Consultant, Abandoned and Unclaimed Property Compliance

Ryan; Plano (TX); Híbrido; USD 65 000 - 90 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Hybrid Work Options

Paid parental leave

Tuition Reimbursement

401K with match

Gym reimbursement

Resumo da oferta

Ryan is seeking an Abandoned and Unclaimed Property Consultant in a hybrid role in Plano, TX. You will assist with compliance tasks, prepare property reports, and coordinate state payments, while maintaining accuracy and strong communication with clients and teams.

The ideal candidate has a 4-year degree with accounting or finance focus, strong analytical skills, and the ability to work both independently and within a team.

Qualificações

• Bachelor’s degree in Accounting, Finance, Business Administration or related field with GPA requirements.
• No unclaimed property or audit experience required.
• Intermediate knowledge of MS Office and internet research.

Responsabilidades

• Assist with compliance of state unclaimed property laws and client inquiries.
• Prepare annual unclaimed property reports and mail search letters when required.
• Support senior consultants and management on client-related tasks.
• Maintain detailed process notes and ensure high accuracy.
• Communicate clearly with clients, state authorities, and team members.

Conhecimentos

Attention to detail

Analytical thinking

Problem solving

Communication skills

Team collaboration

Time management

Formação académica

Bachelor’s degree (Accounting/Finance/Business)

GPA 3.0+; Major GPA 3.25+

JD or Business Analytics (optional)

Ferramentas

Microsoft Word

Microsoft Access

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Descrição da oferta de emprego

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