Rehmann

• Developing and implementing innovative solutions for our clients’ taxation, practice management and financial needs
• Lead tax planning discussions
• Review and interpret financial statements
• Managing the completion of a broad range of individual, corporate and other entity tax returns
• Advise on physician compensation and profitability
• Oversee operational performance
• Serve as a trusted business advisor to practice owners
• Bringing proactive, fresh ideas to assist our clients in meeting their goals and aspirations
• Building profitable, sustainable client relationships
• Providing a “wow” experience to every client
• Identifying opportunities to introduce other Rehmann specialists to existing clients
• Becoming a Face of the Firm in the Healthcare space
• Participating in activities to grow the firm and generate business with new clients
• Building relationships internally to foster a culture of teamwork and collaboration

Senior Manager – Healthcare Tax & Advisory Services

Financial Planning and Analysis

• Managing & performing execution for CFO Services projects
• Developing dynamic financial models to support strategic planning
• Providing financial leadership and support with budgeting, acquisition, and other key business processes
• Creating cash management and forecasting tools
• Working with management on key metrics and driving business improvement
• Completing department assessments
• Improving month-end closing, reporting, and analysis
• Leading CFO oriented projects

Senior Manager, CFO Advisory Services

Recruitment

• Participate in full-cycle recruiting activities from new hire requisition through offer acceptance phases
• Screen resumes and conduct phone interviews to assess qualifications and cultural fit
• Coordinate and facilitate interview processes, ensuring a positive candidate experience
• Maintain consistent communication with candidates throughout the process
• Lead offer development, negotiation, and closing strategies for experienced hires
• Ensure offers are competitive, equitable, and aligned with company policies
• Advise hiring managers on market trends, talent availability, and competitive compensation
• Track recruiting metrics and provide reporting as needed to stakeholders
• Maintain accurate notes and data in Workday applicant tracking system
• Identify opportunities to improve recruiting processes and candidate experience
• Create a welcoming, organized onboarding experience that helps new associates feel confident, connected, and ready to succeed
• Partner with hiring managers, supervisors, IT, and cross-functional teams to ensure new associates have the tools, access, and resources they need from day one
• Maintain custom onboarding workflows specific to Rehmann management levels, departments, and office locations
• Facilitate completion of new hire paperwork and monitor onboarding tasks to ensure legal and regulatory compliance, including the I-9 process
• Serve as a trusted point of contact for new hires, offering guidance and support as they begin to Empower Their Purpose at Rehmann
• Maintain and enhance onboarding materials (welcome packets, resources, templates) to ensure a consistent and engaging experience
• Track and report on onboarding metrics to help enhance the overall associate experience
• Audit workflows and ensure onboarding compliance is upheld

Staff Recruiter

• Managing & performing execution for CFO Services projects focused in the following areas:
• Leading fractional CFO support engagements driving improvement in areas such as:
• Developing dynamic financial models to support strategic planning
• Provide financial leadership and support with budgeting, acquisition and other key business processes
• Creating cash management and forecasting tools
• Working with management on key metrics and driving business improvement
• Completing department assessments
• Improving month-end closing, reporting and analysis
• Leading CFO oriented projects in areas such as:
• Performing product or service cost studies
• Completing profitability by product or customer projects
• Improving ERP software utilization
• Supporting due diligence project for buy/sell side activities
• Lead refinance or restructuring efforts
• Developing the sales pipeline and market for CFO services
• Work in the following areas to develop a sale pipeline:
• Internally with the business development team
• Externally with the business referral networks, community and industry organizations
• Driving opportunities for CFO Services and related transactional accounting outsourcing

Senior Manager – CFO Services

Risk

• Lead and manage complex IT risk advisory and internal audit engagements for middle-market and large clients
• Advise clients on IT governance, IT general controls (ITGCs), cybersecurity risk, SOX compliance, and process improvement initiatives
• Serve as a trusted advisor to executive leadership, Audit Committees, and Boards of Directors
• Oversee outsourced and co-sourced internal audit and risk advisory engagements
• Identify and develop new business opportunities to support continued growth of the Risk Advisory practice
• Build and strengthen long-term client relationships through exceptional service and strategic insight
• Collaborate across service lines to deliver integrated, value-added solutions
• Mentor, coach, and develop team members while fostering a culture of collaboration and continuous improvement
• Contribute thought leadership and innovative ideas that enhance client outcomes and firm capabilities
• Help create a “wow” experience for every client and every team member

