysisPolicy and Procedures Development

Soft Skills

Verbal CommunicationWritten CommunicationTime ManagementOrganizational SkillsProblem-Solving Skills

Tools & Technologies

Microsoft Office

Industry Keywords

Unclaimed PropertyClient RepresentationRecord ReviewRisk Mitigation StrategiesProfessional Deliverables

About the role

Key responsibilities & impact

Assist companies with multi-state unclaimed property matters including assessments, audit defense, or voluntary disclosure agreement process
Prepare companies for examination(s) by describing forthcoming requests and knowledge of the process
Represent clients on auditor discussions regarding the current status of the examination and responses to information document requests
Tracking client requests and submissions and assisting with record review (i.e. tax documents, accounting records, policies and procedures, etc.)
Performing data analysis to identify potential unclaimed property risks
Developing and presenting the client with strategies to mitigate potential unclaimed property exposure
Aiding in drafting final deliverables and reports for client and state submission
Willing to travel up to 30%.

Requirements

What you’ll need

Minimum of 2 years of unclaimed property professional expertise (prior consulting experience preferred)
High-quality verbal and written communication skills
Consistently produce high-quality, professional deliverables on schedule and budget
Self-motivated individual that possesses excellent time management and organizational skills
Demonstrate an understanding of complex unclaimed property concepts
Proven experience related to unclaimed property consulting engagements including audit defense, voluntary disclosure agreement programs, policy and procedures, or other similar services
Strong analytical and problem-solving skills
Proficient in Microsoft Office products, particularly Excel
Able to adapt to new environments, work effectively in varied situations and function in changing circumstances with minimum confusion or loss of productivity
BA/BS with a concentration in accounting, business administration, finance, engineering, or information systems (or similar degrees).

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development