Tax Manager - Indirect Tax - Unclaimed Property and Escheat Services

Tax - Indirect - Unclaimed Property and Escheat Services - Manager 

 The opportunity

Join our globally integrated team of dedicated indirect tax professionals and you'll have the opportunity to combine your technical knowledge and industry understanding to identify,  secure and recover unclaimed property  for our clients. You'll combine analytical skills, client service and industry knowledge to uncover recovery opportunities, manage complex claims and deliver measurable financial value to clients. You'll likely spend much of your time engaging in the execution and delivery of unclaimed property asset recovery engagements, developing recovery strategies and overseeing complex claim portfolios to maximize asset recoveries and improve recovery outcomes.  We'll look to you to develop strong relationships with our clients and government contacts, and team effectively with internal resources while developing and coaching junior members of the team.  To make that happen, we'll look to you to leverage your expertise in unclaimed property recovery processes, claim administration and ownership research.  You can expect to be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role.

 

Your key responsibilities

Lead asset recovery engagements, workstream delivery, track statuses and deliverables, and participate in client working sessions. Identify opportunities for additional services, contribute to RFPs, manage engagement economics, and implement resource plans and budgets. Guide teams, drive process improvements, and develop practical solutions to validate ownership, documentation, and recovery challenges.

 

• Assist in and help oversee researching, preparing, filing and monitoring claims with agencies and jurisdictions
• Communicate directly with sources to resolve claim issues, obtain supporting documentation, and facilitate claim processing.
• Review complex ownership structures, mergers, acquisitions and successor relationships to support recovery claims
• Contributing to client satisfaction by providing timely and responsive services and work products
• Staying informed of current technical developments and effectively apply knowledge to client situations
• Thoroughly and accurately analyze information; prepare quality, practical approaches to the client's unclaimed property situation and arrive at appropriate conclusions
• Demonstrate an understanding of increasingly complex unclaimed property concepts.
• Participate in and contribute to achieving team goals

 

Skills and attributes for success

Client‑facing delivery leadership, disciplined quality and risk management, continuous improvement, and the ability to guide teams toward outcomes. Communicate with impact and bring commercial astuteness to drive growth. 

• Manage and deliver processes, solutions, and projects with a focus on quality and risk. 
• Lead or supervise professionals to deliver complex technical initiatives with accountability for results. 
• Interpret internal/external issues to recommend innovative, practical solutions. 
• Meet locally set performance metrics across client service, quality, sales, solution development, and teaming. 

 

To qualify for the role, you must have

• A bachelor's degree preferably in accounting, finance, government, or business administration, and 5 years of related work experience
• CPA certification, Member of the US Bar or professional designation from the IOFM
• Technical expertise and experience related to unclaimed property asset recovery is preferred
• Excellent managerial, organizational, analytical and verbal/written communication skills

 

What we look for

Leaders who balance client impact with quality and risk discipline, apply sound judgment to ambiguous problems, and elevate outcomes through team guidance, clear communication, and a global, inclusive mindset. Proactive about improvement, commercially savvy, and energized by collaboration with clients. 

 

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