About the Role
Title: SALT Manager – Unclaimed Property
Location: United States
Job Description:
At Wipfli, people count
The way you think makes you different. At Wipfli, we embrace that.
Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli.
We’re also focused on helping you achieve success with balance. From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team.
If you want to be in an environment where you can grow, feed your curiosity and make a difference, Wipfli is the place for you.
Responsibilities:
- Assist in the management of a growing unclaimed property consulting and compliance practice across multiple offices
- Provide excellent client service to a large portfolio of clients
- Ensure the accuracy and timely completion of multiple unclaimed property projects
- Work to improve processes, gain efficiencies and seek opportunities that prove beneficial and cost effective
- Supervise, mentor, and develop SALT associates
- Manage and develop colleague and community relationships
- Research unclaimed property and other tax matters impacting firm clients
- Participation in voluntary disclosure programs, technical research, exposure quantification, audit defense, and similar projects
- Provide project management support, and help manage client expectations through effective client communications, on a wide range of projects; lead and train Associate and Senior Associate team members on these projects
Qualifications:
- Bachelor’s degree in Accounting or Finance for closely related field from accredited college or university
- 5-7+ years unclaimed property experience; relating to compliance requirements, voluntary disclosure programs and other consulting experience
- At least 3+ years of experience managing unclaimed property engagements
- Professional verbal and written communication skills
- Strong analytical and problem-solving skills
- Experience with other state and local tax matters, is a plus
- This position has the ability to work remote
- CPA, CMI, JD, or LLM nice to have, but not required
- Working knowledge of Microsoft Office Suite applications and tax research tools