Unclaimed Property Consulting Senior Associate
K
Kodiak SolutionsHealthcare Finance
RemoteFull-TimeSenior
Salary not disclosed
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Job Details
- Experience
- Minimum of 2 years of unclaimed property professional expertise
- Required Skills
- Data AnalysisMicrosoft ExcelAccounting
Requirements
- Minimum of 2 years of unclaimed property professional expertise
- BA/BS with a concentration in accounting, business administration, finance, engineering, or information systems (or similar degrees)
- Proven experience related to unclaimed property consulting engagements including audit defense, voluntary disclosure agreement programs, policy and procedures
- Proficient in Microsoft Office products, particularly Excel
- Strong analytical and problem-solving skills
- High-quality verbal and written communication skills
- Self-motivated with excellent time management and organizational skills
- Ability to work effectively in varied situations and changing circumstances
- Ability to travel up to 30%
Responsibilities
- 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
- Track client requests and submissions and assist with record review (e.g., tax documents, accounting records, policies and procedures)
- Perform data analysis to identify potential unclaimed property risks
- Develop and present the client with strategies to mitigate potential unclaimed property exposure
- Aid in drafting final deliverables and reports for client and state submission
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