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Specialty Tax Services Associate, State and Local Tax Unclaimed Property - Summer 2024 - Philadelphia

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13d ago

đź’Ľ Graduate Job


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Graduate Job



  • The SALT Associate, Unclaimed Property, will be responsible for utilizing their educational background while working side-by-side with more experienced Unclaimed Property team members to apply basic 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 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 while under the supervision of a more experienced team member, 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 Associate, Unclaimed Property, will work with the National Unclaimed property team to help Core Tax and Audit Partners, Directors, and Senior Managers to provide SALT Unclaimed property expertise to their clients.


  • Education:
  • Bachelor’s degree in Accounting, Finance, or Statistics, required, OR
  • Bachelor’s degree in other focus area AND CPA certification, required
  • Experience:
  • Leadership experience, preferred
  • Accounting based internship, preferred
  • License/Certifications:
  • Eligible to sit for the CPA exams; progress towards admission to practice in a U.S. jurisdiction; progress towards Internal Revenue Service Enrolled Agent (“EA”) (or progress towards the equivalent of one of these designations) upon starting employment, preferred
  • Software:
  • Proficient in the use of Microsoft Office Suite, specifically Excel and Word, preferred
  • Experience with Power BI, Alteryx, and other software, preferred
  • Language:
  • N/A
  • Other Knowledge, Skills & Abilities:
  • Excellent verbal and written communication skills
  • Superior analytical and research skills
  • Solid organizational skills especially ability to meet project deadlines with a focus on details
  • Ability to successfully multi-task while working independently or within a group environment
  • Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
  • Capable of effective managing a team of tax professionals and delegating work assignments as needed
  • Capacity to build and maintain strong relationships with internal and client personnel
  • Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
  • Executive presence and ability to act as primary contact on assigned engagements
  • Ability to successfully interact with professionals at all levels
  • Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services
  • Advanced knowledge of sources of relevant information utilized in tax filings
  • Advanced knowledge and understanding of cause/effect for taxable conditions on clients and the potential tax issues

Education requirements


Area of Responsibilities



  • 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
  • Routinely keeps abreast of latest relevant unclaimed property statutory, regulatory and case law changes
  • Unclaimed Property Compliance:
  • Partner with National UP team and more experienced team members and while under their supervision conduct or perform the following task:
  • 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
  • Works with Unclaimed Property leadership to identify appropriate B2B and other exemptions/deferrals
  • Performs reconciliations on data gathered to data reported under the guidance of Unclaimed Property leadership
  • 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:
  • Partner with National UP team and more experienced team members and while under their supervision conduct or perform the following task:
  • 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 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
  • Actively involved in relevant trade organizations and public speaking, networking events where appropriate
  • Routinely updates CRM entries
  • Unclaimed Property Related Software:
  • 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 unclaimed property group
  • Other duties as required


Work type

Full time

Work mode


Application deadline

Feb 26, 2025