The Associate is responsible for preparing tax returns and completing working papers for assigned clients. They help clients improve their tax function to control risk and facilitate better decision making. Associates act as strategic consultants by providing advice and helping organizations and individuals understand various tax implications. The Associate provides exceptional client service as a trusted business advisor. Success Factors

Responsibilities

Work as part of a team reviewing tax strategies, ensuring tax compliance and increasing post tax profits to achieve the best corporate and individual tax practices for our clients Independently prepare tax returns, working with a variety of entities such as corporations, partnerships, estates, trusts and non-profits across various industries Assist on tax-related projects on an ad hoc basis Review data input and resolve technical tax issues; respond to inquiries from the IRS and other taxing authorities Provide guidance to Tax Interns in the scanning and preparation of tax returns Answer client calls and emails in timely manner and with a solution-oriented approach Ensure client deliverables are completed within expectations Identify and introduce other firm services based on client needs and discovered opportunities Keep up to date with local and national business and economic issues Participate in continuous learning activities and active research to improve and develop technical expertise; apply learned concepts Collaborate with leader to identify opportunities for efficiencies and proactive engagement management PeopleManagement/Relationships

Takes initiative to be a team player (seeks out opportunities to help others) Treats everyone with respect Develops loyalty and trust with team Successfully adapts to different personalities and working styles Proactively and effectively communicates information regarding status issues to team members Holds self-accountable for assigned work; seeks continuous feedback to learn and develop in role; open to new ideas and suggestions BusinessGrowth(ifapplicable)

Possesses an understanding of RKL’s business (service lines, competitors) and client service capabilities and the impact of technology upon the firm’s growth and success Qualification

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 Skills

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 Understanding of general accounting and tax principles and willingness to learn, drive for self-improvement Working knowledge of Microsoft Office suite products and technologically-savvy Self-motivated and willingness to enhance accounting and advisory knowledge Excellent attention to detail with the ability to manage multiple projects Proficiency with Microsoft Word, Excel and Outlook Excellent organizational skills with a strong attention to detail Education, Experience and Certifications Bachelor’s degree in Accounting; graduating students should have 150 credit hours and a GPA of 3.0 or above Actively pursuing CPA licensure, if not already obtained Essential Functions Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear 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 on site at client locations, stoop, kneel, crouch, push and pull Vision abilities required include close vision, distance vision and the ability to adjust focus. 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 and events 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: