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Manager, Unclaimed Property & Escheatment Services

Aprio
🇺🇸 United States
Hybrid
Manager or above
1 week ago
  • Regulatory Compliance
  • Pension
1 week ago
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Work with a Top 20 CPA and advisory firm that Accounts for Anything.  Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe.  By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio'sAdvisory Teamand you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Manager to join their dynamic team.  We are seeking a motivated and detail-oriented Manager to join our Unclaimed Property and Escheatment Services team. This role is ideal for professionals with 5-7 years of consulting experience who are passionate about helping clients navigate complex compliance requirements and minimize risk related to unclaimed property.  

Responsibilities:

  • Manage unclaimed property consulting engagements, including compliance reporting, audit defense, VDAs, risk assessments, and remediation projects.
  • Serve as a primary client contact and trusted advisor for assigned engagements.
  • Review technical analyses, workpapers, reports, and client deliverables.
  • Lead discussions with clients, state administrators, and third-party auditors.
  • Supervise, mentor, and develop associates and senior associates.
  • Manage engagement budgets, staffing, timelines, and utilization.
  • Support business development efforts through proposals, presentations, networking, and cross-selling opportunities.
  • Identify opportunities to leverage technology, automation, and data analytics to improve service delivery.

Qualifications:

  • Bachelor's degree in Accounting, Finance, Business, or related field.
  • 5+ years of experience in unclaimed property, SALT, accounting, consulting, audit, or regulatory compliance.
  • Strong project management and client relationship skills.
  • Experience leading teams and managing multiple concurrent engagements.
  • Excellent written and verbal communication skills.

    • Preferred Qualifications

  • Direct unclaimed property consulting experience.
  • Experience managing audit defense and voluntary disclosure engagements.
  • CPA, CMI, JD, MST, MBA, or similar professional credential.
  • Public accounting or consulting experience.
    • Expected Outcomes
  • Expand client service capacity and engagement management resources.
  • Improve staff development and supervision within the UPES practice.
  • Support revenue growth through enhanced client service and business development efforts.
  • Strengthen technical leadership and project execution across the practice.
Why work for Aprio:Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.  Perks/Benefits we offer for full-time team members:-Medical, Dental, and Vision Insurance on the first day of employment-Flexible Spending Account and Dependent Care Account-401k with Profit Sharing- 9+ holidays and discretionary time off structure-Parental Leave – coverage for both primary and secondary caregivers-Tuition Assistance Program and CPA support program with cash incentive upon completion-Discretionary incentive compensation based on firm, group and individual performance-Incentive compensation related to origination of new client sales-Top rated wellness program-Flexible working environment including remote and hybrid options  What’s in it for you:- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.  We call it the Aprio Way.  This shared mindset creates lasting relationships between team members and with clients.- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.  EQUAL OPPORTUNITY EMPLOYERAprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

Manager, Unclaimed Property & Escheatment Services · Aprio

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