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Kodiak Unclaimed Property Consulting Manager

2 months ago


Dallas, United States HOUSTON APARTMENT FOUNDATION Full time

Job Description: Our unclaimed property practice is a proven leader in the industry, with a full-suite of services that include audit defense, voluntary disclosures, risk assessments, annual compliance outsourcing, search and location, and asset recovery. Our technology-focused solutions are designed to assist companies of all sizes and across all industries address every aspect of unclaimed property in the most effective and efficient manner possible. With our collaborative, team-based approach, we are able to apply the right blend of skills to each unique customer engagement. Whether a customer needs to complement an in-house unclaimed property team or outsource all of their unclaimed property responsibilities, we apply the appropriate level of services for each of our customer. Job responsibilities include, but are not limited to: Oversee and manage all facets of unclaimed property consulting projects including assessments, audit defense, voluntary disclosure agreement programs, and policy and procedures; 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, leading, and training junior staff; Develop and strengthen relationships with customer personnel through effective communication in order 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 current processes to implement technology that would provide greater efficiency and prove beneficial and cost effective; Monitor unclaimed property legislation and technical developments affecting unclaimed property consulting engagements; Identify and support market and prospect opportunities; Willing to travel up to 30%. Qualifications: Minimum of 5 years of unclaimed property professional expertise (prior consulting experience preferred); High quality verbal and written communication skills; Consistently produce high-quality, professional deliverables on schedule and budget; Self-motivated individual that possesses excellent time management and organizational skills; Demonstrate an understanding of complex unclaimed property concepts; Proven experience related to unclaimed property consulting engagements including audit defense, voluntary disclosure agreement programs, policy and procedures, or other similar services; Strong analytical and problem-solving skills; Proficient in Microsoft Office products, particularly Excel; Able to adapt to new environments, work effectively in varied situations and function in changing circumstances with minimum confusion or loss of productivity; BA/BS with a concentration in accounting, business administration, finance, engineering, or information systems (or similar degrees).

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