Senior Consultant, Abandoned and Unclaimed Property Consulting

Ryan•Boston, MA

8d•Remote

About The Position

The Unclaimed Property Senior Consultant (“Senior Consultant”) works with a team to assist clients with unclaimed property services, including voluntary disclosures and audit defense. This includes researching issues, reconciling databases, and completing detailed calculations. The Senior Consultant is responsible for creating positive team member experiences, which lead to excellent client service and drive revenue and profit for the Firm. The ideal candidate with have analytical and problem-solving skills, coupled with strong people skills. Successful Ryan team members embrace and live Ryan’s values of Pursue Excellence, Wired to Win, Generosity Matters, Build Trust and Integrity Always and will embody and demonstrate accountability. Position can be fully remote in the U.S. Duties and responsibilities, as they align to Ryan’s Key Results People: Create a positive team member experience. Client: Responds to client inquiries and requests from tax authorities. Value: Assists manager and clients in managing state unclaimed property audits and voluntary disclosure program reviews. Develops and coordinates records requests and collaborates with clients to gather needed documentation. Reviews records requested by auditor and other necessary records to ensure suitability for disclosure to auditors. Reviews general ledger chart of accounts and trial balances to identify areas of potential unclaimed property liability (like A/R and A/P). Engages and facilitates client communication. Reviews and analyzes client data files to identify unclaimed property liability and creates schedules of potentially unclaimed items. Reviews and analyzes remediation support to determine unclaimed property status of individual items. Works with manager to develop strategy for mitigating potential liability. Prepares workbook of potential liability by property type. Drafts written reports detailing review and quantification methods. Researches state unclaimed property statutes. Assists with review and revision of company’s existing unclaimed property policies and procedures. Drafts and edits correspondence. Handles and safeguards confidential information. Desire to perform in a high-energy team environment. Demonstrated problem solving, and strong verbal and written communication skills. Ability to prioritize tasks, work on multiple assignments, and manage ambiguity. Ability to work both independently and as part of a team with professionals at all levels. Performs other duties as assigned

Requirements

Bachelor’s degree in Accounting, Finance, Business Administration, Public Administration, Economics
Must have at least two to four years unclaimed property consulting, state government auditing, or third-party auditing experience preferred
To perform this job successfully, an individual must have intermediate knowledge of Microsoft® Word, Access, Excel, PowerPoint, Outlook, and Internet navigation and research
Valid driver’s license required

Responsibilities

Create a positive team member experience
Responds to client inquiries and requests from tax authorities
Assists manager and clients in managing state unclaimed property audits and voluntary disclosure program reviews
Develops and coordinates records requests and collaborates with clients to gather needed documentation
Reviews records requested by auditor and other necessary records to ensure suitability for disclosure to auditors
Reviews general ledger chart of accounts and trial balances to identify areas of potential unclaimed property liability (like A/R and A/P)
Engages and facilitates client communication
Reviews and analyzes client data files to identify unclaimed property liability and creates schedules of potentially unclaimed items
Reviews and analyzes remediation support to determine unclaimed property status of individual items
Works with manager to develop strategy for mitigating potential liability
Prepares workbook of potential liability by property type
Drafts written reports detailing review and quantification methods
Researches state unclaimed property statutes
Assists with review and revision of company’s existing unclaimed property policies and procedures
Drafts and edits correspondence
Handles and safeguards confidential information
Desire to perform in a high-energy team environment
Demonstrated problem solving, and strong verbal and written communication skills
Ability to prioritize tasks, work on multiple assignments, and manage ambiguity
Ability to work both independently and as part of a team with professionals at all levels
Performs other duties as assigned