- Execute comprehensive month-end accounting tasks, including revenue, inventory adjustments, and depreciation, ensuring accurate financial reporting
- Code bank and credit card activity while maintaining open communication with clients for inquiries
- Analyze financial statements and make necessary adjustments for financial presentations during month-end close meetings
- Manage accounts payable and receivable, including invoice processing, payment tracking, and maintaining vendor and customer relationships
- Conduct efficient bill payments and maintain records using Bill and similar systems
- Oversee payroll processing, from recording entries and accruals to ensuring tax compliance and timely filings
- Work with various client systems to ensure seamless integration with the accounting software
- Adhere to strict processing and reporting deadlines to maintain consistent financial reporting cadence
- Participate in and contribute to the development and improvement of financial systems and processes
- Support special projects and perform additional assignments to meet organizational and client needs
- Any other duty as needed to drive to the vison, fulfill the mission, and abide by the values of RKL Virtual Management Solutions
- Contribute to a collaborative team environment by actively seeking opportunities to assist team members
- Build loyalty and trust within the team through consistent, reliable actions and integrity
- Communicate proactively and clearly about the status and issues of tasks to all relevant team members
- Take responsibility for the completion and quality of assigned work, while being receptive to feedback and open to new ideas for personal and professional growth
- Demonstrate an understanding of RKL's business model, service lines, and competitive landscape
- Leverage knowledge of client service capabilities to contribute to the firm's growth and client satisfaction
- Stay informed on technological advancements and their potential impact on the firm's success and service delivery
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Required Knowledge, Skills, and/or Ability- Excellent organization skills and strong attention to detail
- Multitasker with the ability to prioritize work accordingly
- Excellent verbal and written communication skills with strong client service focus
- Strong analytical and interpersonal skills
- Ability to work autonomously under the pressure of tight deadlines and multiple priorities
- Proficiency with Microsoft Word, Excel and Outlook
- Ability to thrive and adapt in a fast paced environment
- Problem solving skills; ability to shift focus and adapt to changes
- Bachelor’s degree in Accounting, Human Resources, Business Management, Organizational Development or related field
- Minimum of 2 years of previous experience in similar role
- Must be able to remain in a stationary position as needed
- The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.
- Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
- Ability to communicate in a professional manner and exchange information with internal and external actors as needed
- Ability to lift/carry up to 20 pounds
- Ability to work outside of normal business hours and weekends as needed
- Ability to travel to local and non-local clients as needed, overnight travel may be required
- This job description is subject to change at any time and employee will be given additional responsibilities as assigned
Salary Range:
$55,000 - $65,000Skills Required
- Bachelor’s degree in Accounting, Human Resources, Business Management, Organizational Development, or a related field
- Minimum of 2 years of previous experience in a similar role
- Proficiency with Microsoft Word, Excel, and Outlook
- Excellent organizational skills and strong attention to detail
- Ability to multitask and prioritize work
- Excellent verbal and written communication skills
- Strong client service focus
- Strong analytical and interpersonal skills
- Ability to work autonomously under tight deadlines and manage multiple priorities
- Ability to thrive and adapt in a fast-paced environment
- Problem-solving skills and adaptability
- Ability to work outside normal business hours and weekends as needed
- Ability to travel to local and non-local client offices; overnight travel may be required
- Ability to lift or carry up to 20 pounds
What We Do
We are RKL, a leading advisory firm focused on delivering solutions that help organizations navigate everyday complexities and get to the next level, however they define it. We tap into a wide range of services — tax, accounting, financial management, workforce strategies, private wealth, technology and more — to deliver solutions that help organizations and their leaders navigate everyday complexities and get to the next level, however they define it. Fueled by the talent and dedication of nearly 600 professionals, we're consistently ranked among the nation's top firms and Pennsylvania's "Best Places to Work," and earned a Best of Accounting Client Satisfaction award for our world-class Net Promoter Score. Learn more at rklcpa.com. Follow us on LinkedIn for the latest insights, trends and strategies from RKL experts, as well as firm news and community engagement. You can also connect with us on Twitter (@RKLcpa) and Facebook (https://www.facebook.com/rklcpa). Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.
