Tax Manager - Indirect Tax - Unclaimed Property and Escheat Services
About The Position
Join our globally integrated team of dedicated indirect tax professionals and you'll have the opportunity to combine your technical knowledge and industry understanding to identify, secure and recover unclaimed property for our clients. You'll combine analytical skills, client service and industry knowledge to uncover recovery opportunities, manage complex claims and deliver measurable financial value to clients. You'll likely spend much of your time engaging in the execution and delivery of unclaimed property asset recovery engagements, developing recovery strategies and overseeing complex claim portfolios to maximize asset recoveries and improve recovery outcomes. We'll look to you to develop strong relationships with our clients and government contacts, and team effectively with internal resources while developing and coaching junior members of the team. To make that happen, we'll look to you to leverage your expertise in unclaimed property recovery processes, claim administration and ownership research. You can expect to be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role.
Requirements
- A bachelor's degree preferably in accounting, finance, government, or business administration, and 5 years of related work experience.
- CPA certification, Member of the US Bar or professional designation from the IOFM.
- Excellent managerial, organizational, analytical and verbal/written communication skills.
Nice To Haves
- Technical expertise and experience related to unclaimed property asset recovery is preferred.
Responsibilities
- Lead asset recovery engagements, workstream delivery, track statuses and deliverables, and participate in client working sessions.
- Identify opportunities for additional services, contribute to RFPs, manage engagement economics, and implement resource plans and budgets.
- Guide teams, drive process improvements, and develop practical solutions to validate ownership, documentation, and recovery challenges.
- Assist in and help oversee researching, preparing, filing and monitoring claims with agencies and jurisdictions.
- Communicate directly with sources to resolve claim issues, obtain supporting documentation, and facilitate claim processing.
- Review complex ownership structures, mergers, acquisitions and successor relationships to support recovery claims.
- Contributing to client satisfaction by providing timely and responsive services and work products.
- Staying informed of current technical developments and effectively apply knowledge to client situations.
- Thoroughly and accurately analyze information; prepare quality, practical approaches to the client's unclaimed property situation and arrive at appropriate conclusions.
- Demonstrate an understanding of increasingly complex unclaimed property concepts.
- Participate in and contribute to achieving team goals.
Benefits
- medical and dental coverage
- pension and 401(k) plans
- a wide range of paid time off options
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What This Job Offers
Job Type
Full-time
Career Level
Manager
