DMA - DuCharme, McMillen & Associates, Inc.
An Extension of Your Tax Department
Consultant, Unclaimed Property
Location
United States
Posted
106 days ago
Salary
Not specified
Seniority
Junior
Bachelor Degree1 yr expEnglishSQL
Job Description
• The Consultant provides unclaimed property compliance and consulting services.
• The individual will be responsible for managing their own client portfolio, including the preparation and submission of jurisdictional unclaimed property reports on a seasonal schedule.
• Core responsibilities include performing and assisting with data modeling and standardization, reconciling financial system general ledgers, and contributing to process automation initiatives.
• Identify, research, and document potential unclaimed property in accordance with jurisdictional requirements.
• Standardize client source data using technology-driven solutions to ensure accuracy and consistency.
• Conduct data analytics and system reviews to organize, validate, and integrate unclaimed property records.
• Generate and distribute due diligence letters in compliance with statutory requirements.
• Manage, track, and organize owner responses, ensuring timely follow-up and resolution.
• Process reissuance of payments to verified property owners.
• Conduct basic unclaimed property research under supervision, supporting more complex analyses.
• Prepare and remit unclaimed property reports and funding requests in alignment with state-specific deadlines and calendars.
• Communicate effectively in both written and verbal formats with internal teams and external clients.
• Stay current on unclaimed property regulations and technical developments, and apply this knowledge to client engagements.
Job Requirements
- Bachelor’s degree in Accounting, Finance, Business Administration, Economics, or a related field required
- 1 -3 years of relevant experience in unclaimed property compliance, consulting, accounting, audit, tax, or financial operations preferred
- Strong proficiency in Microsoft Excel (e.g., pivot tables, formulas, data analysis); experience with data tools like Alteryx, Power BI, or SQL a plus
- Solid understanding of financial statements and general ledger structures
- Ability to analyze large datasets and translate complex information into actionable insights
- Strong organizational skills and ability to manage multiple projects with shifting deadlines
- Excellent written and verbal communication skills; client-facing experience is a bonus
- Detail-oriented with a commitment to accuracy and compliance
- Willingness to learn and stay current with evolving unclaimed property laws and reporting requirements
- Accountable and adaptable, with special adherence to time management under crucial deadlines
- Availability to travel as needed
- CPA, CFE, or other relevant certification a plus but not required
- Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.
Benefits
- Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation)
- Company paid parental leave
- Generous time off package
- Multiple benefit plans, eligibility begins on day one of employment
- Culturally focused on work/life balance, mental health, and the overall wellness of our employees
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