Salary
💰 $126,000 - $171,050 per year
About the role
- Leads a team of Consultants to perform unclaimed property reviews
- Maintains existing client relationships and overall administration of client compliance responsibilities
- Researches abandoned property issues and review unclaimed property reports
- Performs audit defense services and identifies transactional planning
- Creates positive team member experiences
- Manages complex state abandoned property projects
- Develops client workplans and schedules associated project deliverables
- Prepares and conducts client presentations
- Develops new business and expands business with existing clients
- Travels to client locations to gather and analyze relevant documentation
- Helps train and mentor Consultants and other team members
Requirements
- Bachelor’s degree or Master’s degree or equivalent in Accounting and/or Finance
- Four to six years financial audit or abandoned property related experience
- Intermediate knowledge of Microsoft® Word, Access, Excel, PowerPoint, Outlook
- Valid driver’s license required
- Generous Personal Time Off (PTO)
- 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
- Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
- Benefits Eligibility Effective Day One
- 401K with Employer Match
- Tuition Reimbursement After One Year of Service
- Fertility Assistance Program
- Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial auditabandoned property reviewaudit defense servicestransactional planningclient presentationsproject managementworkplan development
Soft skills
leadershipclient relationship managementteam collaborationmentoringcommunicationorganizational skills
Certifications
Bachelor’s degreeMaster’s degree