Asset Recovery Manager - Indirect Tax - Unclaimed Property and Escheat Services
EY · San Antonio, United States · 7d ago
Location: Anywhere in Country
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Tax - Indirect - Unclaimed Property and Escheat Services - Manager
The opportunity
Join our globally integrated team of dedicated indirect tax professionals and you'll have the opportunity to combine your technical knowledge and industry understanding to identify, secure and recover unclaimed property for our clients. You'll combine analytical skills, client service and industry knowledge to uncover recovery opportunities, manage complex claims and deliver measurable financial value to clients. You'll likely spend much of your time engaging in the execution and delivery of unclaimed property asset recovery engagements, developing recovery strategies and overseeing complex claim portfolios to maximize asset recoveries and improve recovery outcomes. We'll look to you to develop strong relationships with our clients and government contacts, and team effectively with internal resources while developing and coaching junior members of the team. To make that happen, we'll look to you to leverage your expertise in unclaimed property recovery processes, claim administration and ownership research. You can expect to be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role.
Your key responsibilities
Lead asset recovery engagements, workstream delivery, track statuses and deliverables, and participate in client working sessions. Identify opportunities for additional services, contribute to RFPs, manage engagement economics, and implement resource plans and budgets. Guide teams, drive process improvements, and develop practical solutions to validate ownership, documentation, and recovery challenges.
- Assist in and help oversee researching, preparing, filing and monitoring claims with agencies and jurisdictions
- Communicate directly with sources to resolve claim issues, obtain supporting documentation, and facilitate claim processing.
- Review complex ownership structures, mergers, acquisitions and successor relationships to support recovery claims
- Contributing to client satisfaction by providing timely and responsive services and work products
- Staying informed of current technical developments and effectively apply knowledge to client situations
- Thoroughly and accurately analyze information; prepare quality, practical approaches to the client's unclaimed property situation and arrive at appropriate conclusions
- Demonstrate an understanding of increasingly complex unclaimed property concepts.
- Participate in and contribute to achieving team goals
Skills and attributes for success
Client‑facing delivery leadership, disciplined quality and risk management, continuous improvement, and the ability to guide teams toward outcomes. Communicate with impact and bring commercial astuteness to drive growth.
- Manage and deliver processes, solutions, and projects with a focus on quality and risk.
- Lead or supervise professionals to deliver complex technical initiatives with accountability for results.
- Interpret internal/external issues to recommend innovative, practical solutions.
- Meet locally set performance metrics across client service, quality, sales, solution development, and teaming.
To qualify for the role, you must have
- A bachelor's degree preferably in accounting, finance, government, or business administration, and 5 years of related work experience
- CPA certification, Member of the US Bar or professional designation from the IOFM
- Technical expertise and experience related to unclaimed property asset recovery is preferred
- Excellent managerial, organizational, analytical and verbal/written communication skills
What we look for
Leaders who balance client impact with quality and risk discipline, apply sound judgment to ambiguous problems, and elevate outcomes through team guidance, clear communication, and a global, inclusive mindset. Proactive about improvement, commercially savvy, and energized by collaboration with clients.
Are you ready to shape your future with confidence? Apply today.
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $105,100 to $192,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $126,100 to $218,900. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year.
- Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
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