Consultant, Abandoned and Unclaimed Property Compliance
Ryan · Plano, TX · 4 wk ago
LegalFull-time
We need to output HTML fragment with headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. Remove boilerplate like EEO etc. Must preserve all substantive info.
We need to parse the posting.
First part: "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"
That's benefits. So Benefits section.
Then description: "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."
That's about the role / responsibilities.
Then "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."
That's responsibilities and skills.
Then "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."
That's qualifications/requirements.
Then "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."
That's skills.
Then "Certificates And Licenses Valid driver’s license required."
That's maybe a requirement.
Then "Supervisory Responsibilities This position has no supervisory responsibilities."
That's maybe a note but not needed.
Then "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%."
That's maybe schedule or work environment but not requested sections. We only have sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We have Benefits content. We have About the role (intro). We have Responsibilities (duties). We have Requirements (maybe education/experience). We have Qualifications (maybe similar). We have Skills (computer skills, driver's license). We have Pay? Not mentioned. No salary info. So we should NOT include Pay section. Schedule? Not mentioned specific schedule; only hybrid work options mentioned earlier? Actually "Hybrid Work Options" appears in the Why Ryan? bullet list. That's schedule info: hybrid work options. So we could include Schedule section with hybrid work options. The posting says "Hybrid Work Options" under Why Ryan? So we can treat that as schedule info. Also maybe "Independent travel requirement: Up to 10-20%" could be schedule but we can keep schedule as hybrid work options.
We must not include placeholder text like "commensurate with experience". Not present.
We need to output HTML fragment only.
Structure: maybe
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. Remove boilerplate like EEO etc. Must preserve all substantive info.
We need to parse the posting.
First part: "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"
That's benefits. So Benefits section.
Then description: "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."
That's about the role / responsibilities.
Then "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."
That's responsibilities and skills.
Then "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."
That's qualifications/requirements.
Then "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."
That's skills.
Then "Certificates And Licenses Valid driver’s license required."
That's maybe a requirement.
Then "Supervisory Responsibilities This position has no supervisory responsibilities."
That's maybe a note but not needed.
Then "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%."
That's maybe schedule or work environment but not requested sections. We only have sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We have Benefits content. We have About the role (intro). We have Responsibilities (duties). We have Requirements (maybe education/experience). We have Qualifications (maybe similar). We have Skills (computer skills, driver's license). We have Pay? Not mentioned. No salary info. So we should NOT include Pay section. Schedule? Not mentioned specific schedule; only hybrid work options mentioned earlier? Actually "Hybrid Work Options" appears in the Why Ryan? bullet list. That's schedule info: hybrid work options. So we could include Schedule section with hybrid work options. The posting says "Hybrid Work Options" under Why Ryan? So we can treat that as schedule info. Also maybe "Independent travel requirement: Up to 10-20%" could be schedule but we can keep schedule as hybrid work options.
We must not include placeholder text like "commensurate with experience". Not present.
We need to output HTML fragment only.
Structure: maybe About the role
...
etc. We need to use- for any list of duties/requirements/benefits. So for benefits we should list each benefit as
- . For duties we should list each duty as
- . For requirements/qualifications/skills we can list as
- if they are list items.
We need to preserve all substantive info; not invent.
Let's extract benefits list:
- 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
We should keep them as list items.
Now About the role: The paragraph(s) describing role. Could be one or two paragraphs. We'll combine into
. Responsibilities: list of duties from "Duties and responsibilities..." We'll extract each bullet-like sentence. Many sentences separated by periods. We'll create
- for each duty.
Let's list duties:
- Create a positive team member experience.
- Responds to client inquiries and requests from tax authorities.
- 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 (duplicate). We can keep one.
We may combine duplicates.
Now Requirements/Qualifications: 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.
Also Certificates and Licenses: Valid driver’s license required.
Computer Skills: intermediate knowledge of Microsoft Word, Access, Excel, PowerPoint, Outlook, and Internet navigation and research.
We could separate Requirements (education/experience) and Skills (computer skills, driver's license). But the instruction says use headings for Requirements, Qualifications, Skills. We have both. We could put education/experience under Requirements, and certifications/licenses under Qualifications, and computer skills under Skills. Or combine.
Better: Requirements: education/experience. Qualifications: certificates/licenses. Skills: computer skills.
Let's do that.
Now Schedule: Hybrid Work Options.
We'll output as
Schedule
Hybrid Work Options
maybe. Now ensure we don't include boilerplate like Equal Opportunity Employer etc. We removed. Now produce HTML fragment. We'll need to wrap each section in appropriate tags. Example:About the role
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.
Responsibilities
- Create a positive team member experience.
- Responds to client inquiries and requests from tax authorities.
- 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.
Requirements
- 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