Unclaimed Property Director

Role Overview

• 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

Requirements

• 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