RKL eSolutions jobs

The Senior Wealth Advisor is responsible for developing and managing client relationships and investment assets. They provide quality client service and formulate sophisticated investment advice in an effort to help clients achieve their financial goals. They provide guidance and are responsible for the professional development of Wealth Advisors who help maintain ongoing relationship and develop new client relationships. In addition, this position is responsible for coordinating a group of client support personnel, including Portfolio Managers, Analysts and Operations Specialists in delivering comprehensive services to clients. Success Factors Responsibilities * Extensive communication with clients, their families and other connected service professionals related to investment performance, economic and market trends * Develop and deliver private wealth education sessions to clients and staff pertaining to client financial and estate planning opportunities * Proactively research industry trends and provide client and team members with relevant information to maintain client confidence and loyalty * Understand and coordinate income tax planning by working closely with client tax advisors * Seek to establish a level of trust and confidence with the client in order for financial issues to be resolved while meeting client's philanthropic goals * Ability to establish client investment objectives including risk tolerance, asset allocation, and cash requirements by developing investment plan and coordinating annual reviews * Work closely with investment team to monitor and communicate various investment plans * Responsible for client portfolio structure and confirming appropriate asset allocations, cash levels and trade execution * Evaluate large holding or outsized financial exposures for risk and performance relative to client's overall financial position and portfolio for diversification * Active involvement in the community and development of key professional relationship to ensure business growth * Develop leads, referrals from current clients and outside contacts, while increasing current accounts through additions of assets under management * Represent RKL Wealth Management process and investment philosophy to colleagues, clients, and prospects * Oversee and coordinate group of client support personnel including recommendations for performance evaluation, training, work allocation and problem resolution * Train and develop Wealth Advisors to build expertise and ensure career success * Maintain confidentiality with external and client information as well as internal employee and firm information People Management/Relationships * Take initiative to be a team player (seek out opportunities to help others) * Treat everyone with respect; develop loyalty and trust with the team * Successfully adapt to different personalities and working styles * Proactively and effectively communicate information regarding status issues to team members * Hold self-accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions Required Skills * Strong communication skills, written and verbal, to effectively interface with all levels of firm management and staff; ability to communicate issues and conclusions * Analytical and data-driven individual with strong problem-solving skills * Excellent project management skills including critical ability to coordinate and balance multiple projects in a time-sensitive and stressful environment * Ability to use sound judgement and discretion regarding confidential information * Drive to complete performance targets and track record of meeting/exceeding expectations * Ability to listen to client needs and provide financial solutions, with strong networking capabilities * Ability to shift focus and adapt to change Education, Experience and Certifications * Bachelor's degree in Finance, Accounting, Economics, Business Management and/or related field * 8+ years' experience working in the investment advisory field with strong client and new business development focus * Team player and business builder with expertise as trusted Wealth Advisor serving the sophisticated needs of high net worth individuals and families * Exceptional understanding of full range of financial and estate planning, wealth management and related services * Current license or registration: FINRA Series 65; or 7 and 66 (combined and active within last two years); or CFA; or CFP * CFP preferred, CFA or CPA also desirable * Experience using CRM tools; excellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) * Previous experience in financial planning software preferred (e.g. Bloomberg, Charles Schwab, Tamarac etc) Essential Functions * Must be able to remain in a stationary position as needed * The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc. * Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer * Ability to communicate in a professional manner and exchange information with internal and external actors as needed * Ability to lift/carry up to 20 pounds * Ability to work outside of normal business hours and weekends as needed * Ability to travel to local and non-local clients as needed, overnight travel may be required * This job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range: $150,000 - $225,000

The Portfolio Manager is responsible for managing the firm's investment strategy to better service clients while ensuring alignment with internal stakeholders. Overseeing client portfolios and assets under management, they participate in client meetings to ensure objectives are being met and maintained. They have an active role in internal and external compliance with applicable policies and regulations. Success Factors Responsibilities * Consult with individual and institutional clients to develop investment objectives and constraints, establish appropriate asset allocation, implement strategy and review performance * Collaborate with wealth advisory team on trust, estate, and financial planning matters to maintain strong client relationships and ensure client satisfaction * Develop target portfolios based on the client investment management agreement along with the client meeting notes, ensuring target objectives are met thanks to appropriate asset allocation * Effectively present investment strategies to clients and maintain holistic approach to planning, providing current vs. future state of assets and investments * Implement investment process and analytical framework that alights with the firm's investment strategy and work with Trader in executing trades * Set investment strategy to adapt to market fluctuations ensuring optimum portfolio performance results for clients * Prepare for investment portfolio reviews as well as monthly and quarterly reports for clients as needed * Conduct ongoing research on global economics and financial markets to develop and/or validate potential investment theses/opportunities * Proactively stay on top of industry trends and provide client and team members with relevant information to maintain client retention * Ensure compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards * Active involvement in the community and development of key professional relationships to ensure business growth * Maintain confidentiality with external client information as well as internal employee and firm information People Management/Relationships * Take initiative to be a team player (seek out opportunities to help others) * Treat everyone with respect; develop loyalty and trust with the team * Successfully adapt to different personalities and working styles * Proactively and effectively communicate information regarding status issues to team members * Hold self-accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions Required Skills * Strong communication skills, written and verbal, to effectively interface with all levels of firm management and staff; ability to communicate issues and conclusions * Analytical and data-driven individual with strong problem-solving skills * Demonstrate excellent business and financial management acumen * Ability to use sound judgement and discretion regarding confidential information * Drive to complete performance targets and track record of meeting/exceeding expectations * Ability to listen to client needs and provide financial solutions, with strong networking capabilities * Ability to shift focus and adapt to changes Education, Experience and Certifications * Bachelor's degree in Finance, Accounting, Economics, Business Management and/or related field * 3+ years' experience working in the investment advisory field and knowledge of portfolio management, trading and market structure * Current license or registration: FINRA Series 65; or 7 and 66 (combined and active within last two years); or CFA; or CFP * CFA, CFP, or CAIA certifications a plus * Experience using CRM tools * Excellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) * Previous experience in financial planning software preferred (e.g. Bloomberg, Charles Schwab, Tamarac etc) Essential Functions * Must be able to remain in a stationary position as needed * The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc. * Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer * Ability to communicate in a professional manner and exchange information with internal and external actors as needed * Ability to lift/carry up to 20 pounds * Ability to work outside of normal business hours and weekends as needed * Ability to travel to local and non-local clients as needed, overnight travel may be required * This job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range: $100,000 - $120,000

