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Senior Consultant - Abandoned and Unclaimed Property Consulting (Remote)

Remote: 
Full Remote
Contract: 
Experience: 
Senior (5-10 years)
Work from: 
California (USA), United States

Offer summary

Qualifications:

Bachelor's degree in relevant field, 2-4 years of unclaimed property experience, Proficient in Microsoft Office Suite, Valid driver's license required.

Key responsabilities:

  • Assist clients with unclaimed property services
  • Respond to client inquiries and audits
  • Review and analyze compliance records
  • Develop strategies to mitigate liabilities
  • Maintain records and confidential information
Ryan logo
Ryan Financial Services Large https://ryan.com/
1001 - 5000 Employees
See more Ryan offers

Job description

Why Ryan?

  • Hybrid Work Options

  • Award-Winning Culture

  • Generous Personal Time Off (PTO) Benefits

  • 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

The Unclaimed Property Senior Consultant (“Senior Consultant”) works with a team to assist clients with unclaimed property services, including voluntary disclosures and audit defense. This includes researching issues, reconciling databases, and completing detailed calculations. The Senior Consultant is responsible for creating positive team member experiences, which lead to excellent client service and drive revenue and profit for the Firm.

The ideal candidate will have analytical and problem-solving skills, coupled with strong people skills. Successful Ryan team members embrace and live Ryan’s values of Pursue Excellence, Wired to Win, Generosity Matters, Build Trust and Integrity Always and will embody and demonstrate accountability.

Duties and responsibilities, as they align to Ryan’s Key Results

People:

  • Create a positive team member experience.

Client:

  • Responds to client inquiries and requests from tax authorities.

Value:

  • Assists Manager and clients in managing state unclaimed property audits.
  • Reviews records requested by auditor and other necessary records to identify areas of potential noncompliance.
  • Imports client data files into unclaimed property software and makes necessary updates.
  • Works with client to develop strategy for mitigating the potential liability.
  • Reviews General Ledger Chart of Accounts and Trial Balances.
  • Assists with identifying categories of potential unclaimed property liability.
  • Quantifies potential liability by property type.
  • Suggests strategies to reduce potential liability.
  • Prepares reports.
  • Maintains workpaper files.
  • Researches client unclaimed property statutes and questions.
  • Assists with analysis of company’s existing unclaimed policies and procedures.
  • Conducts interviews of accounting personnel.
  • Drafts and edits correspondence.
  • Handles and safeguards confidential information.
  • Desire to perform in a high-energy team environment.
  • Demonstrated problem solving, and strong verbal and written communication skills.
  • Ability to prioritize tasks, work on multiple assignments, and manage ambiguity.
  • Ability to work both independently and as part of a team with professionals at all levels.
  • Performs other duties as assigned

Education and Experience:

Bachelor’s degree in Accounting, Finance, Business Administration, Public Administration, Economics or other degree. Two to four years unclaimed property, state government audit or auditing experience preferred.

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:

This position has no supervisory responsibilities.

Work Environment:

  • Standard indoor working environment.
  • Occasional long periods of sitting or standing while working.
  • Occasional long periods of standing while copying.
  • Position requires regular interaction with employees and clients both in person, via e-mail and telephone.
  • Independent travel requirement: 20 - 40%

Equal Opportunity Employer: disability/veteran

Required profile

Experience

Level of experience: Senior (5-10 years)
Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Report Writing
  • Microsoft Outlook
  • Problem Solving
  • Client Confidentiality
  • Analytical Skills
  • Microsoft Excel
  • Microsoft PowerPoint
  • Web Navigation
  • Time Management
  • Teamwork
  • Research
  • Verbal Communication Skills
  • Microsoft Word

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