RKL LLP

Analyst

• Conduct client portfolio review and analysis to support investment recommendations
• 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
• Actively listen to team members to understand their needs; respond to requests in a timely manner; provide appropriate resolution of conflicts
• Maintain confidentiality with external client information as well as internal employee and firm information

Wealth Analyst – CFP

• Prepare and review income/franchise/gross receipts and sales/use tax nexus studies and risk assessments to identify filing responsibilities, identify SALT risks, and ensure compliance.
• Prepare and review voluntary disclosure applications, agreements, and related documentation.
• Perform technical reviews of state income/franchise tax returns.
• Interpret and advise on Public Law 86-272 and its impact on state income tax filings.
• Serve as a help desk technical resource for income/franchise/gross receipts tax questions from internal and external clients.
• Guide internal and external clients on multi-state apportionment projects, including cost of performance and market-based sourcing approaches.
• Perform SALT due diligence for buy-side and sell-side clients.
• Be willing to assist with sales and use tax matters, including taxability reviews, audit defense, and help desk questions from internal and external clients.
• Manage internal and external client relationships in a clear and responsive manner.
• Collaborate with SALT Practice Leader to develop and implement best practices and innovative tax solutions.

Wealth Analyst – CFP

State & Local Tax Manager