The Junior Solution Architect is responsible for managing client projects through and through. They provide support and customer service in collaboration with team members, while meeting billable goals. The Junior Solution Architect ensures the ERP architecture and design is efficient, secure, and cost-effective to best achieve client-defined results. This individual will also serve as subject matter advisor or delivery lead throughout the duration of the project lifecycle. Success Factors Responsibilities * Provide consulting services to advise on best practices to use and implement best ERP solution for the client * Support the design, development and deployment of solutions and applications that help clients optimize the value they derive from their accounting and financial strategies * Perform maintenance and administrative tasks in both production and non-production environment * Manage and assist clients through proactive contact with prompt resolutions * Key point of contact for ERP implementations, upgrades and support, from kick off meeting/requirements gathering to testing, go-live and support * Analyze impact of specific requirements on the platform and identify the optimum way to migrate to the new platform - both functionality and data * Identify opportunities to improve performance and proactively challenge system usage to maximize return on investment * Ensure successful implementation and client satisfaction through project sign-off and survey follow up * Check deliverables of vendor partners to make sure they are fit-for-purpose and guide and coach teams as necessary * Build and maintain client relationships with business and technology stakeholders * Develop and test detailed functional designs for business solution components and prototypes * Follow set company processes, guidelines and framework * Work with team to be a subject matter expert providing best-practice guidance on financial business processes and implementation approaches * Participate in sales and marketing activities as needed * Maintain confidentiality with external client information as well as internal employee and firm information * Other duties as assigned People Management/Relationships * Takes initiative to be a team player (seeks out opportunities to help others) * Treats everyone with respect * Develops loyalty and trust with team * Successfully adapts to different personalities and working styles * Proactively and effectively communicates information regarding status issues to team members * Holds self-accountable for assigned work; seeks continuous feedback to learn and develop in role; is open to new ideas and suggestions Business Growth (if applicable) Possesses an understanding of RKL's business (service lines, competitors) and client service capabilities and the impact of technology upon the firm's growth and success Qualification To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Required Skills * Ability to multitask and manage multiple projects at once in a fast-paced environment * Ability to shift focus and adapt to change, works well independently and in a team environment * Strong problem-solving skills and situational understanding on when to escalate to management * Excellent customer service and communication skills with the ability to articulate and present complex information concisely to both technical and non-technical audiences * Excellent time management and organizational skills * Team player with commercial awareness and cognizance of changing internal and external IT landscapes * Analytical and critical thinking skills, prepared to challenge conventional thinking * Reliable individual who takes accountability and has solid decision-making abilities Education, Experience and Certifications * Bachelor's degree in Management Information Systems, Computer Science, Accounting, Finance or related field * Project experience with ERP systems or business applications is preferred * Strong knowledge of Microsoft Office Suite, with advanced Excel skills * On track for ERP certification based on product requirement * ERP knowledge, including various modules, 3rd party products, technical and operational processes * Exposure to project management software/tracking systems * General accounting knowledge and understanding of basic principles (AP, AR, GL etc.) * Excellent attention to detail with the ability to manage multiple projects Essential Functions * Must be able to remain in a stationary position as needed * The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc. * Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer * Ability to communicate in a professional manner and exchange information with internal and external customers as needed * Ability to lift/carry up to 20 pounds * Ability to work outside of normal business hours and weekends as needed * Ability to travel to local and non-local clients as needed, overnight travel may be required * This job description is subject to change at any time and employee will be given additional responsibilities as assigned. Salary Range: $55,000 - $65,000

The Senior Associate helps clients solve complex business issues from strategy to execution. They provide valuable insights in managing risk and improving business performance and overall financial reporting processes. They keep clients regularly informed about their engagement progress and developments that may impact the business and are involved in new hire training and coaching. The Senior Associate provides exceptional client service as a trusted business advisor. Success Factors Responsibilities * Assist in detailed testing procedures of the balance sheet and income statement accounts as well as preparation and testing of financial statements and disclosures * Review and audit business transaction cycles such as treasury, revenues, expenses, payroll, and capital expenditures. * Visit client onsite for required audits and/or other financial inquiries as needed * Answer client calls and emails in a timely manner and with a solution-oriented approach * Produce quality service and statements for the in-charge to review with minimal corrections * Perform engagements and review financial information using available technology tools and research engines * Read prior year financial statements and client website and actively seek out information from team members to gain understanding of client business and industry * Proactively inform engagement team of work status and request information from client as needed * Establish and ensure client deliverables are met within expectations * Identify and introduce other firm services based on client needs and discovered opportunities * Supervise Associates and Interns on engagements and provide guidance as needed * Participate in business development activities and research opportunities; maintain touchpoints throughout the year with existing clients * Keep up to date with local and national business and economic issues * Participate in continuous learning activities and active research to improve and develop technical expertise; apply learned concepts * Collaborate with leader to identify opportunities for efficiencies and proactive engagement management People Management/Relationships * Take initiative to be a team player (proactively seek opportunities to help others) * Treat everyone with respect * Develop loyalty and trust within the team * Successfully adapt to different personalities and working styles * Proactively and effectively communicate information regarding status issues to team members * Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; be open to new ideas and suggestions Qualification To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Required Skills * Excellent organization skills and strong attention to detail * Multitasker with the ability to prioritize and complete work accordingly * Excellent verbal and written communication skills with strong client service focus * Strong analytical and interpersonal skills * Ability to work autonomously under the pressure of tight deadlines and multiple priorities * Demonstrated ability to take the lead on client engagements as needed * Working knowledge of Microsoft Office suite products and technologically-savvy * Self-motivated and willingness to enhance accounting and advisory knowledge * Education, Experience and Certifications * Bachelor's degree in Accounting * Successful progress towards CPA licensure, if not already obtained * 2+ years' experience in performing engagement procedures and in preparation of financial statements preferred * Prior experience in coaching and training entry-level accounting professionals preferred * Essential Functions * Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear * Must be able to remain in a stationary position as needed * The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull * Vision abilities required include close vision, distance vision and the ability to adjust focus * Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer * Ability to communicate in a professional manner and exchange information with internal and external actors as needed * Ability to lift/carry up to 20 pounds * Ability to work outside of normal business hours and weekends as needed * Ability to travel to local and non-local clients and events as needed, overnight travel may be required * This job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range: $75,000 - $85,000

The Associate helps clients solve complex business issues from strategy to execution. They provide valuable insights in managing risk and improving business performance and overall financial reporting processes. They keep clients regularly informed about their engagement progress and developments that may impact the business. Success Factors Responsibilities * Assist in detailed testing procedures of the balance sheet and income statement accounts as well as preparation and testing of financial statements and disclosures * Review and audit business transaction cycles such as treasury, revenues, purchases, payroll, and capital expenditures * Visit client onsite for required audits and/or other financial inquiries as needed * Answer client calls and emails in a timely manner and with a solution-oriented approach * Provide quality projects and statements for the in-charge to review with minimal corrections * Review issues and financial information using available technology tools and research engines * Read prior year financial statements and client website and actively seek out information from team members to gain understanding of client business and industry * Proactively inform engagement team of work status and request information from client as needed * Ensure client deliverables are met within expectations * Develop an understanding of other firm services and application in relationship to client needs * Keep up to date with local and national business and economic issues * Participate in continuous learning activities and utilize active research to improve and develop technical expertise; apply learned concepts * Collaborate with leader to identify opportunities for efficiencies and proactive engagement mana People Management/Relationships * Take initiative to be a team player (proactively seek opportunities to help others) * Treat everyone with respect * Develop loyalty and trust within the team * Successfully adapt to different personalities and working styles * Proactively and effectively communicate information regarding status issues to team members * Hold self-accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions Qualification To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Required Skills * Excellent organization skills and strong attention to detail * Multitasker with the ability to prioritize work accordingly * Excellent verbal and written communication skills with strong client service focus * Strong analytical and interpersonal skills * Ability to work autonomously under the pressure of tight deadlines and multiple priorities * Understanding of general accounting principles and willingness to learn, drive for self- improvement * Working knowledge of Microsoft Office suite products and technologically-savvy * Self-motivated and willingness to enhance accounting and advisory knowledge Education, Experience and Certifications * Bachelor's degree in Accounting; graduating students should have 150 credit hours and a GPA of 3.0 or above * Actively pursuing CPA licensure, if not already obtained Essential Functions * Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear * Must be able to remain in a stationary position as needed * The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull * Vision abilities required include close vision, distance vision and the ability to adjust focus. * Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer * Ability to communicate in a professional manner and exchange information with internal and external actors as needed * Ability to lift/carry up to 20 pounds * Ability to work outside of normal business hours and weekends as needed * Ability to travel to local and non-local clients and events as needed, overnight travel may be required * This job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range:

