Unclaimed Property Director | National Tax Office

#LI-AE1 #LI-Remote

Essential Functions and Primary Duties

• Serve as a senior leader within the Unclaimed Property practice group with opportunity to succeed into practice leader role

• Assist leadership with identifying growth opportunities and contribute to the strategic direction of the practice

• Participate in networking events, conferences, webinars, speaking opportunities, and other thought leadership initiatives.

• Development of abandoned and unclaimed property (“AUP”) thought leadership including marketing materials, articles, presentations, and client alerts.

• Build and maintain relationships with existing and prospective clients, external legal counsel, private equity groups, or other referral sources.

• Collaboration with CBIZ practice office teams to assist with client AUP issues

• Management of large unclaimed property projects spanning multiple years (i.e., voluntary disclosures and audit controversy), including preparation/review of engagement deliverables (such as research, analysis conclusions, memoranda, working papers, etc.) 

• Management of annual compliance process (including review of annual reports, management of due diligence process, monitoring legislative updates, communications with clients, etc.)

• Supervision of consulting and compliance team personnel, including mentoring and development.  

• Responsible for personnel management activities, including scheduling, training, recruiting, etc.

• Responsible for client management and administration such as budgets, monthly billing, collections, financial performance, etc.

• Excels in creative problem solving, critical thinking, and professional writing

• Fosters a team environment; demonstrates support of management decisions and build a positive culture

• Maintains and complies with the highest degree of professional standards, client confidentiality and personal conduct

• Ability to multi-task, manage deadlines, prioritize tasks as necessary, think independently and problem solve in a results driven team oriented environment

• Demonstrate ability to professionally communicate verbally and in writing both internally within CBIZ and externally with clients

Preferred Qualifications

• Master's degree preferred in Accounting, Taxation or related field preferred

• CPA or other relevant professional designation

• 8+ years of experience in the unclaimed property field

Minimum Qualifications 

• Bachelor's degree required
• 8 years of experience in public accounting or related field
• 6 years of supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proven high level of business integrity, client service and leadership skills
• Must be able to travel based on client and business needs