Manager, Unclaimed Property & Escheatment Services

Aprio

Atlanta (GA)

On-site

USD 110,000 - 150,000

Full time

11 days ago
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Benefits offered by this job

Medical, Dental, and Vision Insurance
Flexible Spending Account
Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off
Parental Leave
Tuition Assistance Program
CPA support program with cash Incentve
Discretionary incentive compensation
Incentive compensation related to orig
Top rated wellness program
Flexible working environment including
remote and hybrid options

Job summary

Aprio is seeking a motivated Manager to join its Unclaimed Property and Escheatment Services group in Atlanta. You will lead engagements, manage budgets, mentor staff, and serve as primary client contact for key accounts.

This role focuses on compliance, risk assessment, and process improvement using data analytics and automation to deliver high-quality client service. With 5–7 years in consulting or related field, you will drive growth, supervise teams, and partner with state administrators and

Qualifications

  • Bachelor's degree in Accounting, Finance, Business, or related field.
  • 5+ years of experience in unclaimed property, SALT, accounting, consulting, audit, or regulatory compliance.
  • Strong project management and client relationship skills.
  • Experience leading teams and managing multiple engagements.
  • Excellent written and verbal communication skills.

Responsibilities

  • Manage unclaimed property consulting engagements, including compliance reporting, audit defense, VDAs, risk assessments, and remediation projects.
  • Serve as a primary client contact and trusted advisor for assigned engagements.
  • Review technical analyses, workpapers, reports, and client deliverables.
  • Lead discussions with clients, state administrators, and third-party auditors.
  • Supervise, mentor, and develop associates and senior associates.
  • Manage engagement budgets, staffing, timelines, and utilization.
  • Support business development efforts through proposals, presentations, networking, and cross-selling opportunities.
  • Identify opportunities to leverage technology, automation, and data analytics to improve service delivery.

Skills

Unclaimed property
SALT
Project management
Client relationship management
Leadership
Communication

Education

Bachelor's degree in Accounting, Finance, Business, or related field

Tools

Data analytics software
Automation tools

Job description

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio's Advisory Team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Manager to join their dynamic team.

We are seeking a motivated and detail-oriented Manager to join our Unclaimed Property and Escheatment Services team. This role is ideal for professionals with 5-7 years of consulting experience who are passionate about helping clients navigate complex compliance requirements and minimize risk related to unclaimed property.

Responsibilities
  • Manage unclaimed property consulting engagements, including compliance reporting, audit defense, VDAs, risk assessments, and remediation projects.
  • Serve as a primary client contact and trusted advisor for assigned engagements.
  • Review technical analyses, workpapers, reports, and client deliverables.
  • Lead discussions with clients, state administrators, and third-party auditors.
  • Supervise, mentor, and develop associates and senior associates.
  • Manage engagement budgets, staffing, timelines, and utilization.
  • Support business development efforts through proposals, presentations, networking, and cross-selling opportunities.
  • Identify opportunities to leverage technology, automation, and data analytics to improve service delivery.
Qualifications
  • Bachelor's degree in Accounting, Finance, Business, or related field.
  • 5+ years of experience in unclaimed property, SALT, accounting, consulting, audit, or regulatory compliance.
  • Strong project management and client relationship skills.
  • Experience leading teams and managing multiple concurrent engagements.
  • Excellent written and verbal communication skills.
Preferred Qualifications
  • Direct unclaimed property consulting experience.
  • Experience managing audit defense and voluntary disclosure engagements.
  • CPA, CMI, JD, MST, MBA, or similar professional credential.
  • Public accounting or consulting experience.
Expected Outcomes
  • Expand client service capacity and engagement management resources.
  • Improve staff development and supervision within the UPES practice.
  • Support revenue growth through enhanced client service and business development efforts.
  • Strengthen technical leadership and project execution across the practice.
Why work for Aprio

Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

Perks/Benefits we offer for full-time team members
  • Medical, Dental, and Vision Insurance on the first day of employment
  • Flexible Spending Account and Dependent Care Account
  • 401k with Profit Sharing
  • 9+ holidays and discretionary time off structure
  • Parental Leave – coverage for both primary and secondary caregivers
  • Tuition Assistance Program and CPA support program with cash incentive upon completion
  • Discretionary incentive compensation based on firm, group and individual performance
  • Incentive compensation related to origination of new client sales
  • Top rated wellness program
  • Flexible working environment including remote and hybrid options
What’s in it for you
  • - Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
  • - An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
  • - A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
  • - Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
  • - Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
  • - Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER

Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

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