The Tax Manager is responsible for the delivery of a full range of tax services for multiple clients across a variety of industries. As such, they provide innovative tax planning, consulting and compliance expertise; completing reviews of complex tax returns. They are also responsible for Associates' professional development and coaching. The Tax Manager is heavily involved in new and existing client business development and community involvement activities. They provide exceptional client service as a trusted business advisor. Success Factors Responsibilities * Manage the delivery of a full range of tax services and advise companies and individuals on tax implications of their operations * Work closely with partners, managers and staff to integrate practice development strategies into a team approach to client service and new business development * Lead a team responsible for reviewing tax strategies, ensuring tax compliance and increasing post tax profits to achieve the best corporate and individual tax practices for our clients * Manage tax related projects and review tax returns, working with a variety of entities such as corporations, partnerships, estates, trusts and non-profits across various industries * Review data input and resolve technical tax issues; respond to inquiries from the IRS and other taxing authorities * Provide guidance to Tax Interns and Associates in the scanning and preparation of tax returns; make recommendations on return preparation regarding accuracy, efficiency and tax saving opportunities * Understand the scope of the engagement and provide input on client retention and fee structure * Answer client calls and emails in a timely manner and with a solution-oriented approach * Produce and review tax documents in a timely manner * Ensure client deliverables are met within expectations and set deadlines * Identify and introduce other firm services based on client needs and discovered opportunities * Supervise Associates and Interns on engagements and provide guidance on an ongoing basis * Provide Associates with client engagement opportunities for development * Participate in business development and community activities to help identify and research opportunities on new and existing clients * Keep up to date with local and national business and economic issues * Participate in continuous learning activities and active research to improve and develop own and others' technical expertise; apply learned concepts * Collaborate with leader to identify opportunities for efficiencies and proactive engagement management People Management/Relationships * Take initiative to be a team player (seeks out opportunities to help others) * Treat everyone with respect * Develop loyalty and trust with team * Successfully adapts to different personalities and working styles * Proactively and effectively communicates information regarding status issues to team members * Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; is open to new ideas and suggestions Business Growth (if applicable) * Possesses an understanding of RKL's business (service lines, competitors) and client service capabilities and the impact of technology upon the firm's growth and success Qualification To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Required Skills * Expert knowledge in individual, partnership and corporate tax laws and principles * Excellent organization skills and strong attention to detail * Strong leadership and coaching skills * Multitasker with the ability to prioritize work accordingly * Excellent verbal and written communication skills with strong client service focus * Strong analytical and interpersonal skills * Ability to work autonomously under the pressure of tight deadlines and multiple priorities * Demonstrated ability to think strategically and execute, based on firm focus and future of the tax service line * Working knowledge of Microsoft Office suite products and technologically-savvy * Self-motivated and willingness to enhance accounting and advisory knowledge * Excellent attention to detail with the ability to manage multiple projects Education, Experience and Certifications * Bachelor's degree in Accounting * CPA certification required * 5+ years' experience of progressive tax consulting experience across a wide range of industries preferred * Prior experience in coaching and training entry-level accounting professionals required Essential Functions * Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear * Must be able to remain in a stationary position as needed * The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull * Vision abilities required include close vision, distance vision and the ability to adjust focus. * Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer * Ability to communicate in a professional manner and exchange information with internal and external actors as needed * Ability to lift/carry up to 20 pounds * Ability to work outside of normal business hours and weekends as needed * Ability to travel to local and non-local clients and events as needed, overnight travel may be required * This job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range: $100,000 - $120,000

The Associate is responsible for preparing tax returns and completing working papers for assigned clients. They help clients improve their tax function to control risk and facilitate better decision making. Associates act as strategic consultants by providing advice and helping organizations and individuals understand various tax implications. The Associate provides exceptional client service as a trusted business advisor. Success Factors Responsibilities * Work as part of a team reviewing tax strategies, ensuring tax compliance and increasing post tax profits to achieve the best corporate and individual tax practices for our clients * Independently prepare tax returns, working with a variety of entities such as corporations, partnerships, estates, trusts and non-profits across various industries * Assist on tax-related projects on an ad hoc basis * Review data input and resolve technical tax issues; respond to inquiries from the IRS and other taxing authorities * Provide guidance to Tax Interns in the scanning and preparation of tax returns * Answer client calls and emails in timely manner and with a solution-oriented approach * Ensure client deliverables are completed within expectations * Identify and introduce other firm services based on client needs and discovered opportunities * Keep up to date with local and national business and economic issues * Participate in continuous learning activities and active research to improve and develop technical expertise; apply learned concepts * Collaborate with leader to identify opportunities for efficiencies and proactive engagement management People Management/Relationships * Takes initiative to be a team player (seeks out opportunities to help others) * Treats everyone with respect * Develops loyalty and trust with team * Successfully adapts to different personalities and working styles * Proactively and effectively communicates information regarding status issues to team members * Holds self-accountable for assigned work; seeks continuous feedback to learn and develop in role; open to new ideas and suggestions Business Growth (if applicable) * Possesses an understanding of RKL's business (service lines, competitors) and client service capabilities and the impact of technology upon the firm's growth and success Qualification To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Required Skills * Excellent organization skills and strong attention to detail * Multitasker with the ability to prioritize work accordingly * Excellent verbal and written communication skills with strong client service focus * Strong analytical and interpersonal skills * Understanding of general accounting and tax principles and willingness to learn, drive for self-improvement * Working knowledge of Microsoft Office suite products and technologically-savvy * Self-motivated and willingness to enhance accounting and advisory knowledge * Excellent attention to detail with the ability to manage multiple projects * Proficiency with Microsoft Word, Excel and Outlook * Excellent organizational skills with a strong attention to detail Education, Experience and Certifications * Bachelor's degree in Accounting; graduating students should have 150 credit hours and a GPA of 3.0 or above * Actively pursuing CPA licensure, if not already obtained Essential Functions * Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear * Must be able to remain in a stationary position as needed * The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull * Vision abilities required include close vision, distance vision and the ability to adjust focus. * Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer * Ability to communicate in a professional manner and exchange information with internal and external actors as needed * Ability to lift/carry up to 20 pounds * Ability to work outside of normal business hours and weekends as needed * Ability to travel to local and non-local clients and events as needed, overnight travel may be required * This job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range:

