Unclaimed Property Director | National Tax Office

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
• Exhibits ability to multi-task, manage deadlines, prioritize tasks as necessary, think independently and problem solve in a results driven team oriented environment
• Demonstrates ability to professionally communicate verbally and in writing both internally within CBIZ and externally with clients

Development

• 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.

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

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
• 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

About Us

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.