Consultant, Unclaimed Property

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DMA - DuCharme, McMillen & Associates, Inc.

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B2B • Finance • SaaS

<DMA - DuCharme, McMillen & Associates, Inc. > is a global tax advisory, compliance, and technology services firm that helps corporations manage indirect and corporate tax obligations. The firm provides audit and recovery, transaction tax, property and income tax services, tax compliance support, and tax-technology consulting and software solutions across industries. DMA positions itself as an employee-owned, client-centered partner serving corporate clients with advisory, automation, and recovery services to minimize tax burden and improve tax function efficiency.

501 - 1000 employees

Founded 1972

🤝 B2B

💸 Finance

☁️ SaaS

📋 Description

• The Consultant provides unclaimed property compliance and consulting services. • The individual will be responsible for managing their own client portfolio, including the preparation and submission of jurisdictional unclaimed property reports on a seasonal schedule. • Core responsibilities include performing and assisting with data modeling and standardization, reconciling financial system general ledgers, and contributing to process automation initiatives. • Identify, research, and document potential unclaimed property in accordance with jurisdictional requirements. • Standardize client source data using technology-driven solutions to ensure accuracy and consistency. • Conduct data analytics and system reviews to organize, validate, and integrate unclaimed property records. • Generate and distribute due diligence letters in compliance with statutory requirements. • Manage, track, and organize owner responses, ensuring timely follow-up and resolution. • Process reissuance of payments to verified property owners. • Conduct basic unclaimed property research under supervision, supporting more complex analyses. • Prepare and remit unclaimed property reports and funding requests in alignment with state-specific deadlines and calendars. • Communicate effectively in both written and verbal formats with internal teams and external clients. • Stay current on unclaimed property regulations and technical developments, and apply this knowledge to client engagements.

🎯 Requirements

• Bachelor’s degree in Accounting, Finance, Business Administration, Economics, or a related field required • 1 -3 years of relevant experience in unclaimed property compliance, consulting, accounting, audit, tax, or financial operations preferred • Strong proficiency in Microsoft Excel (e.g., pivot tables, formulas, data analysis); experience with data tools like Alteryx, Power BI, or SQL a plus • Solid understanding of financial statements and general ledger structures • Ability to analyze large datasets and translate complex information into actionable insights • Strong organizational skills and ability to manage multiple projects with shifting deadlines • Excellent written and verbal communication skills; client-facing experience is a bonus • Detail-oriented with a commitment to accuracy and compliance • Willingness to learn and stay current with evolving unclaimed property laws and reporting requirements • Accountable and adaptable, with special adherence to time management under crucial deadlines • Availability to travel as needed • CPA, CFE, or other relevant certification a plus but not required • Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.

🏖️ Benefits

• Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation) • Company paid parental leave • Generous time off package • Multiple benefit plans, eligibility begins on day one of employment • Culturally focused on work/life balance, mental health, and the overall wellness of our employees