Manager, Unclaimed Property & Escheatment Services

Job description

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's **Advisory Team** and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a **Manager** to join their dynamic team. We are seeking a motivated and detail-oriented Manager to join our Unclaimed Property and Escheatment Services team. This role is ideal for professionals with 5-7 years of consulting experience who are passionate about helping clients navigate complex compliance requirements and minimize risk related to unclaimed property. ### Responsibilities: - Manage unclaimed property consulting engagements, including compliance reporting, audit defense, VDAs, risk assessments, and remediation projects. - Serve as a primary client contact and trusted advisor for assigned engagements. - Review technical analyses, workpapers, reports, and client deliverables. - Lead discussions with clients, state administrators, and third-party auditors. - Supervise, mentor, and develop associates and senior associates. - Manage engagement budgets, staffing, timelines, and utilization. - Support business development efforts through proposals, presentations, networking, and cross-selling opportunities. - Identify opportunities to leverage technology, automation, and data analytics to improve service delivery. ### Qualifications: - Bachelor's degree in Accounting, Finance, Business, or related field. - 5+ years of experience in unclaimed property, SALT, accounting, consulting, audit, or regulatory compliance. - Strong project management and client relationship skills. - Experience leading teams and managing multiple concurrent engagements. - Excellent written and verbal communication skills. **Preferred Qualifications** - Direct unclaimed property consulting experience. - Experience managing audit defense and voluntary disclosure engagements. - CPA, CMI, JD, MST, MBA, or similar professional credential. - Public accounting or consulting experience. **Expected Outcomes** - Expand client service capacity and engagement management resources. - Improve staff development and supervision within the UPES practice. - Support revenue growth through enhanced client service and business development efforts. - Strengthen technical leadership and project execution across the practice.