Risk Advisory Principal - Senior Manager

Manager

• Review of current operations and exemptions
• Review of current sales tax collection/exemption certificate collection
• Negotiation with state tax authorities to limit assessments
• Penalty waiver applications
• Acquisition target vetting
• Monitoring and navigating legislative changes
• Managing the preparation of a broad range of individual, corporate and other entity tax returns
• Conducting tax research to develop solutions for our clients’ complex and/or unique situations
• Providing direction and new challenges to associates
• Mentoring associates as they navigate their career paths

Senior Manager

Associate

• prepare and manage cost segregation studies for clients with diverse real estate holdings
• coordinate and collect information from clients and internal professionals relating to these studies
• costing of all components of architectural, site, mechanical and electrical construction
• willingness to travel in and out of state, up to 30% and comfortable with occasional overnight travel for site inspections
• learn and maintain technical expertise in this specialty tax area
• build relationships internally to foster a culture of teamwork and collaboration
• providing a “wow” experience to every client
• contributing to the success of clients’ organizations

Senior Cost Segregation Associate

• Lead and manage complex specialty tax engagements, including federal and state R&D credit studies, related credits and incentives engagements, and Section 174 analyses.
• Research, analyze, and resolve advanced tax issues; document conclusions in clear, defensible technical memoranda suitable for IRS and state review.
• Prepare and review audit-ready deliverables including technical reports, memoranda, proposals, and client-facing communications supporting federal and state credit positions.
• Translate technical findings into practical recommendations and actionable outcomes for tax, finance, and operational leadership.
• Build and maintain strong, trusted relationships with clients and key stakeholders.
• Deliver engaging presentations and clearly communicate project findings to client leadership.
• Identify and pursue cross-selling opportunities across service lines, including other specialty tax solutions and incentives.
• Provide guidance, mentorship, and technical training to associates and senior associates working on R&D and incentives engagements.
• Support the continued growth of the Specialty Tax Services practice, particularly in the areas of federal and state R&D credits and incentives.

R&D Tax Manager – Specialty Tax Services

Client Services Representative

• Provide remote, technical support using exceptional troubleshooting and problem resolution skills
• Enter service requests accurately and with full documented detail into appropriate tracking systems
• Research, resolve and remedy user problems related to network access, local printers, PC hardware, email, internet, VPN and WAN
• Install, support and document application software, “hot fixes” and patches
• Ensure that clients’ needs are responded to within stated SLAs

RTS Client Services Engineer – L1, L2

Supervisor

• Responsible for management of deliverables for accounting clients
• Regularly meets with Rehmann staff and client employees to determine the client’s needs and objectives and works with clients to implement any changes necessary to help them achieve their goals
• Preplans engagement relative to the size & complexity of the client
• Develops and supports appropriate procedures to address specific identified risks and/or client needs
• Ensures that any questions from client or team are resolved
• Completes project documentation requirements; ensures that electronic files are locked down or backed up and retained in accordance with firm policy
• Assists clients in taking their own digital transformation by introducing new technologies to create efficiencies
• Reviews all grand and vendor contracts to ensure proper billing/accounting
• Directs work of assigned associates
• Plans and organizes client assignments
• Directs and monitors the work of associates including accuracy and completeness of monthly reporting
• Reviews the work performed by others for completeness and accuracy in accordance with plan
• Provides input into associate performance appraisals ensuring guidance on the associate’s growth and development
• Adheres to internal controls and ensures policies are followed
• Facilitates budget to actual discussions
• Maintains knowledge of client policies, procedures, and business conditions
• Knows the clients’ significant business risks (e.g., economic, market, pricing)
• Is aware of external factors affecting the clients’ business and industry (e.g., economic, legislative, social)
• Maintains client relationships while taking an active role in marketing initiatives
• Be proactive in providing thought leadership ideas to clients
• Actively participate in at least one community organization to begin growing professional network
• Attends networking events, performs community service, and develop a presence in the community

