RKL LLP

Analyst

• Conduct client portfolio review and analysis to support investment recommendations and ensure assets are deployed according to the appropriate strategy
• Review client accounts alongside Wealth Advisors to ensure allocation matches requests, propose trades and track target allocations
• Conduct research and analysis on global financial markets, various asset classes and individual securities to assist in developing investment strategies
• Review and create trade orders; execute trades in support of portfolio management and trading operations
• Work closely with Planning team to create and review financial plans for delivery to clients
• Interact with management, team members, and other departments to supply reporting and data for superior client services
• Create historical reporting for data or activity related to Wealth Management team phone calls and other programs/initiatives
• Generate reports and provide analysis to model scenarios to support internal and external stakeholders’ decision making
• Identify, automate, and communicate basic process improvements that increase efficiency and quality of service
• Carry out duties in compliance with all state and federal regulations and guidelines
• Develop short and long term goals with the ability to execute effectively

Wealth Analyst – Retirement Plan Services

Payroll

• Accurately and timely, process all aspects of payrolls for assigned client base
• Ability to self-review work
• Ensure accurate and timely processing of payroll updates including new hires, terminations and changes to pay rates
• Ensure proper processing of payroll deductions for taxes, benefits, and other deductions
• Maintain client and employee data
• Organize facts, analyze and interpret information according to client circumstances
• Provide on-going training and education to clients regarding the online service model and technologies
• Provide timely and high-quality service to meet and exceed client expectations and perform research on projects as needed
• Research and resolve client inquiries
• Prepare accurate and timely year-end and quarterly payroll tax reporting (941, W-2, W-2c, etc.)
• Develop and maintain expert knowledge in payroll regulations at the federal, state and local level
• Take initiative to understand and apply available resources and appropriate guidance and policies
• Participate in continuous learning activities and active research to improve and develop technical expertise; apply learned concepts
• Perform other duties as assigned
• Take initiative to be a team player (proactively seek opportunities to help others)

Payroll Specialist

• Serve as a trusted business advisor to multinational clients, delivering comprehensive transfer pricing services
• Lead and manage the preparation, implementation, review, and delivery of transfer pricing documentation
• Oversee modeling and economic analyses, benchmarking studies, and assessment of arm’s length results
• Provide mentorship and technical guidance firm-wide and to the International Tax team members
• Identify client opportunities and risks within transfer pricing and related international tax areas
• Participate in prospect meetings, networking events, and support proposal management
• Conduct active research to apply transfer pricing expertise to variety of industries and client situations

International Tax Transfer Pricing Manager

Consultant

• Support the execution of consulting engagements of clients across multiple industries
• Assist in planning engagement objectives and strategies
• Gain understanding of the scope of the engagement and provide input based on supervisory feedback
• Participate in the presentation of engagement results
• Assist in client site visits and learn to manage inquiries and assignments
• Respond to client calls and emails in a timely manner

Consultant – Transaction Advisory Services

Solutions Engineer

• Provide consulting services to advise on best practices to use and implement best ERP solution for the client
• Design, develop and deploy 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
• Act as subject matter expert providing best-practice guidance on financial business processes and implementation approaches
• Participate in sales and marketing activities as needed

Wealth Analyst – Retirement Plan Services

Payroll Specialist

International Tax Transfer Pricing Manager

Consultant – Transaction Advisory Services

Solution Architect – Sage 100