SALT Senior Manager, Unclaimed Property

Full-time

No

330 North Wabash Avenue, Chicago, IL, 60611, US 130 E. Randolph Street, Suite 2800, Chicago, IL, 60601, US 575 Market Street, Suite 3100, San Francisco, CA, 94105, US 999 Third Avenue, 33rd Floor, Seattle, WA, 98104, US 1919 North Lynn Street, Arlington, VA, 22209, US 1212 Avenue of the Americas, 24th Floor, New York, NY, 10036, US 100 Park Avenue, Suite 1200, New York, NY, 10017, US 130 East Randolph Street, Chicago, IL, 60601, US 100 Park Avenue, Suite 1200, New York, NY, 10017, US 130 East Randolph Street, Chicago, IL, 60601, US 1919 North Lynn Street, Arlington, VA, 22209, US 575 Market Street, Suite 3100, San Francisco, CA, 94105, US 999 Third Avenue, 33rd Floor, Seattle, WA, 98104, US 2929 Allen Parkway, Houston, TX, 77019, US 330 North Wabash Avenue, Chicago, IL, 60611, US 130 E. Randolph Street, Suite 2800, Chicago, IL, 60601, US 575 Market Street, Suite 3100, San Francisco, CA, 94105, US 1919 North Lynn Street, Arlington, VA, 22209, US 1212 Avenue of the Americas, 24th Floor, New York, NY, 10036, US 100 Park Avenue, Suite 1200, New York, NY, 10017, US 130 East Randolph Street, Chicago, IL, 60601, US 100 Park Avenue, Suite 1200, New York, NY, 10017, US 130 East Randolph Street, Chicago, IL, 60601, US 1919 North Lynn Street, Arlington, VA, 22209, US 575 Market Street, Suite 3100, San Francisco, CA, 94105, US 999 Third Avenue, 33rd Floor, Seattle, WA, 98104, US 2929 Allen Parkway, Houston, TX, 77019, US 330 North Wabash Avenue, Chicago, IL, 60611, US 130 E. Randolph Street, Suite 2800, Chicago, IL, 60601, US 575 Market Street, Suite 3100, San Francisco, CA, 94105, US 1919 North Lynn Street, Arlington, VA, 22209, US 1212 Avenue of the Americas, 24th Floor, New York, NY, 10036, US 100 Park Avenue, Suite 1200, New York, NY, 10017, US 130 East Randolph Street, Chicago, IL, 60601, US 100 Park Avenue, Suite 1200, New York, NY, 10017, US 130 East Randolph Street, Chicago, IL, 60601, US 1919 North Lynn Street, Arlington, VA, 22209, US 575 Market Street, Suite 3100, San Francisco, CA, 94105, US 999 Third Avenue, 33rd Floor, Seattle, WA, 98104, US 2929 Allen Parkway, Houston, TX, 77019, US 330 North Wabash Avenue, Chicago, IL, 60611, US 130 E. Randolph Street, Suite 2800, Chicago, IL, 60601, US 575 Market Street, Suite 3100, San Francisco, CA, 94105, US 1919 North Lynn Street, Arlington, VA, 22209, US 1212 Avenue of the Americas, 24th Floor, New York, NY, 10036, US 100 Park Avenue, Suite 1200, New York, NY, 10017, US 130 East Randolph Street, Chicago, IL, 60601, US 100 Park Avenue, Suite 1200, New York, NY, 10017, US 130 East Randolph Street, Chicago, IL, 60601, US 1919 North Lynn Street, Arlington, VA, 22209, US 575 Market Street, Suite 3100, San Francisco, CA, 94105, US 999 Third Avenue, 33rd Floor, Seattle, WA, 98104, US 2929 Allen Parkway, Houston, TX, 77019, US 330 North Wabash Avenue, Chicago, IL, 60611, US 130 E. Randolph Street, Suite 2800, Chicago, IL, 60601, US 575 Market Street, Suite 3100, San Francisco, CA, 94105, US 1919 North Lynn Street, Arlington, VA, 22209, US 1212 Avenue of the Americas, 24th Floor, New York, NY, 10036, US 100 Park Avenue, Suite 1200, New York, NY, 10017, US 130 East Randolph Street, Chicago, IL, 60601, US 100 Park Avenue, Suite 1200, New York, NY, 10017, US 130 East Randolph Street, Chicago, IL, 60601, US 1919 North Lynn Street, Arlington, VA, 22209, US 575 Market Street, Suite 3100, San Francisco, CA, 94105, US 999 Third Avenue, 33rd Floor, Seattle, WA, 98104, US 2929 Allen Parkway, Houston, TX,

routinely keeps abreast of latest relevant unclaimed property statutory, regulatory and case law changes
unclaimed property compliance
obtains and manipulates data from client to use in preparation of annual escheat returns
uses fsi track, bdo global portal and other systems for data gathering
imports data into fsi track and prepares returns
identifies appropriate b2b and other exemptions/deferrals
performs reconciliations on data gathered to data reported
composes responses to notices from state authorities
assists with due diligence letter processing
assists with client payment processing
provides assistance with exam support
communicates routinely with clients and up team members
unclaimed property consulting
drafts memorandums, opinions and other documentation on various escheat issues
determines escheat planning process
develops policy and procedures, address internal controls
represents clients on unclaimed property audits, mitigating exposures and assisting with best practices
represents clients on voluntary disclosures mitigating exposures and assisting with best practices
assists with identifying gift card planning opportunities and implementation
conducts client interviews, onsite visits, workplans, etc. showing transactions are not owed)
develops exposure quantification models to calculate escheat exposures
assists with client refund review process
applies all applicable state tax consulting sub-specialties and confers with other sts professionals when appropriate
ensures escheat engagement letters are adopted prior to engagement work commencing and manages engagements
assists in the development of consultative selling strategies
responsible for achieving/assisting with securing a $500k - $750k+ annual business development goal
responsible for achieving 5-10 annual new business leads
routinely updates crm entries
actively involved in relevant trade organizations and public speaking, networking events
manages the expectations of assigned clients
oversees and project manages multiple clients and projects simultaneously
unclaimed property controversy
represents clients before any tax authority on contested issues
unclaimed property related software
utilizes fsi track, tax research databases and other tax-related software in the completion of assigned tasks
maintains working knowledge of various gl systems (sap, oracle, jd edwards, as/400, epicor, etc. jurisdiction), or internal revenue service enrolled agent (“ea”) (or the equivalent of one of these designations), preferred

software:

proficient in the use of microsoft office suite, specifically excel and word, required
experience with power bi, alteryx, and other software, preferred

language:

n/a

other knowledge, skills & abilities:

excellent verbal and written communication skills
superior analytical and research skills
solid organizational skills especially ability to meet project deadlines with a focus on details
ability to successfully multi-task while working independently or within a group environment
proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
capable of effective managing a team of tax professionals and delegating work assignments as needed
capacity to build and maintain strong relationships with internal and client personnel
ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
executive presence and ability to act as primary contact on assigned engagements
ability to successfully interact with professionals at all levels
advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services
advanced knowledge of sources of relevant information utilized in tax filings
advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential tax issue





individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography

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