Public Sector Solutions Supervisor

General

• Responsible for serving as the first point of contact for all clients interacting with our engineering teams through incoming service requests
• Priority-based ticketing and triage of new client support requests submitted through email, phone, or client portal
• Ensure that incoming tickets contain the information needed to properly assign to an engineer
• Verify that issue resolution is documented and communicated with the client
• Coordinate appropriate engineering resources to work client issues and ensure proper service delivery and adherence to service level agreements (SLAs)
• Engage with and schedule appropriate resources (including third-party companies) to work client tickets and projects
• Creatively address, document, and manage deviations from the initial ticket or project plan and coordinate changes with the client
• Take necessary steps to remedy any less-than excellent service problems or outcome when involved in a ticket or project
• Time entry and accurate tracking of work on client tickets is critical to our success
• Demonstrate a high level of organization, efficiently handling a variety of tasks and responsibilities while maintaining a high standard of quality
• Exhibit the ability to adapt quickly to new topics, technology, and processes to address emerging needs and opportunities for our clients
• Establish and maintain positive working relationships with stakeholders in other internal departments including Sales, Operations, Managed Services, Risk Management, and others
• Demonstrate excellent communication skills, effectively conveying technical concepts to individuals with varying levels of computer expertise

Resource Coordinator – Technology Solutions

• Support the development of a sales pipeline for CFO services
• Collaborate with the business development team and external networks
• Drive opportunities for CFO Services and transactional accounting outsourcing

CFO Services Senior Manager

• Be the face of our firm on campus—lead, plan, and energize recruiting events like career fairs, networking sessions, and leadership programs across Michigan and Northern Ohio
• Engage and inspire students through presentations, panels, and interactive experiences
• Champion our brand by showcasing what makes our culture, people, and opportunities stand out
• Identify top talent by reviewing resumes, conducting interviews, and guiding candidates through the hiring journey
• Partner closely with leaders across the firm to anticipate hiring needs and shape recruiting strategies
• Build meaningful relationships with professors, career services teams, and student organizations to strengthen our campus presence
• Think creatively—explore new ideas, events, and channels to attract diverse and high-potential candidates
• Leverage tools and technology to streamline the recruiting process and enhance candidate experience
• Support initiatives beyond campus recruiting, contributing to broader talent acquisition efforts

Campus Recruiter

Administrative Assistant

• Provide a broad range of administrative and tactical support for the Client Accounting & Advisory Solutions department including administration of projects, assists in the execution of client management, quality control, and job workflow.
• Client Management Engagement Letters: Create client lists, mail merge, send documents via DocuSign, and follow up on signatures.
• Handle the setup of new clients and the closing out clients in systems such as FloQast, Suralink, GFR, and OneHub.
• Manage communication with clients regarding work readiness, reporting, and deliverables.
• Collaborate with onboarding team for the implementation of client software systems (e.g., QBO, Bill, Gusto, etc.…), payroll processing, and third-party provider registrations.
• Initiate and maintain effective communication with clients, ensuring timely flow of data, reminders for meetings, deadlines, and deliverables.
• Foster positive relationships with clients and associate by addressing their inquiries and concerns promptly.
• Quality Control and Reporting: Engagement Letters: Ensure all applications have appropriate documentation for GFR, Engagement, and FloQast.
• Operational support to DD and RDDs: Distribute production reports and flag for follow-up.
• Extract data for performance reviews.
• Support leadership and department meetings, including planning, logistics, and note-taking.
• Provide organizational support for outside conferences.
• Assist with internal training organization.
• STAR/Salesforce Data Management: Monitor job codes and ensure client data accuracy and updates.
• Data Management: Handle data for FloQast, Suralink, GFR, and OneHub.
• Set up, monitor, and finalize engagement binders.
• Workflow and Process Tracking Manage FloQast Tasks: Oversee budget creation, template management, user setup, sending requests.
• Word Processing: Generate and process preparation and compilation of financial statements, including Reach Reporting.

Administrative Coordinator – Client Accounting & Advisory Team

Billing Specialist

• Collaborate with advisors to maximize client invoice amounts
• Work efficiently to complete client billing
• Effectively manage Work In Process (WIP)
• Prepare billing detail and WIP analysis for review with billers
• Generate workflow reports to identify completed jobs for billing analysis
• Prepare and approve invoices for delivery to clients
• Communicate with advisors, Regional Managing Principals, and Administrative Services team to ensure timely billing
• Discuss proposed billing amounts with advisors to increase billing amounts appropriately
• Discover additional work completed beyond scope and bring it to the advisor’s attention
• Understand industry terminology to accurately identify and describe services provided
• Collaborate with advisors to increase billing performance metrics
• Demonstrate exceptional time management skills using Outlook calendar to manage the billing process