Senior Consultant, Abandoned And Unclaimed Property Compliance

Ryan, LLC Philadelphia , PA 19107

Posted 2 weeks ago

The Abandoned and Unclaimed Property Senior Consultant ("Senior Consultant") works with a team to assist clients with their compliance of state unclaimed property laws. Compliance activities may include frequently interfacing with clients regarding process-oriented tasks, mailing search letters to lost owners where required under law, assisting the project team with preparing annual unclaimed property reports, and coordinating state payments where applicable. Applicant must be very detail oriented and exhibit excellent organizational skills.

Duties and Responsibilities:

  • Supports management in the AUP practice with client-related tasks and displays excellent communication skills.

  • Become technically proficient on Ryan's unclaimed property reporting software.

  • Interfaces directly with client regarding their unclaimed property additions, removals, updates, and questions related to the process.

  • Analyzes and processes client additions, removals, and updates to their unclaimed property database.

  • Identifies, prepares, mails, and tracks owner outreach letters sent where required by law.

  • Researches unclaimed property laws and identifies any new requirements or potential exclusions from reporting.

  • Prepares and assembles state unclaimed property reports where required by law.

  • Prepares and maintains detailed notes regarding both state specific and client specific processes notes.

  • Utilizes strong grammar, spelling, and proofreading skills on all communications.

  • Handles tasks in a timely manner with a high degree of accuracy.

  • Demonstrates a strong work ethic and a high degree of integrity.

  • Organizes and prioritizes multiple tasks under time constraints.

  • Handles and safeguards confidential information.

  • Performs other duties as assigned.

Education and Experience:

Bachelor's degree or Master's degree or equivalent in Accounting and/or Finance with two to four years unclaimed property, state government audit, or auditing experience.

Computer Skills:

To perform this job successfully, an individual must have intermediate knowledge of Microsoft Word, Access, Excel, PowerPoint, Outlook, and Internet navigation and research.

Certificates and Licenses:

Valid driver's license required.

Supervisory Responsibilities:

Requires limited supervisory responsibilities, including training employees, assigning work, and checking work for accuracy and completeness.

Equal Opportunity Employer/Females/Minorities/Veterans/Disability.

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Senior Consultant, Abandoned And Unclaimed Property Compliance

Ryan, LLC