Sovos · 1 week ago
Unclaimed Property Consulting Manager
United States
Full-time
Remote
Senior Level
6+ years expSovos is a global leader in tax compliance solutions, focused on transforming compliance challenges into growth opportunities. The Consulting Manager for Unclaimed Property will lead projects to help organizations maintain compliance with state unclaimed property requirements while managing client relationships and mentoring junior staff.
Enterprise Resource Planning (ERP)Enterprise SoftwareFinancial ServicesSoftware
Responsibilities
Maintain strong client relationships through written and verbal communications and assist with cross-selling services including transition to Annual Compliance
Develop project plans and set challenging personal and client service team goals
Discuss project deliverables with team members to ensure thorough understanding of expected outcomes, budgets, and timelines
Review and oversee services provided to Complex Reporting Clients
Review client records and documents to identify areas of potential noncompliance and risks
Document and review potential exposures via word documents and Excel workbooks
Work with Senior Consulting Managers to develop strategy for mitigating potential liability on client projects
Analyze and quantify populations to determine potential liability by property type using Sovos proprietary software programs
Perform quality assurance review of client due diligence letters and state compliance reports
Document risks identified in existing unclaimed policies and procedures and provide recommendations for improvement
Conduct client interviews of accounting personnel
Review and deliver deliverables needed for state voluntary compliance programs
Support discussions with clients, external legal counsel, state administrators, and third-party auditors related to audit support
Train Consultants and Senior Consultants in work efforts needed to complete client deliverables
Monitor project budgets in accordance with client proposals and engagement letters
Qualification
Required
Bachelor's degree required; degree in Accounting or Finance preferred
6+ years of related work experience
4+ years of related work experience in the field of Unclaimed Property Consulting including familiarity with various state unclaimed property laws and auditing techniques
Strong written and oral communication skills with attention to detail
Ability to manage multiple engagements and competing projects in a rapidly growing, fast-paced, interactive, results-based team environment
Proficient technology skills, particularly MS Excel, Word, and PowerPoint
Ability to travel minimally (less than 25%) both domestic and international to Sovos locations and events
Due to client contractual obligations, the successful candidate will be asked to clear a background check and drug test upon hire
Benefits
Flexible Time-Off
Comprehensive Health, Dental and Vision benefits
401(k) with employee sponsored match
Bi-Weekly Meeting Free Days
Mentoring Programs
Globally recognized Training and Development programs
Tuition Reimbursement, Time off to Volunteer, Charitable Giving Match, and more!
Company
Sovos
Sovos provides IT-driven global tax, compliance, and trust solutions for businesses in an evolving regulatory landscape.
1001-5000 employees
H1B Sponsorship
Sovos has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (5)
2023 (4)
2022 (6)
2021 (3)
2020 (5)
Funding
Current Stage
Late StageTotal Funding
$118.8M2024-03-22Private Equity· $23.47M
2024-01-08Series Unknown· $7.22M
2023-06-29Series Unknown· $20.55M
Leadership Team
Kevin Akeroyd
CEO
David Woodworth
Chief Financial Officer
Recent News
Business Wire
2025-12-16
Company data provided by crunchbase