Unclaimed Property Director

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $230k - $260k / year

⏰ Full Time

🔴 Lead

💰 Tax

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CBIZ

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1996

🤝 B2B

💸 Finance

🏢 Enterprise

B2B • Finance • Enterprise

CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations.

📋 Description

• 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

🎯 Requirements

• 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