RKL LLP

General

• Manage desktop and web-based application software solutions purchased from third-party vendors
• Provide integration and automation application design, analysis, implementation, configuration, administration, troubleshooting and support services
• Serve as the primary technical point of contact internally across all RKL service lines
• Engage vendor technical support as needed
• Maintain accurate technical documentation
• Manage application integration upgrade processes, including testing, scheduling and implementation
• Design, develop and maintain secure application integrations supporting business operations
• Collaborate with cross-functional teams to define, design and implement new features
• Write clean, efficient and maintainable code
• Ensure application performance, quality and responsiveness
• Identify and resolve application security vulnerabilities
• Conduct regular security assessments and audits
• Participate in code reviews
• Provide technical support and troubleshooting for application integrations
• Manage assigned system upgrades and maintenance; work with vendors to resolve issues
• Draft and submit technical specifications and diagrams
• Research applications and features; formulate recommendations and implementation plans
• Resolve escalated end-user issues with Service Desk and software vendors
• Develop and maintain application documentation, including Configuration Guides, Application Design Guides and Knowledge Base articles
• Consult with the training team on associated end-user documentation
• Perform other duties or special projects as required

Application Integration Specialist

Payroll

• Independently manage end-to-end payroll delivery for an assigned portfolio of clients
• Serve as the primary day-to-day client contact
• Process complex payrolls and research payroll and tax issues
• Reconcile payroll results and coordinate quarter-end and year-end activities
• Help clients use payroll systems and processes effectively
• Apply judgment to resolve payroll discrepancies and escalate material risks, legal interpretation issues, or scope changes
• Review work completed by Payroll Specialists and provide day-to-day guidance
• Process payrolls accurately and timely for assigned clients
• Assist with setup and integration of new payroll clients
• Respond to and resolve tax notices
• Process payroll updates including new hires, terminations, and pay-rate changes
• Process payroll deductions for taxes, benefits, and other deductions
• Maintain client and employee data
• Organize, analyze, and interpret information according to client circumstances
• Provide ongoing client training and education regarding online services and technologies
• Resolve complex payroll issues and client inquiries
• Supervise and mentor junior team members
• Participate in strategic planning and suggest payroll process improvements
• Review quarterly and year-end payroll tax reporting, including 941, W-2, and W-2c
• Develop and maintain expert knowledge of federal, state, and local payroll regulations
• Participate in continuous learning and research to improve technical expertise
• Perform other duties as assigned

Senior Client Payroll Specialist

Accountant

• Complete daily accounting tasks, including sales postings and expense management
• Conduct initial reviews of financial statements and ensure accurate financial transaction postings
• Reconcile accounts payable and accounts receivable
• Prepare and enter month-end adjusting journal entries
• Prepare financial reports, including balance sheets, income statements, cash flow statements, financial analyses, and budget variance highlights
• Set priorities and review team members' work, including payroll journals, bank transaction coding, and month-end journal entries
• Update accounting software with client data and maintain accurate records
• Prepare for, schedule, and conduct client meetings, including follow-up on identified tasks
• Respond to client inquiries and information requests within 24 hours
• Prepare workpapers and review financial statements for accuracy
• Develop understanding of client industries and accounting operations
• Improve financial systems and processes
• Retrieve vendor bills and conduct bank and expense management reconciliations
• File, pay, and track sales tax
• Support team members with bill coding and client questions and cover for absent teammates
• Perform month-end closing and other accounting tasks as needed
• Cultivate and strengthen client relationships
• Lead client meetings focused on financial matters, progress, and goals
• Seek and use client feedback to improve service delivery
• Support a cooperative team environment and share knowledge
• Contribute to firm growth and client satisfaction
• Stay informed about technological advancements affecting service delivery

Senior Accountant – CAS

Analyst

• Participate in a two-year development program delivering investment management and financial planning services
• Conduct client portfolio reviews and analyses to support investment recommendations
• Review client accounts with Wealth Advisors, propose trades, and track target allocations
• Research and analyze global financial markets, asset classes, and individual securities
• Review, create, and execute trade orders supporting portfolio management and trading operations
• Collaborate with the Planning team to create and review financial plans for clients
• Provide reporting and data to management, team members, and other departments
• Create historical reporting related to Wealth Management team calls and initiatives
• Generate reports and analyze model scenarios for internal and external stakeholders
• Identify, automate, and communicate process improvements
• Perform duties in compliance with state and federal regulations
• Develop and execute short- and long-term goals
• Respond to team requests, resolve conflicts, and maintain confidentiality
• Build trust, adapt to different working styles, communicate status issues, and seek continuous feedback

Wealth Analyst – Retirement Plan Services

Advisor

• Partner with the wealth advisory team to provide retirement and benefit services, including 401(k), 457, 403(b), Cash Balance, and investment management services
• Lead due diligence best practices and business development initiatives across the firm's footprint
• Conduct client meetings and present retirement solutions, including quarterly investment reviews
• Research industry trends and provide relevant information to clients and team members
• Inform Wealth Advisors about retirement plan provisions and ensure funds are replaced according to quarterly due diligence reports
• Strengthen client relationships by anticipating needs, exceeding service expectations, and following through on commitments
• Conduct periodic plan review meetings with trustees and provide education and counseling to plan participants
• Develop leads and referrals while increasing current accounts
• Represent RKL Wealth Management's processes and investment philosophy
• Produce client and internal reports and troubleshoot challenges for plan sponsors
• Prepare the quarterly due diligence report and review legal documentation
• Communicate retirement plan updates across the RKL team and develop communication and education strategies
• Train and develop other retirement plan team members
• Maintain confidentiality of external, client, employee, and firm information
• Collaborate with team members, communicate work status, and seek continuous feedback

Application Integration Specialist

Senior Client Payroll Specialist

Senior Accountant – CAS

Wealth Analyst – Retirement Plan Services

Retirement Plan Advisor