Attorney in Milwaukee, WI

In-House

Milwaukee, WI

Attorney in Milwaukee, WI

Non-practicing Attorney

No

Locations Chicago, IL, United States of America and 10 more

SALT Manager, Unclaimed Property/Escheat - Chicago, IL, United States and 10 more

The SALT Manager, Unclaimed Property/Escheat, is responsible for advising clients on tax implications and other accounting matters related to unclaimed property compliance and consulting. This unique role requires a professional with strong tax and accounting skills to work in a consultative capacity, analyzing and modeling sporadic data sets to recommend courses of action and ensure compliance with state unclaimed property laws. The manager will also work closely with core tax and audit partners and senior managers to provide SALT expertise to clients.

Job Duties:

Conduct research on complex situations and provide recommendations
Obtain and manipulate data from clients for preparation of annual escheat returns
Utilize FSI Track and other systems for data gathering and import into FSI Track for return preparation
Identify and apply appropriate exemptions/deferrals
Perform reconciliations on gathered data to reported data
Respond to notices from state authorities
Assist with due diligence letter processing and client payment processing
Provide support during unclaimed property audits
Draft memorandums and opinions on escheat issues
Develop policies and procedures and address internal controls
Represent clients during audits and voluntary disclosures
Identify gift card planning opportunities and assist with implementation
Conduct client interviews, onsite visits, and workplans
Review general ledger detail, banking records, and other relevant data for escheat items
Prepare and review scheduling decks for analysis
Assist with client remediation procedures
Develop exposure quantification models
Assist with client refund review process
Apply all applicable state tax consulting specialties and confer with other professionals when necessary
Ensure engagement letters are adopted and manage engagements
Assist with developing selling strategies
Achieve/assist with securing annual business development goal of $250k - $350k+
Achieve 3-5 annual new business leads
Update CRM entries regularly
Actively participate in trade organizations and public speaking events
Manage client expectations and oversee and project manage multiple clients and projects simultaneously
Represent clients before tax authorities on contested issues
Utilize FSI Track, tax research databases, and other software for tasks
Maintain knowledge of various GL systems
Participate in learning and executing technology enhancements for unclaimed property group
Other duties as required

Supervisory Responsibilities:

Supervise SALT Senior Associates and Associates on assigned engagements and review work product
Train SALT Senior Associates, Associates, and Interns on relevant software
Evaluate performance and assist in setting goals for professional development
Provide periodic feedback and complete performance evaluations
Act as Career Advisor to SALT Senior Associates and Associates

Qualifications, Knowledge, Skills, and Abilities:

Education:

Bachelor's degree, preferably in Accounting

Experience:

5+ years of experience in tax, financial statement auditing, internal auditing, or forensic accounting in a public accounting firm or in-house organization
Prior supervisory experience

License/Certifications:

CPA certification, Attorney (admitted to practice in a . jurisdiction), or Internal Revenue Service Enrolled Agent (EA)

Software:

Proficiency in Microsoft Office Suite, specifically Excel and Word
Experience with Power BI, Alteryx, and other software

Other Knowledge, Skills & Abilities:

Excellent communication skills
Strong analytical and research abilities
Organizational skills and ability to meet project deadlines with attention to detail
Ability to multitask and work independently or in a team environment
Proven ability to work under tight deadlines and handle multiple projects simultaneously
Effective team management and delegation skills
Ability to build and maintain relationships with internal and client personnel
Executive presence and ability to act as primary ,000, with similar ranges for Maryland, NYC/Long Island/Westchester, and Washington DC.

About BDO:

Join us at BDO, where you will find more than just a career. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself while making a positive difference in the world. We offer flexibility, opportunities for advancement, and a commitment to diversity and inclusion.

Our purpose at BDO is to help people thrive every day, and we are committed to delivering exceptional and sustainable outcomes for our people, clients, and communities. As an ESOP company, we prioritize putting people first by sharing financial success with our . team. Our professionals provide assurance, tax, and advisory services to clients in the . and over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP), offering participants a stake in the firm's success through beneficial ownership and the chance to grow their wealth over time. We are committed to delivering exceptional experiences to middle market leaders and celebrating ingenuity and innovation to transform our business and help our clients transform theirs.

At BDO, we believe in focusing on resilience, sustainability, and diversity to positively impact our people, clients, and communities. Our Total Rewards program encompasses more than just traditional benefits and offers employees the opportunity to share in our growth and success.

Equal Opportunity Employer, including disability/vets.