Unclaimed Property Director

🕒 Julho 13

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $230.000 - $260.000 / ano

⏰ Tempo Integral

🔴 Especialista

👔 Diretor

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CBIZ

SiteLinkedInTodas as Vagas

10.000+ funcionários

Fundada em 1996

🛡️ Seguros

🏥 Saúde

🏭 Manufatura

Insurance • Healthcare • Manufacturing

A CBIZ é uma empresa nacional de serviços profissionais voltada para o mercado intermediário que oferece soluções de contabilidade, impostos, consultoria, benefícios, seguros e tecnologia para empresas e organizações. A empresa combina relacionamentos locais com recursos nacionais para entregar serviços incluindo auditoria e atestação (por meio de sua entidade contábil licenciada), planejamento e conformidade tributária, riscos e consultoria, administração de RH e benefícios, soluções de seguros, assessoria em investimentos e transações, e serviços de tecnologia e cibersegurança. A CBIZ se concentra em orientações específicas por indústria e insights orientados por dados para ajudar os clientes a crescer, gerenciar riscos e melhorar operações.

Descrição

• 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

🎯 Requisitos

• 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