Unclaimed Property Director

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as a senior leader within the Unclaimed Property practice group with the potential to advance to a practice leader position.

• Support leadership in identifying growth prospects and aiding in the strategic direction of the practice.

• Engage in networking events, conferences, webinars, speaking engagements, and other thought leadership activities.

• Develop thought leadership regarding abandoned and unclaimed property (“AUP”), which includes creating marketing materials, articles, presentations, and client alerts.

• Establish and nurture relationships with current and potential clients, external legal advisors, private equity firms, and other referral sources.

• Collaborate with CBIZ practice office teams to address client AUP matters.

• Oversee large unclaimed property initiatives spanning multiple years (e.g., voluntary disclosures and audit controversies), which includes preparing and reviewing engagement deliverables (such as research, analysis conclusions, memoranda, working papers, etc.).

• Manage the annual compliance process (which includes reviewing annual reports, overseeing the due diligence process, monitoring legislative changes, and communicating with clients, etc.).

• Supervise consulting and compliance team members, focusing on mentoring and development.

• Handle personnel management tasks, including scheduling, training, recruiting, etc.

• Responsible for client management and administrative duties such as budgeting, monthly billing, collections, and financial performance.

• Demonstrates excellence in creative problem solving, critical thinking, and professional writing.

• Promotes a team-oriented environment; shows support for management decisions and cultivates a positive culture.

• Upholds and adheres to the highest standards of professional ethics, client confidentiality, and personal conduct.

• Capable of multitasking, meeting deadlines, prioritizing tasks effectively, thinking independently, and solving problems in a results-driven, team-oriented setting.

• Exhibits strong verbal and written communication skills, both internally within CBIZ and externally with clients.

⛳️ Requirements

• A bachelor's degree is required.

• 8 years of experience in public accounting or a related field.

• 6 years of supervisory experience.

• An active CPA or equivalent certification is mandatory.

• Ability to meet deadlines, handle multiple assignments, and prioritize tasks as needed.

• Proficient in the use of relevant technology.

• Proven ability to communicate verbally and in writing across all levels of the organization, both internally and externally.

• A demonstrated high level of business integrity, client service, and leadership abilities.

• Must be willing to travel based on client and business requirements.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health and wellness benefits.

• Opportunities for professional development and continuous learning.

• Flexible work arrangements to promote work-life balance.