Tax Experienced Senior, State and Local Tax - Unclaimed Property

BDO USA, LLP • New Jersey, New Jersey • 2h ago

Job Summary:The Tax Experienced Senior, State and Local Tax - Unclaimed Property, applies industry knowledge and experience to clients by assisting in advising clients of the tax implications and other accounting related matters that affect their business objectives, with an emphasis on unclaimed property compliance and consulting. This is a very unique role that will allow a chosen professional the ability to use their tax and/or accounting skills (e.g., project management, reconciliation skills, financial auditing skills, accounting skills, problem solving skills, internal controls, process/system enhancements etc.) in a consultative capacity where sporadic data sets are obtained analyzed and modeled. The SALT Experienced Senior Associate, Unclaimed Property, will work with leadership to recommend alternate courses of action, as well as identify different methods of complying with unclaimed property statutes and regulations. In this role, the person will be charged with project management, participating in presentations to clients and states, coordinating compliance, audit defense and VDAs and other consulting engagements, managing client expectations and deliverables, working with leadership on marketing, networking and business development and recognizing potential changes in unclaimed property policy and applying new policies to compliance and consulting engagements. In addition, the SALT Experienced Senior Associate, Unclaimed Property, will work with the Core Tax and Audit Partners, Directors, and Senior Managers to provide SALT expertise to their clients.Job Duties:- Research - 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 the sources utilized prior to composing a detailed report of the research findings - Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) personnel, Department of Treasury, etc. - Routinely keeps abreast of latest relevant unclaimed property statutory, regulatory and case law changes - Unclaimed Property Compliance - Obtains and manipulates data from client to use in 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 data gathered to data reported - 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- Unclaimed Property Consulting - Drafts memorandums, opinions and other documentation on various escheat issues - Works with Unclaimed Property leadership to determines 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 consul

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