• Oversee and manage customer needs related to multi-state unclaimed property matters including assessments, audit defense, or voluntary disclosure agreement programs. • Prepare customers for examination(s) by describing forthcoming requests and knowledge of the process. • Represent customers on auditor discussions regarding the current status of the examination and responses to information document requests. • Analyze customer data to present potential unclaimed property risk and mitigation tactics. • Develop customer deliverables and reports for state submission through completion of the review. • Contribute to a positive and inclusive culture, including working closely with peers and upper management and leading, training, and developing junior resources. • Develop and strengthen relationships with customer through effective communication to maintain customer satisfaction. • Manage customer engagements as it relates to customer’s business and expectations and Kodiak’s scope of services, performance of team, and assignment of tasks. • Identify potential opportunities with processes and technologies that would provide greater efficiency and prove beneficial and cost effective. • Understand impact of changing unclaimed property legislation and technical developments affecting unclaimed property consulting engagements.