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Unclaimed Property Compliance Manager
Location
United States
Posted
114 days ago
Salary
0
Seniority
Senior
Job Description
Unclaimed Property Compliance Manager
Kodiak Solutions
• Oversee and manage all facets of unclaimed property annual compliance projects including data collection, dormancy and exemption analysis, due diligence management, state reporting production, and results distribution. • Develop and present customer deliverables and provide guidance and strategic advice to customers by describing forthcoming requests, knowledge of the process, etc. • 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 internal team members and customers through effective communication to maintain project and 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 compliance engagements.
Job Requirements
- Minimum of 5 years of unclaimed property professional expertise (prior compliance / state filing experience preferred).
- High quality verbal and written communication skills.
- Self-motivated individual that possesses excellent time management and organizational skills.
- Strong analytical and problem-solving skills.
- Comfortable adapting to varied customer situations and customer needs with minimum confusion or loss of productivity.
- Consistently produce high-quality, professional deliverables on schedule and budget.
- Demonstrates an advanced understanding of complex unclaimed property concepts.
- Proven experience related to unclaimed property annual compliance engagements including data collection, dormancy and exemption analysis, due diligence management, state reporting production, and results distribution.
- Proficient in Microsoft Office products, particularly Excel.
- BA/BS with a concentration in accounting, business administration, finance, engineering, or information systems (or similar degrees).
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