Tax Experienced Associate- Unclaimed Property
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage. As an Unclaimed Property Associate, you will assist clients with their state unclaimed property reporting requirements and related consulting needs, applying your accounting and communication skills to deliver advisory and compliance services.
Responsibilities
- Organization and management of client data and documents
- Detailed reviews of client records (e.g., accounting documents, procedures, etc.) to identify areas of potential unclaimed property noncompliance
- Interviews of client accounting and operational personnel
- Identification of client’s potential unclaimed property exposure:
- Development of strategic plans to limit client’s potential exposure
- Presentation of suggestions to clients to reduce potential exposure
- Creation of models to calculate potential exposure
- Assistance with the management of clients’ state unclaimed property audits and voluntary disclosure agreements
- Support for drafting technical written memorandums
- Interaction with clients, outside legal counsel, and state unclaimed property representatives
- Preparation and filing of annual unclaimed property reports to multiple jurisdictions
Skills
- Bachelor's or master's degree in accounting or law, or a related degree in business
- Outstanding academic performance required, with a preferred GPA of 3.0 or above
- Relevant internship, work experience and/or involvement with a professional organization
- The ability to work effectively in a team environment with all levels of client personnel
- Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
- Organizational and analytical skills, initiative, adaptability
- Proficiency with Microsoft programs (Word, Excel, PowerPoint, etc.)
- Unclaimed Property experience is NOT required
- There is currently no immigration sponsorship available for this position
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