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Senior Consultant- Unclaimed Property



United States · Remote
Posted on Thursday, June 6, 2024

Build your future with Sovos.

If you're seeking a career where innovation meets impact, you've come to the right place. As a global leader, Sovos is transforming tax compliance from a business requirement to a force for growth while revolutionizing how businesses navigate the ever-changing regulatory landscape. At Sovos, we're dedicated to more than just solving compliance challenges – we're committed to making a positive and lasting difference in everything we do. Our teams operate on the modern edge of digital technology, working not only to solve complex business challenges but also to enrich our personal, professional, and local communities.

Our purpose-built systems provide the tools you need to thrive in a world where governments demand increased visibility, faster reporting and greater control over business processes. Excited about the possibilities? So are we!

Don’t worry if you don't check all the boxes – apply anyway! We're focused on hiring the right people, not just the "right" resume. It's not about what you've done elsewhere; it's all about what you're capable of doing here.

The Work You'll Do:

The Unclaimed Property Consulting Services team offers clients unclaimed property advocacy and compliance support, upholding the highest professional standards and maintaining strict client confidentiality. The Senior Consultant's primary role is to assist senior leaders within Sovos' Unclaimed Property consulting group in client-related activities at the operational level. This includes reviewing records, ledgers, and accounts, proposing strategies to minimize liability, managing project progress, and generating reports. An ideal candidate should possess a strong grasp of unclaimed property compliance, advanced computer skills, and outstanding communication abilities.

More specifically you will:

75% of a Senior Consultant’s time is expected to be attributed to work efforts directly related to fulfilling client needs as defined below:

  • Work with senior leaders and clients to assist in managing state unclaimed property risk assessments, Voluntary Disclosure Agreements, and audits.
  • Review client records and other necessary documents to identify areas of potential noncompliance and risks.
  • Document potential exposures via word documents and excel workbooks.
  • Work with consulting team members to develop strategy for mitigating potential liabilities.
  • Draft initial version of meeting agendas and minutes and arrange meeting planners.
  • Perform initial analysis of General Ledger Chart of accounts and Trial Balances.
  • Assist with identifying categories of potential unclaimed property liability.
  • Analyze and quantify populations to determine potential liability by property type using Sovos proprietary software programs including UPET and UPRT
  • Prepare, tract, and provide copies of due diligence letters to clients. Record responses and update unclaimed property lists.
  • Prepare, track, and submit state compliance reports to the states and clients using Sovos proprietary software UPRT
  • Assist with quality control review of state reports and due diligence.
  • Maintain work paper files between SecureFT platform and internal folders.
  • Assist with analysis of company’s existing unclaimed policies and procedures.
  • Participate in client interviews of accounting personnel.

Required work efforts, not considered client specific, include, but are not limited to the following:

  • Record time invested in client projects with detailed explanation of work performed by 10:00 am Monday for the preceding week.
  • Review time entries on a weekly basis and monthly basis to verify accuracy and completeness of time entries and project comments.
  • Inform Senior Consulting Managers of timing and budget concerns immediately.
  • Participate in training to develop expertise in information security and unclaimed property related fields.
  • Internal meetings with Consulting team and others providing unclaimed property support

What We Need From You:

  • History of success working in similar roles with progressive responsibility, a period of that being in Unclaimed Property Consulting
  • Familiarity with various state unclaimed property laws and auditing techniques.
  • Strong written and oral communication skills, with attention to detail.
  • Ability to manage multiple engagements and competing projects in a rapidly growing, fast-paced, interactive, results-based team environment.
  • Proficient technology skills (in particular MS Excel, Word & PowerPoint).
  • Due to client contractual obligations– the successful candidate will have to clear a background check and drug test

What Does Sovos Offer You?

The tools to enhance your life - because we want you to enjoy your life outside of work and inside!

  • Flexible Time-Off
  • Bi-Weekly Meeting Free Days!
  • Mentoring Programs
  • Globally recognized Training and Development programs
  • 401(k) with Employer Matching
  • Employee sponsored health, dental, vision benefits
  • Fully paid leave options (parental, family, medical, etc.)

Sovos is an equal opportunity employer committed to providing an environment that celebrates diversity and where equal employment opportunities are available to all applicants and employees. We do not discriminate against race, color, religions, national origin, age, sex, marital status, physical or mental disability, veteran status, gender identity, sexual orientation, or any other characteristic provided by law. At Sovos, all employees are encouraged to bring their whole selves to work.

Company Background

Sovos is a global provider of tax, compliance and trust solutions and services that enable businesses to navigate an increasingly regulated world with true confidence. Purpose-built for always-on compliance capabilities, our scalable IT-driven solutions meet the demands of an evolving and complex global regulatory landscape. Sovos’ cloud-based software platform provides an unparalleled level of integration with business applications and government compliance processes.

More than 100,000 customers in 100+ countries – including half the Fortune 500 – trust Sovos for their compliance needs. Sovos annually processes more than three billion transactions across 19,000 global tax jurisdictions. Bolstered by a robust partner program more than 400 strong, Sovos brings to bear an unrivaled global network for companies across industries and geographies. Founded in 1979, Sovos has operations across the Americas and Europe, and is owned by Hg and TA Associates. For more information visit http://www.sovos.com and follow us on LinkedIn and Twitter.