Unclaimed Property Senior


Job Details

What is Clearview?

Clearview is a dynamic firm, committed to a culture of excellence, offering accounting & finance, risk advisory, audit, tax, technology advisory, data analytics, HR and other consulting services. Our mission is to build lasting relationships as well as change the way our clients feel about the accounting and consulting industry through our daily actions. Our firm was built on the principles of accountability, belief, commitment, courage, gratitude, loyalty, respect, and trust. It is not just about the work (the what ), it is also about our approach (the how )! Our employees understand the importance of supporting one another and focusing on our greater business objectives. Multiple times, Clearview has been awarded as a Best Place to Work in Baltimore and is one of the fastest growing CPA and Management consulting firms in the country.

To learn more about, visit www.clearviewgroup.us or


What opportunity is available?

Clearview s State & Local Tax Practice (SALT) is looking to hire a full-time Unclaimed Property Senior. This person will report directly to the Director of SALT. Our firm is headquartered in Owings Mills, Maryland and while this new hire may often work remotely, s/he will be required to commute to our corporate office and travel to client/prospect meetings, conferences, etc., as dictated by business need


Who works here and why?

Employees at Clearview bring expertise from Fortune 100, Big 4 Accounting, and other industry leaders to work for our clients. They chose Clearview because of our inviting, entrepreneurial culture and bias towards action. Our employees believe business should be personal and thus make solving clients business problems the top priority, delivering results that make a real impact on their bottom line.


What s in it for you?

Clearview s comprehensive benefits include, but are not limited to

  • a 401k plan with a partial company match
  • paid holidays
  • PTO
  • medical, dental, & vision insurance
  • opportunity for advancement
  • an employee-centric culture focused on camaraderie
  • even an annual firm-sponsored trip for employees and guests!

Clearview is not a typical consulting firm. Instead it s a fun, engaging, environment where employees care about each other and genuinely enjoy being together.

What will this new hire do?

The Senior will focus on handling multiple client projects in relation to the completion of various unclaimed property consulting and compliance engagements. This person will provide timely, high quality client service that meets or exceeds client expectations. Specific responsibilities include:

  • Consistently demonstrating a thorough knowledge of each client s business and related needs with a focus on maintaining and expanding client relationships
  • Become an active member of the Unclaimed Property Professionals Organization ("UPPO")
  • Point of contact with client on various consulting projects including Audit Defense projects or Delaware Voluntary Disclosure Agreements ("VDA")
  • Anticipate and address client concerns and escalate issues as they arise
  • Coaching, motivating, and developing team members
  • Communicate extensively with clients to drive expectations and report on the status of ongoing projects
  • Understand Clearview s lines of businesses and share information with clients as appropriate to make introductions to others in the Firm and maximize cross-selling opportunities
  • Identify and communicate personal property, real property tax and sales and use tax matters, as well as all state & local tax matters to the State & Local Tax Director
  • Subscribe to and actively read industry publications sharing relevant information with clients as applicable
  • Provide exceptional client service to clients and always serve as a positive brand ambassador of Clearview
  • Maintain a network of industry contacts and establish new long-term relationships


What is required for consideration?

  • Bachelor's and/or Master s degree in Accounting, Finance, Business or another relevant field
  • 1-3 years of current or recent experience in unclaimed property consulting
  • Understanding of unclaimed property rules and regulations impacting companies
  • Experience leading or co-leading unclaimed property projects
  • Strong communication skills with experience conveying complex SALT-related information and associated business impacts to non-technical audiences
  • Unwavering integrity and ethics
  • Experience interacting with clients, establishing credibility, trust and healthy relationships
  • Demonstrable examples of innovative thinking and problem solving
  • Willingness and ability to travel to client sites across the country, as dictated by business need (possibly up to 25%)


Employment visa sponsorship is not a benefit currently offered by Clearview and we do not anticipate that this will change in the future.


The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet.


The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Specific vision abilities required by this job include close vision (computer work). While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle, or feel, and talk or hear. The employee is occasionally required to stand, walk, and reach with hands and arms.


Clearview Group LLC is an equal opportunity/affirmative action employer. The Company provides equal opportunity to all qualified individuals without regard to race, color, religion, sex, national origin, age, marital status, sexual orientation, citizenship status, pregnancy, genetic information, disability, gender identity, veteran status, or any other characteristic protected by applicable law.





 Clearview Group

 04/18/2024

 All cities,MD