Julie Kenney
Manager, State & Local Tax, Unclaimed Property
Julie has worked on a range of unclaimed property services. She has assisted clients with audit defense conducted by third-party audit firms and states directly. Julie provides audit strategies based on risk assessment observations. She helps with information gathering and gives explanations on documentation prior to providing to the auditors.
Julie also performs all aspects of unclaimed property reporting including, receiving client data, data analysis, due diligence, and state reporting in accordance with all the jurisdictions’ requirements. Julie has helped numerous companies resolve unclaimed property liability through state VDA programs. Her VDA assistance includes diagnostic reviews, preparation of documentation, quantification schedules, methodology reports, closing agreements and reports as required by the various jurisdictions.