8 years of experience in public accounting or related field
6 years of supervisory experience
Active CPA or equivalent certification
Proficiency in applicable technology
Strong verbal and written communication skills
High level of business integrity and leadership abilities
Willingness to travel as needed
Responsibilities
Lead the Unclaimed Property practice group with potential growth into a practice leader role
Identify growth opportunities and contribute to strategic direction
Engage in networking events and thought leadership initiatives
Develop marketing materials and thought leadership content
Build relationships with clients and referral sources
Collaborate with practice teams on client AUP issues
Manage large unclaimed property projects and compliance processes
Supervise consulting teams and manage personnel activities
Benefits
Opportunity for career advancement into a leadership role
Access to professional development and mentoring
Involvement in thought leadership and networking opportunities
Collaborative working environment with a focus on team culture
Comprehensive client management responsibilities
Potential for work autonomy in multi-faceted projects
Full Job Description
Job Description
#LI-AE1 #LI-Remote
Responsibilities
Essential Functions and Primary Duties
Serve as a senior leader within the Unclaimed Property practice group with opportunity to succeed into practice leader role
Assist leadership with identifying growth opportunities and contribute to the strategic direction of the practice
Participate in networking events, conferences, webinars, speaking opportunities, and other thought leadership initiatives.
Development of abandoned and unclaimed property ("AUP") thought leadership including marketing materials, articles, presentations, and client alerts.
Build and maintain relationships with existing and prospective clients, external legal counsel, private equity groups, or other referral sources.
Collaboration with CBIZ practice office teams to assist with client AUP issues
Management of large unclaimed property projects spanning multiple years (i.e., voluntary disclosures and audit controversy), including preparation/review of engagement deliverables (such as research, analysis conclusions, memoranda, working papers, etc.)
Management of annual compliance process (including review of annual reports, management of due diligence process, monitoring legislative updates, communications with clients, etc.)
Supervision of consulting and compliance team personnel, including mentoring and development.
Responsible for personnel management activities, including scheduling, training, recruiting, etc.
Responsible for client management and administration such as budgets, monthly billing, collections, financial performance, etc.
Excels in creative problem solving, critical thinking, and professional writing
Fosters a team environment; demonstrates support of management decisions and build a positive culture
Maintains and complies with the highest degree of professional standards, client confidentiality and personal conduct
Ability to multi-task, manage deadlines, prioritize tasks as necessary, think independently and problem solve in a results driven team oriented environment
Demonstrate ability to professionally communicate verbally and in writing both internally within CBIZ and externally with clients
Preferred Qualifications
Master's degree preferred in Accounting, Taxation or related field preferred
CPA or other relevant professional designation
8+ years of experience in the unclaimed property field
Qualifications
Minimum Qualifications
Bachelor's degree required
8 years of experience in public accounting or related field
6 years of supervisory experience
Must have active CPA or equivalent certification
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proven high level of business integrity, client service and leadership skills
Must be able to travel based on client and business needs
