Jobs at RKL

Supports Wealth Advisors and Investment Analysts with financial planning, investment research, asset-class and securities analysis, client goal and risk assessment, and portfolio reviews. Participates in professional development, networking, community outreach, team-building, and process-improvement initiatives. Requires strong organization, communication, analytical, interpersonal, and problem-solving skills while managing multiple priorities and deadlines.

Prepares tax returns, working papers, journal entries, and financial statements; performs audit testing and reviews financial information for clients. Provides bookkeeping, tax compliance, client support, and business advisory services across various entities and industries. Associates communicate with clients, meet deliverables, research technical issues, support interns, identify service opportunities, and participate in continuous learning. Local and non-local client travel, occasional after-hours work, and weekend work may be required.

Supports Wealth Advisors and Investment Analysts with financial planning, investment research, asset-class and securities analysis, client goal and risk assessment, portfolio reviews, and efficiency initiatives. Participates in networking, leadership development, team-building, and community outreach activities while developing communication, analytical, organizational, and problem-solving skills in a wealth management environment.

Supports consulting engagements through financial analysis, market research, modeling, client recommendations, and administrative and technical assistance. The intern collaborates with consultants and leadership, identifies efficiency opportunities, communicates work status, participates in professional development and team activities, and manages multiple priorities under deadlines. The role requires attention to detail, analytical and interpersonal skills, professional communication, computer use, occasional after-hours work, and travel to other offices as needed.

Supports senior living consulting engagements by preparing Medicare and Medicaid cost reports, analyzing financial transactions, researching industry data, and identifying efficiency opportunities. The intern collaborates with clients, leadership, and team members while developing accounting, financial analysis, communication, and professional services skills. The role includes learning workshops, community outreach, office-based computer work, occasional weekends or after-hours work, and travel to other offices as needed.

Supports client accounting teams with transaction review and coding, accounts payable and receivable processing, financial data entry, account reconciliations, month-end close activities, journal entry preparation, and basic financial statement analysis. The intern uses Excel, QuickBooks Online, Sage Intacct, and cloud-based accounting tools while collaborating with team members and interacting with clients as needed.

Accounting internship supporting audit, tax, and small business engagements. Responsibilities include organizing tax documents, reconciling tax data, preparing business and individual tax returns, assisting with depreciation and fixed-asset projects, collaborating with team members, networking, participating in training, and identifying process efficiencies. The role requires strong organization, communication, analytical ability, attention to detail, and client service skills.

Supports international tax professionals with client engagements, tax document organization, data reconciliation, business and individual tax returns, depreciation and fixed-asset projects, and tax strategy work. The intern collaborates with team members and leadership, participates in networking and professional development, communicates assignment status, and identifies process efficiencies while maintaining accuracy and meeting deadlines.

Partners with service-line leaders to align talent deployment, capacity, scheduling, utilization, and workforce planning with client-service needs. Develops staffing recommendations, forecasts, dashboards, KPIs, and leadership reports; identifies capacity and scheduling risks; and improves resource-management processes, data quality, reporting, and technology adoption. Supports continuous improvement and change-management initiatives while managing workforce analytics and strategic resource plans.

Manage client investment portfolios and strategy, collaborate with advisory teams on financial planning, implement and monitor asset allocations, prepare client reports, conduct market research, ensure regulatory compliance, and support business growth through client relationships and community engagement.

Lead and supervise nonprofit audit engagements, review transaction cycles, plan audit strategy, coach Associates and Interns, present findings, ensure deliverables, research issues, support client relations, and identify advisory opportunities to improve controls and financial reporting.

Lead ERP solution architecture and client implementations, manage project lifecycle and team performance, advise on finance processes and best practices, oversee budgets, scope, and deliverables, participate in sales/staffing, and ensure strong client relationships and post-implementation support.

Manage client investment strategies and portfolios, collaborate with wealth advisors on planning, implement and adjust asset allocations, prepare reports, conduct market research, ensure regulatory compliance, and support business development and client retention.