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Indirect Tax--Unclaimed Property and Escheat Services--Senior

Job in San Mateo, San Mateo County, California, 94409, USA
Listing for: EY
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 81700 - 135000 USD Yearly USD 81700.00 135000.00 YEAR
Job Description & How to Apply Below

Indirect Tax – Unclaimed Property and Escheat Services – Senior

Join EY’s globally integrated team of indirect tax professionals to identify risks and sustainable planning opportunities for our clients. In this role you’ll leverage technical expertise in compliance, audit defense, and consulting for abandoned and unclaimed property to provide effective processes, improve day‑to‑day reporting, reduce attribution errors and costs, and ensure indirect taxes are handled correctly.

Key Responsibilities
  • Support client consultations and challenge the unclaimed property and escheat approach for optimal effectiveness.
  • Develop strong relationships with clients and collaborate with internal resources.
  • Implement knowledge of unclaimed property concepts and requirements in client engagements.
Skills and Attributes for Success
  • Contributing to client satisfaction by providing timely and responsive services and work products.
  • Staying informed of current technical developments and applying knowledge to client situations.
  • Thoroughly and accurately analyzing information and preparing quality, practical approaches to the client’s unclaimed property situation.
  • Demonstrating an understanding of increasingly complex unclaimed property concepts.
  • Participating in and contributing to achieving team goals.
Qualifications
  • Required: Bachelor’s degree, 3+ years of related work experience.
  • Technical experience in compliance, audit defense, and consulting for abandoned and unclaimed property services.
  • Performance and process advisory experience in unclaimed property compliance.
  • Broad exposure to state and local taxation.
  • Excellent organizational, analytical, and verbal/written communication skills.
  • Willingness to travel as needed and ability to work in a balanced hybrid environment.
  • Preferred: Minimum of 2 years of relevant unclaimed property consulting experience within a professional services environment.
  • Ability to obtain CPA certification, membership in the US Bar, or professional designation from the IPT.
Benefits
  • Comprehensive compensation and benefits package with performance‑based rewards. Base salary range for this position in the U.S. is $81,700 to $135,000 (regional ranges may apply). Total Rewards includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
  • Hybrid model: most client‑serving roles work together in person 40–60% of the time.
  • Flexible vacation policy: you decide how much time off you need based on personal circumstances, with EY Paid Holidays, Winter/Summer breaks, personal/family care, and other leaves of absence.
EEO Statement

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities, including veterans with disabilities.

If you have a disability, please contact 1‑800‑EY‑HELP3 (Option 2 for candidate related inquiries, then Option 1 for candidate queries, then Option 2 for candidates with an inquiry) or email TSS at

Are you ready to shape your future with confidence? Apply today.

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Position Requirements
10+ Years work experience
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