Note: The job is a remote job and is open to candidates in USA. Sovos is a provider of tax compliance technology and professional services that helps organizations navigate complex regulatory requirements. The Senior Consultant will support the Unclaimed Property consulting group by managing compliance assessments, voluntary disclosure agreements, audits, financial analyses, client engagements, and reporting activities. The role also involves developing risk mitigation strategies, maintaining project documentation, training team members, and using proprietary software and AI tools to improve analysis workflows.
Responsibilities
- Partner with senior leaders and clients to manage state unclaimed property risk assessments, Voluntary Disclosure Agreements, and audits
- Review client records, general ledgers, and trial balances to identify and quantify areas of potential noncompliance and risk, documenting findings in clear, structured formats
- Collaborate with Project Managers and Senior Reviewers to develop strategies that mitigate potential liabilities and improve compliance outcomes
- Analyze and quantify unclaimed property populations by property type using Sovos proprietary software (UPE, UPET, UPRT) and leverage AI tools to streamline data analysis and reporting workflows
- Prepare, track, and submit due diligence letters and state compliance reports, ensuring accuracy through quality control review
- Maintain organized work paper files, document client meetings and interviews, and provide timely updates on project status and budget considerations
- Contribute to team development by training new employees on client-specific workflows and industry tools, and participate in ongoing learning to deepen your expertise in unclaimed property and information security
Skills
- You have experience conducting compliance assessments, analyzing financial records, and managing client engagements in unclaimed property or a related compliance domain
- Background in accounting, finance, or related field through degree or equivalent experience
- Strong organizational and project management skills, with the ability to juggle multiple client engagements and meet deadlines
- Excellent written and verbal communication skills - you can translate complex compliance issues into clear, actionable guidance
- Proficiency with Microsoft Word and Excel, and comfort with AI-assisted workflows and emerging compliance technologies
- Ability to read and interpret state unclaimed property requirements, think creatively to solve client challenges, and work both independently and as part of a collaborative team
Benefits
- Global Mentoring Programs
- AI Tools and Technology from Day 1
- Continuous Learning and Development
- Language Learning Support
- Global Employee Recognition Platform and Programs
- Global Parental Leave Policy
- Flexible Time-Off
- Comprehensive Health, Dental and Vision Insurance
- 401(k) with company match
- HSA with Sovos match
- Tuition Reimbursement
- Volunteer Time Off and Charitable Giving Match
Company Overview