Rehmann

• Process bi-weekly and monthly payroll accurately and on time using Workday • Ensure compliance with federal, state, and local payroll laws and regulations across multiple jurisdictions • Coordinate payroll tax filings and payments through OSV • Review and reconcile payroll data, including earnings, deductions, and benefit withholdings • Audit and verify timekeeping records for completeness and accuracy • Investigate and resolve payroll discrepancies in a timely manner • Maintain employee payroll records and ensure data integrity within Workday • Ensure retirement account contributions and loan repayments are processed, funded, and maintained accurately • Prepare and compile data for annual Workers’ Compensation and 401(k) audits • Monitor and process employee promotions, transfers, and terminations in a timely and accurate manner • Support year-end payroll processes, including W-2 preparation and distribution • Collaborate with HR, Finance, and Benefits teams to ensure accurate payroll processing • Respond to employee payroll-related inquiries professionally and promptly • Assist with audits and provide supporting documentation as needed

Role Description If you’re here, you’re looking for something more. More opportunity, more impact, more purpose. At Rehmann, each and every one of our associates plays a pivotal role in the Firm’s success. When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership. No matter where you want to go in your career, Rehmann can help you get there. Whether you’re in the early stages of your professional journey or you’re further down your path, we’re focused on helping you achieve your goals – whatever they may be. When you join Rehmann, you are part of a culture that Puts People First and aims to help everyone reach their fullest potential. Let us show you all the ways we can Empower Your Purpose. Essential Duties/Responsibilities: - Write proposals and Engagement Letters. - Handle Salesforce data entry. - Handle many of the workflow administrative steps involved in the sales pipeline process. - Conduct research, gather and analyze data. - Arrange in-person and virtual meetings, ensuring all participants are contacted and confirmed, meeting rooms and technology are set up, and any additional preparation is provided. - Coordinate bi-annual HRS Development Day planning details and attend the two in-person events. - Attend bi-weekly virtual team huddle meetings. - Handle the online application of HRCI / SHRM credits for events/webinars. - Assist in preparing and editing presentations and reports. - Manage calendars and schedule appointments for leadership team members as requested. - Ensure client documents are properly filed and that client information is available as needed. - Maintain client confidentiality by protecting all client information in accordance with professional and legal standards. - Coordinate breakdown of client pass-through costs to accounts payable and billing for applicable department invoices. - May include some virtual and onsite project work for clients from time to time, such as designing surveys in MS Office, auditing and correcting I-9s, organizing personnel files. - May be responsible for ordering supplies within budget, including cost comparison; maintaining office equipment; and other office maintenance responsibilities as needed. Qualifications - Associates degree preferred. - Proficiency with Salesforce and MS Office Suite. - Demonstrates pattern of positive interactions with other associates and works within a team environment. - Displays ability to learn and willingness to perform all tasks and to assist others. - Demonstrates professional image, maturity, self-confidence, and a positive attitude. - Demonstrates ability to work in a fast-paced environment. - Ability to multitask while providing exceptional customer service. - Demonstrates ethical behavior in accordance with professional standards. - Ability to be flexible and adapt to changes. - Ability to adhere to project budgets, timelines, and client expectations. - Willing to support Firm-wide best practices and offer suggestions for leaders to consider to improve processes. - Articulate in speech and writing; communicates in a clear, fact-based manner. - Asks concise, targeted questions in order to fulfill objectives and task completion. - Demonstrates ability to handle communications in a discreet, professional, and confidential manner. - Ensures other associates, supervisors, and clients are informed of progress and significant project developments. - Advanced computer knowledge, including Microsoft Office Suite: Microsoft Word to prepare correspondence and reports, and Microsoft Excel to use formatting, create tables and charts, and display information effectively. - Proficient in the use of specific office software required to support the office/department, including, but not limited to STAR, Salesforce, Adobe Acrobat, electronic delivery software, etc. - Ability to operate multiple phone lines, conference and video equipment, and document production equipment, etc. - Understanding the services, the basic purpose, and the terminology of the practice areas provided by Rehmann. - Understanding the theory and techniques of the department, consistent with the knowledge that could be obtained in an associate’s degree program. - Full working knowledge of the forms, documents, reports, etc. produced by the department. - Strong time management, multi-tasking, and attention to detail skills. - Exceptional human relations skills, with the ability to develop and maintain positive relationships with associates and clients. - Strong problem-solving skills and ability to think critically. Benefits - Programs and benefits that encourage growth and development. - Benefits focused on physical and mental health. - Paid time off for volunteering and diversity-related activities. - Flexible work arrangements. Company Description When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be. Rehmann is an Equal Opportunity Employer.

Role Description We are seeking talented Accountant to join our Client Accounting and Advisory Services team. How You Will Make an Impact at Rehmann: - Reconciling client bank account statements - Preparing journal entries - Updating depreciation and amortization schedules - Preparing financial statements - Assisting with transactional accounting - payroll, cash receipts, cash disbursements - Maintaining clients' accounting software and files - Building relationships internally to foster a culture of teamwork and collaboration - Providing a “wow” experience to every client - Contributing to the success of our clients’ organizations - Identifying opportunities to introduce other Rehmann specialists to existing clients Qualifications - Bachelor’s degree in accounting or related field - Progress towards the CPA exam or a commitment to pursue - 2-5 years in handling the accounting duties described above - Proficiency with MS Word and Excel - Proficiency with accounting specific software programs, including Quickbooks Online or other accounting, bill pay and payroll software - Ability to read a financial statement and identify issues to discuss with a client - Outstanding client service and communication skills - Ability to manage multiple deadlines in a fast-paced environment - Desire to develop unique business solutions in a team-based environment - Commitment to continuous learning and development - Unwavering integrity in all situations - High degree of attention to detail Benefits - Programs and benefits that encourage growth and development - Benefits focused on physical and mental health - Paid time off for volunteering and diversity-related activities - Flexible work arrangements Company Description When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be. Rehmann is an Equal Opportunity Employer.

Role Description How You Will Make an Impact at Rehmann: - Developing and implementing innovative solutions for our clients' financial and business needs - Bringing proactive, fresh ideas to assist our clients in meeting their goals and aspirations - Preparing, supervising and reviewing detailed accounting functions and work papers - Building relationships internally to foster a culture of teamwork and collaboration - