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Consultant, Abandoned and Unclaimed Property Compliance

Ryan
Posted a month ago, valid for 15 days
Location

Tampa, FL 33689, US

Salary

$32,000 - $38,400 per year

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Contract type

Full Time

Paid Time Off
Tuition Reimbursement

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Sonic Summary

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  • The Abandoned and Unclaimed Property Consultant at Ryan is responsible for assisting clients with compliance of state unclaimed property laws while creating positive team member experiences.
  • Candidates should have a Bachelor’s degree in relevant fields and 9 accounting hours with a minimum GPA of 3.0, with no prior experience in unclaimed property or auditing required.
  • The role offers a hybrid work environment, generous PTO, and a salary range of $50,000 to $70,000 depending on experience.
  • Key responsibilities include analyzing client data, preparing reports, and communicating effectively with clients and tax authorities.
  • Ryan promotes a supportive culture with benefits such as 401K matching, tuition reimbursement, and a fertility assistance program.

Why Ryan?

  • Hybrid Work Options

  • Award-Winning Culture

  • Generous Personal Time Off (PTO) Benefits

  • 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)

  • Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement

  • Benefits Eligibility Effective Day One

  • 401K with Employer Match

  • Tuition Reimbursement After One Year of Service

  • Fertility Assistance Program

  • Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service

The Abandoned and Unclaimed Property Consultant ("Consultant") works with a team to assist clients with their compliance of state unclaimed property laws. Compliance activities may include frequently performing process-oriented tasks, mailing search letters to lost owners where required under law, assisting the project team with preparing annual unclaimed property reports, and coordinating state payments where applicable. Incumbent must be very detail oriented and exhibit excellent organizational skills. The Consultant is responsible for creating positive team member experiences, which lead to excellent client service and drive revenue and profit for the Firm. The ideal candidate with have strong analytical and problem-solving skills, coupled with strong people skills. Successful Ryan team members embrace and live Ryan’s values of Pursue Excellence, Wired to Win, Generosity Matters, Build Trust and Integrity Always and will embody and demonstrate accountability.

Duties and responsibilities, as they align to Ryan’s Key Results

People:

  • Create a positive team member experience.

Client:

  • Responds to client inquiries and requests from tax authorities.

Value:

  • Supports senior consultants and management in the AUP practice with client-related tasks and displays excellent communication skills.
  • Become technically proficient on Ryan’s unclaimed property reporting software.
  • Analyzes and processes client additions, removals, and updates to their unclaimed property database.
  • Identifies, prepares, mails, and tracks owner outreach letters sent where required by law.
  • Prepares and assembles state unclaimed property reports where required by law.
  • Prepares and maintains detailed notes regarding both state specific and client specific processes notes.
  • Utilizes strong grammar, spelling, and proofreading skills on all communications.
  • Handles tasks in a timely manner with a high degree of accuracy.
  • Demonstrates a strong work ethic and a high degree of integrity.
  • Organizes and prioritizes multiple tasks under time constraints.
  • Handles and safeguards confidential information.
  • Performs other duties as assigned
  • Desire to perform in a high-energy team environment.
  • Demonstrated problem solving, and strong verbal and written communication skills.
  • Ability to prioritize tasks, work on multiple assignments, and manage ambiguity.
  • Ability to work both independently and as part of a team with professionals at all levels.
  • Performs other duties as assigned.

Education and Experience:
Bachelor’s degree in Accounting, Finance, Business Administration, Public Administration, Economics or other degree with Masters in Business Discipline or JD, Business Analytics, or Business Computer Information Systems. Must have (9) Accounting hours with a  3.0 GPA or higher, and a Major GPA of 3.25. No unclaimed property, state government audit, or auditing experience required.  

Computer Skills:

To perform this job successfully, an individual must have intermediate knowledge of Microsoft® Word, Access, Excel, PowerPoint, Outlook, and Internet navigation and research.

Certificates and Licenses:

Valid driver’s license required.

Supervisory Responsibilities:

This position has no supervisory responsibilities.

Work Environment:
•    Standard indoor working environment.
•    Occasional long periods of sitting while working at computer.
•    Position requires regular interaction with employees at all levels of the Firm in person and via e-mail and telephone.
•    Position requires regular interaction with clients and interface with external vendors in person and via e-mail and telephone. 
•    Independent travel requirement: Up to 10-20%.  

Equal Opportunity Employer: disability/veteran




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