The Associate is responsible for working with clients on general bookkeeping, financial statement preparation, business and individual tax returns. They ensure all work papers, journal entries and tax documents are completed diligently, in a timely manner and as efficiently as possible. Associates provide exceptional client service as a trusted business advisor. Success Factors Responsibilities * Prepare necessary work papers, journal entries, financial statements and prepare tax returns for review by the in-charge * Onsite client work as deemed necessary * Answer client calls and emails in timely manner and with a solution-oriented approach * Produce quality documentation, financial statements and tax returns for review with minimal corrections * Develop understanding of relationship of financial statement outcome to tax implications to client * Read prior year financial statements, tax returns and client website and actively seek out information from team members to gain understanding of client business and industry * Prepare tax returns and conduct self-review of work before submission to in- charge/reviewer * Proactively inform engagement team of work status and request information from client as needed * Ensure client deliverables are met within expectations * Develop an understanding of other firm services and application in relationship to client needs * Keep up to date with local and national business and economic issues * Participate in continuous learning activities and active research to improve and develop technical expertise; apply learned concepts * Collaborate with leader to identify opportunities for efficiencies and proactive engagement management People Management/Relationships * Take initiative to be a team player (proactively seek opportunities to help others) * Treat everyone with respect * Develop loyalty and trust within the team * Successfully adapt to different personalities and working styles * Proactively and effectively communicate information regarding status issues * Hold self accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions Required Skills * Excellent organization skills and strong attention to detail * Multitasker with the ability to prioritize work accordingly * Excellent verbal and written communication skills with strong client service focus * Strong analytical and interpersonal skills * Ability to work autonomously under the pressure of tight deadlines and multiple priorities Education, Experience and Certifications * Bachelor's degree in Accounting; graduating students should have 150 credit hours and a GPA of 3.0 or above * Actively pursuing CPA licensure, if not already obtained * Understanding of general accounting principles and willingness to learn, drive for self- improvement * Working knowledge of Microsoft Office suite products, some knowledge of QuickBooks and Payroll software a plus * Self-motivated and willingness to enhance accounting and advisory knowledge, including knowledge on taxation matters * Excellent attention to detail with the ability to manage multiple projects Essential Functions * Must be able to remain in a stationary position as needed * The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc. * Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer * Ability to communicate in a professional manner and exchange information with internal and external actors as needed * Ability to lift/carry up to 20 pounds * Ability to work outside of normal business hours and weekends as needed * Ability to travel to local and non-local clients as needed, overnight travel may be required * This job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range:

The Executive Assistant is a key contributor to the firm's success and a resource to Partners of the firm who may need additional administrative and client support. In providing executive support they are tasked to work independently on various client projects and ensure action items are followed up on. Success Factors Responsibilities * Assist in facilitating client contact for Partners as needed (e.g. conference call scheduling, action item follow up, providing updates to client regarding engagement status etc) * Coordinate and schedule all supporting Partner meetings (internal and external) * Communicate changes in estimated payments and billing to all parties involved (internal and external) * Represent Partner by welcoming visitors, reviewing correspondence, responding to questions and meeting requests and other firm functions * Reconcile, code and organize credit card expenses * Draft and/or edit materials including presentations, schedules, reports, letters, scripts, and various correspondence and content * Provide general administrative office support as needed, including answering and routing incoming calls, processing daily outgoing mail, assisting with marketing mailings, filing, welcoming visitors and providing strong customer service/hospitality * Respond to telephone inquiries, take and relay messages, interface consistently with clients and staff in various offices, while exercising significant discretion, confidentiality and judgement * Prepare memos, correspondence, reports, meeting minutes, presentations and other materials * Coordinate executive outreach and external relations efforts, while overseeing special projects * Work independently on projects assigned by Partners, from conception to completion, coordinating with other departments as needed * Manage phone calls and email, including prompt responses to executive team's queries * Coordinate travel arrangements for Partners by developing schedules and agendas, booking travel, arranging ground transportation, securing lodging and meeting space * Coordinate firm client events and sponsoring opportunities * Provide reception support when needed, including mailings, phone coverage, meeting room organization/set up * Other duties as assigned People Management/Relationships * Takes initiative to be a team player (seeks out opportunities to help others) * Treats everyone with respect * Develops loyalty and trust with team * Successfully adapts to different personalities and working styles * Proactively and effectively communicates information regarding status issues to team members * Holds self-accountable for assigned work; seeks continuous feedback to learn and develop in role; open to new ideas and suggestions Required Skills * Excellent organization skills and strong attention to detail * Multitasker with the ability to prioritize work accordingly * Excellent relationship management and customer service skills * Excellent verbal and written communication skills with strong client service focus and presentation * Excellent attention to detail with the ability to manage multiple projects and adapt to different personalities * Ability to work autonomously under the pressure of tight deadlines and multiple priorities Education, Experience and Certifications * Associate's degree or commensurate experience * 5+ years' experience in an administrative function supporting executive levels * Experience with event management, coordination of regular group meetings and daily calendar management * Ability to format information as requested in Word, Excel, PowerPoint and leverage internal systems * Tech-savvy with ability to resolve problems/find solutions by contacting subject matter experts * Prior financial or professional services industry knowledge preferred * Proficient in Microsoft Office suite (Excel, Outlook, Word) Work Conditions * Must be able to remain in a stationary position as needed * The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery etc. * Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer * Ability to communicate in a professional manner and exchange information with internal and external clients as needed * Ability to lift/carry up to 20 pounds * Ability to work outside of normal business hours and weekends as needed * Ability to travel to other Firm office locations as needed, overnight travel may be required * This job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range: $20.00 - $30.00

