• Leads a team of Consultants to perform unclaimed property reviews designed to ensure compliance • Maintains existing client relationships and focuses on administration of client compliance responsibilities • Researches abandoned property issues, reviewing unclaimed property reports • Performs audit defense services, identifying transactional planning • Creates positive team member experiences and excellent client service • Manages complex state abandoned property projects • Develops client workplans and schedules associated project deliverables • Prepares and conducts client presentations • Develops new business and expands business with existing clients • Travels to client locations to gather and analyze payroll, accounts payable and accounts receivable support • Helps train and mentor Consultants and other team members