Tax Manager – Unclaimed Property

BTVK Advisory is a leading advisory firm whose specialized professionals guide clients through an ever-changing business world helping them win now and anticipate tomorrow. BTVK Advisory and its affiliated entities have operations in North America South America Europe Asia and Australia. BTVK Advisorys ultimate parent entity Baker Tilly US LLP is an independent member of Baker Tilly International a worldwide network of independent accounting and business advisory firms in 141 territories with 43000 professionals and a combined worldwide revenue of $5.2 billion.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race color religion sex national origin disability or protected veteran status gender identity sexual orientation or any other legally protected basis in accordance with applicable federal state or local law.

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Responsibilities:

• Manage and oversee all aspects of the annual unclaimed property compliance reporting process across the Summer Fall and Spring reporting cycles for U.S. entities.
• Ensure timely completion of projects while adhering to engagement budgets state due diligence requirements and statutory filing deadlines.
• Prepare review and file annual unclaimed property reports across multiple U.S. jurisdictions in compliance with applicable regulations.
• Reconcile client databases to accurately track reported resolved and future-due unclaimed property balances.
• Process payment requests perform monthly bank reconciliations and support other payment-related activities.
• Research and interpret unclaimed property/escheatment laws across all U.S. jurisdictions including dormancy periods exemptions due diligence and remittance requirements.
• Coordinate and communicate effectively with internal stakeholders clients and property owners by providing timely project updates and resolving queries.
• Organize maintain and manage client documentation PBC (Prepared by Client) files and supporting compliance records.
• Support unclaimed property audits voluntary disclosure agreements (VDAs) and other state compliance initiatives.
• Mentor and guide junior team members by providing training reviewing work and supporting their professional development while contributing to process improvements and other assigned projects.

Qualifications:

• Bachelors degree in Accounting Finance Business Administration or a related discipline.
• Minimum of 5 years of hands-on experience in U.S. unclaimed property (escheatment) reporting and compliance.
• Experience with FSITrack or similar unclaimed property management software is preferred.
• General knowledge of U.S. GAAP.
• Strong understanding of unclaimed property laws and reporting requirements across multiple U.S. jurisdictions.
• Proficiency in Microsoft Office Suite particularly Excel Word and PowerPoint.
• Experience with automation and analytics tools such as Alteryx along with familiarity with AI platforms (e.g. ChatGPT) and other productivity technologies preferred.
• Strong analytical organizational and problem-solving skills with exceptional attention to detail.
• Excellent verbal and written communication skills with the ability to collaborate effectively across teams and interact with clients professionally.
• Demonstrated ability to manage multiple priorities meet tight deadlines adapt to changing business needs and work independently as well as in a collaborative team environment.