DMA - DuCharme, McMillen & Associates, Inc.

An Extension of Your Tax Department

Consultant, Unclaimed Property

ConsultantConsultantFull TimeRemoteTeam 501-1,000Since 1972H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

104 days ago

Salary

Not specified

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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