Consultant, Abandoned and Unclaimed Property Compliance
Core
Consultant assisting clients with compliance of state unclaimed property laws, including mailing search letters, preparing annual reports, and coordinating state payments.
Role type
Associate compliance consultant (unclaimed property)
Builds
State unclaimed property reports and owner outreach letters
Domain
Financial compliance / Unclaimed property law
Required skills
Analytical skills, problem-solving, detail orientation, organizational skills, grammar and proofreading, Microsoft Office (Word, Access, Excel, PowerPoint, Outlook), database management
Preferred skills
Strong verbal and written communication, ability to prioritize tasks, work independently and in teams, integrity
Technologies
Microsoft Word, Microsoft Access, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Responsibilities
Respond to client inquiries and requests from tax authorities; Analyze and process client additions, removals, and updates to unclaimed property database; Identify, prepare, mail, and track owner outreach letters; Prepare and assemble state unclaimed property reports; Maintain detailed notes on state and client-specific processes; Handle tasks with high accuracy and timeliness; Safeguard confidential information.
Seniority
Junior, individual contributor