RKL
Small Business Associate - 2025
RKL, Lancaster, Pennsylvania, us, 17622
The Associate is responsible for working with clients on general bookkeeping, financial statement preparation, business and individual tax returns. They ensure all work papers, journal entries and tax documents are completed diligently, in a timely manner and as efficiently as possible. Associates provide exceptional client service as a trusted business advisor.
Success Factors
Responsibilities
Prepare necessary work papers, journal entries, financial statements and prepare tax returns for review by the in-chargeOnsite client work as deemed necessaryAnswer client calls and emails in timely manner and with a solution-oriented approachProduce quality documentation, financial statements and tax returns for review with minimal correctionsDevelop understanding of relationship of financial statement outcome to tax implications to clientRead prior year financial statements, tax returns and client website and actively seek out information from team members to gain understanding of client business and industryPrepare tax returns and conduct self-review of work before submission to in-charge/reviewerProactively inform engagement team of work status and request information from client as neededEnsure client deliverables are met within expectationsDevelop an understanding of other firm services and application in relationship to client needsKeep up to date with local and national business and economic issuesParticipate in continuous learning activities and active research to improve and develop technical expertise; apply learned conceptsCollaborate with leader to identify opportunities for efficiencies and proactive engagement managementPeople Management/RelationshipsTake initiative to be a team player (proactively seek opportunities to help others)Treat everyone with respectDevelop loyalty and trust within the teamSuccessfully adapt to different personalities and working stylesProactively and effectively communicate information regarding status issuesHold self accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestionsRequired SkillsExcellent organization skills and strong attention to detailMultitasker with the ability to prioritize work accordinglyExcellent verbal and written communication skills with strong client service focusStrong analytical and interpersonal skillsAbility to work autonomously under the pressure of tight deadlines and multiple prioritiesEducation, Experience and Certifications
Bachelor's degree in Accounting; graduating students should have 150 credit hours and a GPA of 3.0 or aboveActively pursuing CPA licensure, if not already obtainedUnderstanding of general accounting principles and willingness to learn, drive for self-improvementWorking knowledge of Microsoft Office suite products, some knowledge of QuickBooks and Payroll software a plusSelf-motivated and willingness to enhance accounting and advisory knowledge, including knowledge on taxation mattersExcellent attention to detail with the ability to manage multiple projectsEssential FunctionsMust be able to remain in a stationary position as neededThe 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 printerAbility to communicate in a professional manner and exchange information with internal and external actors as neededAbility to lift/carry up to 20 poundsAbility to work outside of normal business hours and weekends as neededAbility to travel to local and non-local clients as needed, overnight travel may be requiredThis job description is subject to change at any time and employee will be given additional responsibilities as assigned
Salary Range:$60,000 - $70,000
Success Factors
Responsibilities
Prepare necessary work papers, journal entries, financial statements and prepare tax returns for review by the in-chargeOnsite client work as deemed necessaryAnswer client calls and emails in timely manner and with a solution-oriented approachProduce quality documentation, financial statements and tax returns for review with minimal correctionsDevelop understanding of relationship of financial statement outcome to tax implications to clientRead prior year financial statements, tax returns and client website and actively seek out information from team members to gain understanding of client business and industryPrepare tax returns and conduct self-review of work before submission to in-charge/reviewerProactively inform engagement team of work status and request information from client as neededEnsure client deliverables are met within expectationsDevelop an understanding of other firm services and application in relationship to client needsKeep up to date with local and national business and economic issuesParticipate in continuous learning activities and active research to improve and develop technical expertise; apply learned conceptsCollaborate with leader to identify opportunities for efficiencies and proactive engagement managementPeople Management/RelationshipsTake initiative to be a team player (proactively seek opportunities to help others)Treat everyone with respectDevelop loyalty and trust within the teamSuccessfully adapt to different personalities and working stylesProactively and effectively communicate information regarding status issuesHold self accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestionsRequired SkillsExcellent organization skills and strong attention to detailMultitasker with the ability to prioritize work accordinglyExcellent verbal and written communication skills with strong client service focusStrong analytical and interpersonal skillsAbility to work autonomously under the pressure of tight deadlines and multiple prioritiesEducation, Experience and Certifications
Bachelor's degree in Accounting; graduating students should have 150 credit hours and a GPA of 3.0 or aboveActively pursuing CPA licensure, if not already obtainedUnderstanding of general accounting principles and willingness to learn, drive for self-improvementWorking knowledge of Microsoft Office suite products, some knowledge of QuickBooks and Payroll software a plusSelf-motivated and willingness to enhance accounting and advisory knowledge, including knowledge on taxation mattersExcellent attention to detail with the ability to manage multiple projectsEssential FunctionsMust be able to remain in a stationary position as neededThe 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 printerAbility to communicate in a professional manner and exchange information with internal and external actors as neededAbility to lift/carry up to 20 poundsAbility to work outside of normal business hours and weekends as neededAbility to travel to local and non-local clients as needed, overnight travel may be requiredThis job description is subject to change at any time and employee will be given additional responsibilities as assigned
Salary Range:$60,000 - $70,000