Tech Stack

Description

You will lead unclaimed property annual compliance projects, including data collection, dormancy analysis, due diligence, state reporting, and results distribution. You'll develop customer deliverables and provide strategic advice while collaborating with a team to ensure project success. This role offers the chance to apply your expertise in a technology-driven environment that simplifies complex compliance challenges.

Requirements

• 2+ years unclaimed property professional expertise
• High quality verbal and written communication skills
• Strong analytical and problem-solving skills
• Proficient in Microsoft Office, especially Excel
• BA/BS in accounting, business, finance, or related field

Responsibilities

• Lead annual unclaimed property compliance projects
• Develop customer deliverables and provide strategic advice
• Contribute to positive team culture and train associates
• Manage customer engagements and assign tasks
• Stay updated on unclaimed property legislation changes