The Senior Accountant addresses financial, and accounting functions related to the general ledger, accounts payable, accounts receivable, payroll, expenses, billing and more. They are responsible for actual to budget variance explanations and performing account reconciliations and analysis, accounting research and providing information for internal and external audit requests. Success Factors Responsibilities * Monitor and analyze financial transactions, expenditures, bank account reconciliation, accounts receivables/payables and other operations * Review and compare monthly bank statements to the general ledger, identify and reconcile differences and record all interest earnings * Prepare year-end schedules and compile supporting documentation for the annual financial statements and participate in other financial reporting functions * Oversee monthly health equity card transactions and intercompany banking transactions * Participate in the ongoing development and improvement of financial systems * Ensure confidentiality regarding employees, clients, and vendors disclosed only to those authorized by corporate officials and as approved in writing by the Finance Director * Prepare journal entries, analyses, and account reconciliations while assisting with monthly close processes * Support Accounts Payable and Accounts Receivable Specialist with GL coding questions and technical questions related to ERP * Verify check clearance and provide ACH instructions to clients * Import hours, bonuses, commissions and miscellaneous transactions into payroll software to be reviewed by the Payroll Manager * Complete weekly flash reports and government surveys as necessary * Respond to information requests, financial statement reviews and performance projections in a timely manner * Contribute to the development and review of annual operating budgets and projections * Other duties as assigned People Management/Relationships * Take initiative to be a team lead (proactively seek opportunities to help others) * Treat everyone with respect * Develop loyalty and trust within the team * Successfully adapt to different personalities and working styles * Proactively and effectively communicate information regarding status issues to team members * Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; open to new ideas and suggestions Business Growth (if applicable) Possesses an understanding of RKL's business (service lines, competitors) and client service capabilities and the impact of technology upon the firm's growth and success Qualification To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Required Skills * Excellent organization skills and strong attention to detail * Multitasker with the ability to prioritize work accordingly * Excellent verbal and written communication skills with strong client service focus * Strong analytical and interpersonal skills * Ability to work autonomously under the pressure of tight deadlines and multiple priorities Education, Experience and Certifications * Bachelor's degree in Accounting, Finance or related field strongly preferred * CPA certification or other relevant certifications a plus * 5+ years' general accounting in a corporate setting required * Strong understanding of accounting concepts (AP, AR, GL, gross margin reporting etc) and how a service organization functions * Working knowledge of Microsoft Office Suite (Excel, Word, PowerPoint); excellent knowledge of Excel and reporting functions * Technologically-savvy with prior experience working in an ERP required * Proven ability as a detail-oriented individual with the ability to prioritize, summarize and analyze data Essential Functions * Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear * Must be able to remain in a stationary position as needed * The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull * Vision abilities required include close vision, distance vision and the ability to adjust focus. * Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer * Ability to communicate in a professional manner and exchange information with internal and external actors as needed * Ability to lift/carry up to 20 pounds * Ability to work outside of normal business hours and weekends as needed * Ability to travel to local and non-local offices and events as needed, overnight travel may be required * This job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range: $70,000 - $80,000

The Junior Solution Architect is responsible for managing client projects through and through. They provide support and customer service in collaboration with team members, while meeting billable goals. The Junior Solution Architect ensures the ERP architecture and design is efficient, secure, and cost-effective to best achieve client-defined results. This individual will also serve as subject matter advisor or delivery lead throughout the duration of the project lifecycle. Success Factors Responsibilities * Provide consulting services to advise on best practices to use and implement best ERP solution for the client * Support the design, development and deployment of solutions and applications that help clients optimize the value they derive from their accounting and financial strategies * Perform maintenance and administrative tasks in both production and non-production environment * Manage and assist clients through proactive contact with prompt resolutions * Key point of contact for ERP implementations, upgrades and support, from kick off meeting/requirements gathering to testing, go-live and support * Analyze impact of specific requirements on the platform and identify the optimum way to migrate to the new platform - both functionality and data * Identify opportunities to improve performance and proactively challenge system usage to maximize return on investment * Ensure successful implementation and client satisfaction through project sign-off and survey follow up * Check deliverables of vendor partners to make sure they are fit-for-purpose and guide and coach teams as necessary * Build and maintain client relationships with business and technology stakeholders * Develop and test detailed functional designs for business solution components and prototypes * Follow set company processes, guidelines and framework * Work with team to be a subject matter expert providing best-practice guidance on financial business processes and implementation approaches * Participate in sales and marketing activities as needed * Maintain confidentiality with external client information as well as internal employee and firm information * Other duties as assigned People Management/Relationships * Takes initiative to be a team player (seeks out opportunities to help others) * Treats everyone with respect * Develops loyalty and trust with team * Successfully adapts to different personalities and working styles * Proactively and effectively communicates information regarding status issues to team members * Holds self-accountable for assigned work; seeks continuous feedback to learn and develop in role; is open to new ideas and suggestions Business Growth (if applicable) Possesses an understanding of RKL's business (service lines, competitors) and client service capabilities and the impact of technology upon the firm's growth and success Qualification To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Required Skills * Ability to multitask and manage multiple projects at once in a fast-paced environment * Ability to shift focus and adapt to change, works well independently and in a team environment * Strong problem-solving skills and situational understanding on when to escalate to management * Excellent customer service and communication skills with the ability to articulate and present complex information concisely to both technical and non-technical audiences * Excellent time management and organizational skills * Team player with commercial awareness and cognizance of changing internal and external IT landscapes * Analytical and critical thinking skills, prepared to challenge conventional thinking * Reliable individual who takes accountability and has solid decision-making abilities Education, Experience and Certifications * Bachelor's degree in Management Information Systems, Computer Science, Accounting, Finance or related field * Project experience with ERP systems or business applications is preferred * Strong knowledge of Microsoft Office Suite, with advanced Excel skills * On track for ERP certification based on product requirement * ERP knowledge, including various modules, 3rd party products, technical and operational processes * Exposure to project management software/tracking systems * General accounting knowledge and understanding of basic principles (AP, AR, GL etc.) * Excellent attention to detail with the ability to manage multiple projects Essential Functions * Must be able to remain in a stationary position as needed * The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc. * Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer * Ability to communicate in a professional manner and exchange information with internal and external customers as needed * Ability to lift/carry up to 20 pounds * Ability to work outside of normal business hours and weekends as needed * Ability to travel to local and non-local clients as needed, overnight travel may be required * This job description is subject to change at any time and employee will be given additional responsibilities as assigned. Salary Range: $55,000 - $65,000

The Portfolio Manager is responsible for managing the firm's investment strategy to better service clients while ensuring alignment with internal stakeholders. Overseeing client portfolios and assets under management, they participate in client meetings to ensure objectives are being met and maintained. They have an active role in internal and external compliance with applicable policies and regulations. Success Factors Responsibilities * Consult with individual and institutional clients to develop investment objectives and constraints, establish appropriate asset allocation, implement strategy and review performance * Collaborate with wealth advisory team on trust, estate, and financial planning matters to maintain strong client relationships and ensure client satisfaction * Develop target portfolios based on the client investment management agreement along with the client meeting notes, ensuring target objectives are met thanks to appropriate asset allocation * Effectively present investment strategies to clients and maintain holistic approach to planning, providing current vs. future state of assets and investments * Implement investment process and analytical framework that alights with the firm's investment strategy and work with Trader in executing trades * Set investment strategy to adapt to market fluctuations ensuring optimum portfolio performance results for clients * Prepare for investment portfolio reviews as well as monthly and quarterly reports for clients as needed * Conduct ongoing research on global economics and financial markets to develop and/or validate potential investment theses/opportunities * Proactively stay on top of industry trends and provide client and team members with relevant information to maintain client retention * Ensure compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards * Active involvement in the community and development of key professional relationships to ensure business growth * Maintain confidentiality with external client information as well as internal employee and firm information People Management/Relationships * Take initiative to be a team player (seek out opportunities to help others) * Treat everyone with respect; develop loyalty and trust with the team * Successfully adapt to different personalities and working styles * Proactively and effectively communicate information regarding status issues to team members * Hold self-accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions Required Skills * Strong communication skills, written and verbal, to effectively interface with all levels of firm management and staff; ability to communicate issues and conclusions * Analytical and data-driven individual with strong problem-solving skills * Demonstrate excellent business and financial management acumen * Ability to use sound judgement and discretion regarding confidential information * Drive to complete performance targets and track record of meeting/exceeding expectations * Ability to listen to client needs and provide financial solutions, with strong networking capabilities * Ability to shift focus and adapt to changes Education, Experience and Certifications * Bachelor's degree in Finance, Accounting, Economics, Business Management and/or related field * 3+ years' experience working in the investment advisory field and knowledge of portfolio management, trading and market structure * Current license or registration: FINRA Series 65; or 7 and 66 (combined and active within last two years); or CFA; or CFP * CFA, CFP, or CAIA certifications a plus * Experience using CRM tools * Excellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) * Previous experience in financial planning software preferred (e.g. Bloomberg, Charles Schwab, Tamarac etc) Essential Functions * Must be able to remain in a stationary position as needed * The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc. * Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer * Ability to communicate in a professional manner and exchange information with internal and external actors as needed * Ability to lift/carry up to 20 pounds * Ability to work outside of normal business hours and weekends as needed * Ability to travel to local and non-local clients as needed, overnight travel may be required * This job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range: $100,000 - $120,000

