Tax Senior, State and Local Tax - Unclaimed Property

Tax Senior, State and Local Tax - Unclaimed Property

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The Tax Senior, State and Local Tax – Unclaimed Property applies industry knowledge and experience to advise clients on the tax implications and accounting matters that affect their business objectives, with an emphasis on unclaimed property compliance and consulting. The role involves project management, client presentations, coordinating compliance and audit defense, managing deliverables, marketing, networking, business development, and applying new policies to engagements.

The SALT Senior Associate also works with Core Tax, Audit Partners, Directors, and Senior Managers to provide SALT expertise.

• Identifies complex situations when research is necessary, providing an outline of the issue(s) and the appropriate source of research to be conducted.
• Analyzes researched facts and sources prior to composing a detailed report.
• Develops relationships with in‑state and out‑of‑state Departments of Tax/Revenue, Department of Treasury, etc.
• Stays abreast of latest relevant unclaimed property statutory, regulatory, and case law changes.

• Obtains and manipulates client data for preparation of annual escheat returns.
• Uses FSI Track, BDO Global Portal and other systems for data gathering.
• Imports data into FSI Track and prepares returns.
• Identifies appropriate B2B and other exemptions/deferrals.
• Performs reconciliations on gathered data versus reported data.
• Composes responses to notices from state authorities.
• Assists with due diligence letter processing.
• Assists with client payment processing.
• Provides assistance with exam support.
• Communicates routinely with clients and UP team members.

• Drafts memorandums, opinions, and other documentation on various escheat issues.
• Works with Unclaimed Property leadership to determine escheat planning process.
• Participates in developing policy and procedures, addressing internal controls.
• Represents clients on unclaimed property audits, mitigating exposures and assisting with best practices.
• Represents clients on voluntary disclosures, mitigating exposures and assisting with best practices.
• Assists with identifying gift card planning opportunities and implementation.
• Assists UP leadership with client interviews onsite visits, workplans, etc.
• Compiles and organizes general ledger detail, banking records, and other relevant source data for escheat items.
• Prepares and reviews scheduling decks of sporadic data into Unclaimed Property templates for analysis.
• Assists clients with remediation procedures (e.g., showing transactions are not owed).
• Develops exposure quantification models to calculate escheat exposures.
• Assists with client refund review process.
• Applies all applicable state tax consulting sub‑specialties and confers with other STS professionals when appropriate.
• Ensures escheat engagement letters are adopted prior to engagement work commencing and manages engagements.
• Assists UP leadership with the development of consultative selling strategies.
• Actively involved in relevant trade organizations and public speaking, networking events where appropriate.
• Routinely updates CRM entries.
• Manages the expectations of assigned clients.
• Works with UP leadership to project‑manage multiple clients and projects simultaneously.

• Utilizes FSI Track, tax research databases and other tax‑related software in the completion of assigned tasks.
• Maintains working knowledge of various GL systems (SAP, Oracle, JD Edwards, AS/400, Epicor, etc.).
• Participates in learning and executing technology enhancements for the unclaimed property group.

• May supervise the day‑to‑day workload of SALT Experienced Associates and Associates on assigned engagements and review work product.
• Ensures SALT Experienced Associates, Associates and Interns are trained on all relevant software.
• May evaluate the performance of SALT, Experienced Associates and Associates and assist in the development of goals and objectives to enhance professional development.
• Delivers periodic…