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Job Details

Unclaimed Property Consultant

Company name
True Partners Consulting LLC

Experience
-3 yrs required

Location
Dallas, TX, United States

Employment Type
Full-Time

Industry
Legal

Posted on
Dec 02, 2022

Apply for this job






Profile

Unclaimed Property Consultant

Responsibilities: Client data organization and document management. Reviewing client records (e.g., accounting documents, procedures, etc.) to identify areas of potential unclaimed property noncompliance. Conducting interviews of clients’ accounting and departmental personnel. Identifying clients’ potential unclaimed property exposure. Developing strategic plans to limit clients’ potential exposure. Presenting suggestions to clients to reduce potential exposure. Creating models by employing methodologies to calculate potential exposure. Assisting with the management of clients’ state unclaimed property audits. Aiding in drafting technically written memorandums. Interacting with clients, outside legal counsel, and state unclaimed property representatives. Assisting with analysis of clients’ unclaimed property policies and procedures. Preparing and filing of annual unclaimed property reports to all US jurisdictions.

Company info

True Partners Consulting LLC
14160 N. Dallas Parkway, Suite 607
Dallas
Texas
United States 75252
Website : http://www.tpctax.com

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