The Associate is responsible for preparing tax returns and completing working papers for assigned clients. They help clients improve their tax function to control risk and facilitate better decision making. Associates act as strategic consultants by providing advice and helping organizations and individuals understand various tax implications. The Associate provides exceptional client service as a trusted business advisor. Success Factors Responsibilities * Work as part of a team reviewing tax strategies, ensuring tax compliance and increasing post tax profits to achieve the best corporate and individual tax practices for our clients * Independently prepare tax returns, working with a variety of entities such as corporations, partnerships, estates, trusts and non-profits across various industries * Assist on tax-related projects on an ad hoc basis * Review data input and resolve technical tax issues; respond to inquiries from the IRS and other taxing authorities * Provide guidance to Tax Interns in the scanning and preparation of tax returns * Answer client calls and emails in timely manner and with a solution-oriented approach * Ensure client deliverables are completed within expectations * Identify and introduce other firm services based on client needs and discovered opportunities * Keep up to date with local and national business and economic issues * Participate in continuous learning activities and active research to improve and develop technical expertise; apply learned concepts * Collaborate with leader to identify opportunities for efficiencies and proactive engagement management People Management/Relationships * Takes initiative to be a team player (seeks out opportunities to help others) * Treats everyone with respect * Develops loyalty and trust with team * Successfully adapts to different personalities and working styles * Proactively and effectively communicates information regarding status issues to team members * Holds self-accountable for assigned work; seeks continuous feedback to learn and develop in role; open to new ideas and suggestions Business Growth (if applicable) * Possesses an understanding of RKL's business (service lines, competitors) and client service capabilities and the impact of technology upon the firm's growth and success Qualification To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Required Skills * Excellent organization skills and strong attention to detail * Multitasker with the ability to prioritize work accordingly * Excellent verbal and written communication skills with strong client service focus * Strong analytical and interpersonal skills * Understanding of general accounting and tax principles and willingness to learn, drive for self-improvement * Working knowledge of Microsoft Office suite products and technologically-savvy * Self-motivated and willingness to enhance accounting and advisory knowledge * Excellent attention to detail with the ability to manage multiple projects * Proficiency with Microsoft Word, Excel and Outlook * Excellent organizational skills with a strong attention to detail Education, Experience and Certifications * Bachelor's degree in Accounting; graduating students should have 150 credit hours and a GPA of 3.0 or above * Actively pursuing CPA licensure, if not already obtained Essential Functions * Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear * Must be able to remain in a stationary position as needed * The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull * Vision abilities required include close vision, distance vision and the ability to adjust focus. * Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer * Ability to communicate in a professional manner and exchange information with internal and external actors as needed * Ability to lift/carry up to 20 pounds * Ability to work outside of normal business hours and weekends as needed * Ability to travel to local and non-local clients and events as needed, overnight travel may be required * This job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range:

The Audit Manager oversees the audit process while helping clients solve complex business issues from strategy to execution. They provide valuable insights in managing risk and improving business performance and overall financial reporting processes. They are responsible for team members' professional development and coaching. The Audit Manager is heavily involved in new and existing client business development and community involvement activities. They provide exceptional client service as a trusted business advisor. Success Factors Responsibilities * Lead and supervise the execution of audit engagements of clients across multiple industries * Review and audit business transaction cycles such as treasury, revenues, purchases, payroll, and capital expenditures * Collaborate to plan engagement objectives and an audit strategy that complies with professional standards and appropriately addresses risk * Understand the scope of the engagement and provide input on client retention and fee structure * Participate in the presentation of client financial statements and audit results to those responsible with client oversight * Visit client onsite for required audits and/or other financial inquiries as needed * Answer client calls and emails in a timely manner and with a solution-oriented approach * Provide quality service in a timely and coordinated manner * Research accounting and auditing issues lever available audit technology * Read prior year financial statements and client website and actively seek out information from team members to gain understanding of client business and industry * Proactively inform engagement team of work status and request information from client as needed * Ensure client deliverables are met within expectations and set deadlines * Identify and introduce other firm services based on client needs and discovered opportunities * Supervise team members on engagements and provide guidance on an ongoing basis; as well as actively communicate with engagement Partners * Lead in business development and community activities to help identify and research opportunities on new and existing clients * Keep up to date with local and national business and economic issues * Participate in continuous learning activities and utilize active research to improve and develop technical expertise; apply learned concepts * Collaborate with leader to identify opportunities for efficiencies and proactive engagement management People Management/Relationships * Take initiative to be a team lead (proactively seek opportunities to help others) * Treat everyone with respect * Develop loyalty and trust within the team * Successfully adapt to different personalities and working styles * Proactively and effectively communicate information regarding status issues to team members * Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; be open to new ideas and suggestions Qualification To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Required Skills * Excellent organization skills and strong attention to detail * Strong leadership and coaching skills * Multitasker with the ability to prioritize work accordingly * Excellent verbal and written communication skills with strong client service focus * Strong analytical and interpersonal skills * Ability to work autonomously under the pressure of tight deadlines and multiple priorities * Demonstrated ability to take the lead on client engagements and develop new and existing business * Working knowledge of Microsoft Office suite products and technologically-savvy * Self-motivated and willing to enhance accounting and advisory knowledge Education, Experience and Certifications * Bachelor's degree in Accounting * CPA certification preferred * 5+ years' experience in preparation of financial statements and applied working knowledge of US GAAP preferred * Prior experience in coaching and training accounting professionals required Essential Functions * Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear * Must be able to remain in a stationary position as needed * The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull * Vision abilities required include close vision, distance vision and the ability to adjust focus. * Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer * Ability to communicate in a professional manner and exchange information with internal and external actors as needed * Ability to lift/carry up to 20 pounds * Ability to work outside of normal business hours and weekends as needed * Ability to travel to local and non-local clients and events as needed, overnight travel may be required * This job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range: $100,000 - $120,000

