Senior Consultant
3 weeks ago
The Unclaimed Property Senior Consultant at Ryan, LLC works with a team to assist clients with unclaimed property services, including voluntary disclosures and audit defense. This role involves researching issues, reconciling databases, and completing detailed calculations. The ideal candidate will have analytical and problem-solving skills, coupled with strong people skills. Successful team members embody and demonstrate accountability, and are committed to pursuing excellence and driving revenue and profit for the Firm.
Key Responsibilities
• Create a positive team member experience, leading to excellent client service and driving revenue and profit for the Firm.
• Respond to client inquiries and requests from tax authorities, and assist Manager and clients in managing state unclaimed property audits.
• Review records requested by auditor and other necessary records to identify areas of potential noncompliance, and import client data files into unclaimed property software and make necessary updates.
• Work with client to develop strategy for mitigating the potential liability, and review General Ledger Chart of Accounts and Trial Balances.
• Assist with identifying categories of potential unclaimed property liability, and quantify potential liability by property type.
• Suggest strategies to reduce potential liability, and prepare reports, maintain workpaper files, and research client unclaimed property statutes and questions.
• Assist with analysis of company's existing unclaimed policies and procedures, conduct interviews of accounting personnel, and draft and edit correspondence.
• Handle and safeguard confidential information, and perform other duties as assigned.
Requirements
• Bachelor's degree in Accounting, Finance, Business Administration, Public Administration, Economics or other degree.
• Two to four years unclaimed property experience required, preferably in a consulting firm, state government or auditing experience.
• Intermediate knowledge of Microsoft Word, Access, Excel, PowerPoint, Outlook, and Internet navigation and research.
• Valid driver's license required.
Work Environment
The position requires regular interaction with employees and clients both in person, via e-mail and telephone, and occasional long periods of sitting or standing while working. Independent travel requirement: 20 - 40%
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