The Unclaimed Property Consultant (“Consultant”) works with a team to assist clients with unclaimed property services, including voluntary disclosures and audit defense.
This includes researching issues, reviewing Client documentation, and completing detailed schedules of potentially unclaimed items.
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 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 state unclaimed property administrators and auditors.
Value:
Assists Manager and clients in managing state unclaimed property audits.
Reviews records requested by auditor and other necessary records to identify areas of potential noncompliance.
Imports, inventories and organizes client data and files.
Works with manager to develop strategy for mitigating the potential liability.
Reviews General Ledger Chart of Accounts and Trial Balances.
Assists with identifying categories of potential unclaimed property liability.
Quantifies potential liability by property type.
Suggests strategies to reduce potential liability.
Prepares draft Voluntary Disclosure Agreement Methodology reports.
Researches client unclaimed property statutes and questions.
Assists with analysis of company’s existing unclaimed policies and procedures.
Drafts and edits correspondence and meeting agendas.
Handles and safeguards confidential information.
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.
One to three years unclaimed property, state government audit or auditing experience preferred.
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:
N/A
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
New York NY Salary: 74,800 - $93, 500
Certain roles may be eligible for incentive compensation.
Los Angeles CA Salary: $68, 600 - $85, 800
Certain roles may be eligible for incentive compensation.
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