Consultant, Unclaimed Property - Asset Recovery

DMA - DuCharme, McMillen & Associates, Inc.

5d • Remote

About The Position

The Consultant provides specialized asset recovery services within the Unclaimed Property practice. This role manages client engagements, performs data analysis, and oversees the claim process to recover unclaimed property from state agencies and other entities. The Consultant must demonstrate strong analytical skills, attention to detail, and the ability to manage multiple priorities while delivering exceptional client service. DMA is a proudly employee-owned company that has been solving corporate tax challenges for over 50 years. Everyone within our organization takes extreme pride in delivering proven, successful results. Our tax professionals span across the globe to better serve some of the world’s largest companies with the highest level of expertise. Our “people first” mentality is what defines our corporate mission and sets us apart from other companies within the corporate tax industry. DMA offers a challenging yet rewarding career that encourages teamwork, fosters communication, and recognizes exceptional performance. Our employees share common philosophies, a strong entrepreneurial spirit, and an unbreakable commitment to client service. Because of our unique corporate structure and principles, “about us” is actually about you.

Requirements

• Bachelor’s degree required.
• Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint); advanced Excel skills required.
• Advanced capability to analyze complex data sets and translate trends into actionable insights
• Demonstrated ability to manage complex workloads through strong time management and prioritization skills
• Familiarity with data extraction, standardization, and analytic technologies.
• Excellent written and verbal communication skills; strong client relationship management and service orientation.
• Demonstrated problem-solving and analytical thinking for recovery processes.
• Ability to work independently with strong attention to detail and accuracy in data handling and claim submissions.
• Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.

Nice To Haves

• 1+ years in asset recovery, technology, or accounting preferred.

Responsibilities

• Standardize and validate client data using Microsoft Excel and technology-driven solutions.
• Identify, research, and document potentially recoverable unclaimed property using proprietary tools.
• Conduct data analytics and organize client data through systems review and integration.
• Generate and submit asset recovery claim forms; track and manage claims throughout the process.
• Communicate proactively with clients regarding claim status and expectations.
• Prepare recovery reports and funding requests in alignment with deadlines.
• Stay current on technical developments and apply knowledge to client engagements.
• Perform other duties as assigned.

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, and the overall wellness of our employees

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees