Robert Joseph, Jr.

Senior Manager
quotation markBeing a professional is doing the things you love to do, on the days you don't feel like doing them.
" - Julius Erving

Robert Joseph is a Senior Manager in the National Unclaimed Property Management Solutions Team of True Partners Consulting LLC.  Robert has extensive experience in unclaimed property consulting, including audit defense, comprehensive diagnostic reviews, quantification analysis, exposure remediation and various settlement procedures.

Robert currently serves as the committee chairperson of the Professional Development Committee for the Unclaimed Property Professionals Organization (“UPPO”).  Robert has spoken for holder education seminars sponsored by Lorman, FUSION, and NABA as well other professional organizations.

Relevant Experience

  • Over 11 years of experience providing state and local tax services, specializing in sales and use tax and unclaimed property. Robert has extensive experience working with clients in the healthcare, manufacturing, entertainment, retail, oil & gas, and information service industries.
  • Robert has been successful in mitigating escheat exposures on behalf of his clients in numerous jurisdictions due to his deep understanding of accounting principles, transaction flow, unclaimed property law, and his professional relationship with the states.
  • Robert also has extensive experience providing clients assistance in all areas of unclaimed property, including audit defense, assistance with voluntary disclosures, policy & procedure reviews, compliance services, and mergers and acquisitions consulting.
  • Prior to joining True Partners Consulting, Robert was a Senior Manager at BDO USA, LLP and a Manager at Ryan, LLC and PwC LLP, working in the state and local tax divisions.

Affiliations & Education

Member, Unclaimed Property Professionals Organization (“UPPO”)

Member, National Association of Black Accountants (“NABA”)

Bachelor of Science, Accounting, Xavier University