The Associate helps clients solve complex business issues from strategy to execution. They provide valuable insights in managing risk and improving business performance and overall financial reporting processes. They keep clients regularly informed about their engagement progress and developments that may impact the business. Success Factors Responsibilities * Assist in detailed testing procedures of the balance sheet and income statement accounts as well as preparation and testing of financial statements and disclosures * Review and audit business transaction cycles such as treasury, revenues, purchases, payroll, and capital expenditures * Visit client onsite for required audits and/or other financial inquiries as needed * Answer client calls and emails in a timely manner and with a solution-oriented approach * Provide quality projects and statements for the in-charge to review with minimal corrections * Review issues and financial information using available technology tools and research engines * Read prior year financial statements and client website and actively seek out information from team members to gain understanding of client business and industry * Proactively inform engagement team of work status and request information from client as needed * Ensure client deliverables are met within expectations * Develop an understanding of other firm services and application in relationship to client needs * Keep up to date with local and national business and economic issues * Participate in continuous learning activities and utilize active research to improve and develop technical expertise; apply learned concepts * Collaborate with leader to identify opportunities for efficiencies and proactive engagement mana People Management/Relationships * Take initiative to be a team player (proactively seek opportunities to help others) * Treat everyone with respect * Develop loyalty and trust within the team * Successfully adapt to different personalities and working styles * Proactively and effectively communicate information regarding status issues to team members * Hold self-accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions Qualification To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Required Skills * Excellent organization skills and strong attention to detail * Multitasker with the ability to prioritize work accordingly * Excellent verbal and written communication skills with strong client service focus * Strong analytical and interpersonal skills * Ability to work autonomously under the pressure of tight deadlines and multiple priorities * Understanding of general accounting principles and willingness to learn, drive for self- improvement * Working knowledge of Microsoft Office suite products and technologically-savvy * Self-motivated and willingness to enhance accounting and advisory knowledge Education, Experience and Certifications * Bachelor's degree in Accounting; graduating students should have 150 credit hours and a GPA of 3.0 or above * Actively pursuing CPA licensure, if not already obtained Essential Functions * Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear * Must be able to remain in a stationary position as needed * The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull * Vision abilities required include close vision, distance vision and the ability to adjust focus. * Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer * Ability to communicate in a professional manner and exchange information with internal and external actors as needed * Ability to lift/carry up to 20 pounds * Ability to work outside of normal business hours and weekends as needed * Ability to travel to local and non-local clients and events as needed, overnight travel may be required * This job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range:

The Senior Accountant addresses financial, and accounting functions related to the general ledger, accounts payable, accounts receivable, payroll, expenses, billing and more. They are responsible for actual to budget variance explanations and performing account reconciliations and analysis, accounting research and providing information for internal and external audit requests. Success Factors Responsibilities * Monitor and analyze financial transactions, expenditures, bank account reconciliation, accounts receivables/payables and other operations * Review and compare monthly bank statements to the general ledger, identify and reconcile differences and record all interest earnings * Prepare year-end schedules and compile supporting documentation for the annual financial statements and participate in other financial reporting functions * Oversee monthly health equity card transactions and intercompany banking transactions * Participate in the ongoing development and improvement of financial systems * Ensure confidentiality regarding employees, clients, and vendors disclosed only to those authorized by corporate officials and as approved in writing by the Finance Director * Prepare journal entries, analyses, and account reconciliations while assisting with monthly close processes * Support Accounts Payable and Accounts Receivable Specialist with GL coding questions and technical questions related to ERP * Verify check clearance and provide ACH instructions to clients * Import hours, bonuses, commissions and miscellaneous transactions into payroll software to be reviewed by the Payroll Manager * Complete weekly flash reports and government surveys as necessary * Respond to information requests, financial statement reviews and performance projections in a timely manner * Contribute to the development and review of annual operating budgets and projections * Other duties as assigned People Management/Relationships * Take initiative to be a team lead (proactively seek opportunities to help others) * Treat everyone with respect * Develop loyalty and trust within the team * Successfully adapt to different personalities and working styles * Proactively and effectively communicate information regarding status issues to team members * Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; open to new ideas and suggestions Business Growth (if applicable) Possesses an understanding of RKL's business (service lines, competitors) and client service capabilities and the impact of technology upon the firm's growth and success Qualification To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Required Skills * Excellent organization skills and strong attention to detail * Multitasker with the ability to prioritize work accordingly * Excellent verbal and written communication skills with strong client service focus * Strong analytical and interpersonal skills * Ability to work autonomously under the pressure of tight deadlines and multiple priorities Education, Experience and Certifications * Bachelor's degree in Accounting, Finance or related field strongly preferred * CPA certification or other relevant certifications a plus * 5+ years' general accounting in a corporate setting required * Strong understanding of accounting concepts (AP, AR, GL, gross margin reporting etc) and how a service organization functions * Working knowledge of Microsoft Office Suite (Excel, Word, PowerPoint); excellent knowledge of Excel and reporting functions * Technologically-savvy with prior experience working in an ERP required * Proven ability as a detail-oriented individual with the ability to prioritize, summarize and analyze data Essential Functions * Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear * Must be able to remain in a stationary position as needed * The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull * Vision abilities required include close vision, distance vision and the ability to adjust focus. * Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer * Ability to communicate in a professional manner and exchange information with internal and external actors as needed * Ability to lift/carry up to 20 pounds * Ability to work outside of normal business hours and weekends as needed * Ability to travel to local and non-local offices and events as needed, overnight travel may be required * This job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range: $70,000 - $80,000

The Audit Manager oversees the audit process while helping clients solve complex business issues from strategy to execution. They provide valuable insights in managing risk and improving business performance and overall financial reporting processes. They are responsible for team members' professional development and coaching. The Audit Manager is heavily involved in new and existing client business development and community involvement activities. They provide exceptional client service as a trusted business advisor. Success Factors Responsibilities * Lead and supervise the execution of audit engagements of clients across multiple industries * Review and audit business transaction cycles such as treasury, revenues, purchases, payroll, and capital expenditures * Collaborate to plan engagement objectives and an audit strategy that complies with professional standards and appropriately addresses risk * Understand the scope of the engagement and provide input on client retention and fee structure * Participate in the presentation of client financial statements and audit results to those responsible with client oversight * Visit client onsite for required audits and/or other financial inquiries as needed * Answer client calls and emails in a timely manner and with a solution-oriented approach * Provide quality service in a timely and coordinated manner * Research accounting and auditing issues lever available audit technology * Read prior year financial statements and client website and actively seek out information from team members to gain understanding of client business and industry * Proactively inform engagement team of work status and request information from client as needed * Ensure client deliverables are met within expectations and set deadlines * Identify and introduce other firm services based on client needs and discovered opportunities * Supervise team members on engagements and provide guidance on an ongoing basis; as well as actively communicate with engagement Partners * Lead in business development and community activities to help identify and research opportunities on new and existing clients * Keep up to date with local and national business and economic issues * Participate in continuous learning activities and utilize active research to improve and develop technical expertise; apply learned concepts * Collaborate with leader to identify opportunities for efficiencies and proactive engagement management People Management/Relationships * Take initiative to be a team lead (proactively seek opportunities to help others) * Treat everyone with respect * Develop loyalty and trust within the team * Successfully adapt to different personalities and working styles * Proactively and effectively communicate information regarding status issues to team members * Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; be open to new ideas and suggestions Qualification To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Required Skills * Excellent organization skills and strong attention to detail * Strong leadership and coaching skills * Multitasker with the ability to prioritize work accordingly * Excellent verbal and written communication skills with strong client service focus * Strong analytical and interpersonal skills * Ability to work autonomously under the pressure of tight deadlines and multiple priorities * Demonstrated ability to take the lead on client engagements and develop new and existing business * Working knowledge of Microsoft Office suite products and technologically-savvy * Self-motivated and willing to enhance accounting and advisory knowledge Education, Experience and Certifications * Bachelor's degree in Accounting * CPA certification preferred * 5+ years' experience in preparation of financial statements and applied working knowledge of US GAAP preferred * Prior experience in coaching and training accounting professionals required Essential Functions * Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear * Must be able to remain in a stationary position as needed * The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull * Vision abilities required include close vision, distance vision and the ability to adjust focus. * Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer * Ability to communicate in a professional manner and exchange information with internal and external actors as needed * Ability to lift/carry up to 20 pounds * Ability to work outside of normal business hours and weekends as needed * Ability to travel to local and non-local clients and events as needed, overnight travel may be required * This job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range: $100,000 - $120,000

