RKL offers a comprehensive benefits package as well as an ability to work with your day-to-day life. This includes:
Full medical, dental, and vision coverage
Commitment to work life balance
Investment and complete buy-in to your career progress, through trainings, mentorships, and advancement
Competitive PTO
401(k) match
Who We Are and What We Do
We are RKL, a leading advisory firm that helps organizations and their leaders take on everyday challenges and opportunities while preparing them for whatever comes next in their business.
RKL aspires to be a collaborative organization working for the collective success and benefit of one another, our clients, and our communities.
About the Position
The Tax Administrative Assistant provides overall administrative support to the Tax service line and is responsible for organizing and preparing necessary documents for accountants as needed. They ensure tax returns, forms/reports, and various letters adhere to firm standards according to policies and procedures in place. Additionally, the role involves front desk support, overseeing office tasks, managing incoming calls, coordinating lunch orders, welcoming guests, maintaining office supply inventory, monitoring data for our tax partners, and managing mail correspondence.
Responsibilities
Collaboratively manage front desk operations, including coverage during staff breaks, lunches, and periods of leave.
Process all mail-related tasks, including sorting and dispatching incoming/outgoing mail, handling Certified Mail with tracking, and coordinating with carriers like UPS & USPS.
Oversee the 1040 Sign-In Exton mailbox, ensuring timely responses and follow-ups.
Jointly responsible for inventory management, including tracking, ordering, and organizing office and kitchen supplies, as well as RKL stationery.
Serve as the alternate point of contact for the RKL Admin Processing Desk in Exton, addressing all administrative inquiries and providing support to the Capital Region Processing Desk as needed.
Provide primary support to the Tax department and secondary support to the Risk, Internal Audit, IS, and Audit teams.
Coordinate the ordering of lunches during peak seasons and arrange catering for meetings.
Execute new client onboarding processes using systems such as Star, Axcess, and GFR, including updates to the Tax Arrangement Letters tracking list.
Manage electronic signatures and documents through DocuSign for Tax Arrangement Letters.
Maintain a professional office environment; this includes tidying the conference room and replenishing supplies in mini fridges.
Collaborate with the Marketing team to prepare materials for events and update display sheets.
Offer IT support by assisting with staff equipment needs, troubleshooting conference room technology, and handling IT deliveries.
Assist the HR department with the collection and management of company equipment and other tasks as required.
Participate in building management by submitting work orders and communicating any office or building-related issues.
Two or more years' experience in an administrative function with the ability to format information in Excel and Word. Prior financial or professional services industry knowledge preferred and excellent attention to detail.
If you are passionate about the work, you do and want to join an amazing team that will invest in your future, we want you here! For more information regarding our open position and the services we provide, visit our website at https://www.rklcpa.com/careers/.
RKL is an equal opportunity employer and considers all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.