The Associate is responsible for preparing tax returns and completing working papers for assigned clients. They help clients improve their tax function to control risk and facilitate better decision making. Associates act as strategic consultants by providing advice and helping organizations and individuals understand various tax implications. The Associate provides exceptional client service as a trusted business advisor. Success Factors Responsibilities * Work as part of a team reviewing tax strategies, ensuring tax compliance and increasing post tax profits to achieve the best corporate and individual tax practices for our clients * Independently prepare tax returns, working with a variety of entities such as corporations, partnerships, estates, trusts and non-profits across various industries * Assist on tax-related projects on an ad hoc basis * Review data input and resolve technical tax issues; respond to inquiries from the IRS and other taxing authorities * Provide guidance to Tax Interns in the scanning and preparation of tax returns * Answer client calls and emails in timely manner and with a solution-oriented approach * Ensure client deliverables are completed within expectations * Identify and introduce other firm services based on client needs and discovered opportunities * Keep up to date with local and national business and economic issues * Participate in continuous learning activities and active research to improve and develop technical expertise; apply learned concepts * Collaborate with leader to identify opportunities for efficiencies and proactive engagement management People Management/Relationships * Takes initiative to be a team player (seeks out opportunities to help others) * Treats everyone with respect * Develops loyalty and trust with team * Successfully adapts to different personalities and working styles * Proactively and effectively communicates information regarding status issues to team members * Holds self-accountable for assigned work; seeks continuous feedback to learn and develop in role; open to new ideas and suggestions Business Growth (if applicable) * Possesses an understanding of RKL's business (service lines, competitors) and client service capabilities and the impact of technology upon the firm's growth and success Qualification To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Required Skills * Excellent organization skills and strong attention to detail * Multitasker with the ability to prioritize work accordingly * Excellent verbal and written communication skills with strong client service focus * Strong analytical and interpersonal skills * Understanding of general accounting and tax principles and willingness to learn, drive for self-improvement * Working knowledge of Microsoft Office suite products and technologically-savvy * Self-motivated and willingness to enhance accounting and advisory knowledge * Excellent attention to detail with the ability to manage multiple projects * Proficiency with Microsoft Word, Excel and Outlook * Excellent organizational skills with a strong attention to detail Education, Experience and Certifications * Bachelor's degree in Accounting; graduating students should have 150 credit hours and a GPA of 3.0 or above * Actively pursuing CPA licensure, if not already obtained Essential Functions * Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear * Must be able to remain in a stationary position as needed * The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull * Vision abilities required include close vision, distance vision and the ability to adjust focus. * Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer * Ability to communicate in a professional manner and exchange information with internal and external actors as needed * Ability to lift/carry up to 20 pounds * Ability to work outside of normal business hours and weekends as needed * Ability to travel to local and non-local clients and events as needed, overnight travel may be required * This job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range:

The Senior Accountant addresses financial, and accounting functions related to the general ledger, accounts payable, accounts receivable, payroll, expenses, billing and more. They are responsible for actual to budget variance explanations and performing account reconciliations and analysis, accounting research and providing information for internal and external audit requests. Success Factors Responsibilities * Monitor and analyze financial transactions, expenditures, bank account reconciliation, accounts receivables/payables and other operations * Review and compare monthly bank statements to the general ledger, identify and reconcile differences and record all interest earnings * Prepare year-end schedules and compile supporting documentation for the annual financial statements and participate in other financial reporting functions * Oversee monthly health equity card transactions and intercompany banking transactions * Participate in the ongoing development and improvement of financial systems * Ensure confidentiality regarding employees, clients, and vendors disclosed only to those authorized by corporate officials and as approved in writing by the Finance Director * Prepare journal entries, analyses, and account reconciliations while assisting with monthly close processes * Support Accounts Payable and Accounts Receivable Specialist with GL coding questions and technical questions related to ERP * Verify check clearance and provide ACH instructions to clients * Import hours, bonuses, commissions and miscellaneous transactions into payroll software to be reviewed by the Payroll Manager * Complete weekly flash reports and government surveys as necessary * Respond to information requests, financial statement reviews and performance projections in a timely manner * Contribute to the development and review of annual operating budgets and projections * Other duties as assigned People Management/Relationships * Take initiative to be a team lead (proactively seek opportunities to help others) * Treat everyone with respect * Develop loyalty and trust within the team * Successfully adapt to different personalities and working styles * Proactively and effectively communicate information regarding status issues to team members * Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; open to new ideas and suggestions Business Growth (if applicable) Possesses an understanding of RKL's business (service lines, competitors) and client service capabilities and the impact of technology upon the firm's growth and success Qualification To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Required Skills * Excellent organization skills and strong attention to detail * Multitasker with the ability to prioritize work accordingly * Excellent verbal and written communication skills with strong client service focus * Strong analytical and interpersonal skills * Ability to work autonomously under the pressure of tight deadlines and multiple priorities Education, Experience and Certifications * Bachelor's degree in Accounting, Finance or related field strongly preferred * CPA certification or other relevant certifications a plus * 5+ years' general accounting in a corporate setting required * Strong understanding of accounting concepts (AP, AR, GL, gross margin reporting etc) and how a service organization functions * Working knowledge of Microsoft Office Suite (Excel, Word, PowerPoint); excellent knowledge of Excel and reporting functions * Technologically-savvy with prior experience working in an ERP required * Proven ability as a detail-oriented individual with the ability to prioritize, summarize and analyze data Essential Functions * Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear * Must be able to remain in a stationary position as needed * The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull * Vision abilities required include close vision, distance vision and the ability to adjust focus. * Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer * Ability to communicate in a professional manner and exchange information with internal and external actors as needed * Ability to lift/carry up to 20 pounds * Ability to work outside of normal business hours and weekends as needed * Ability to travel to local and non-local offices and events as needed, overnight travel may be required * This job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range: $70,000 - $80,000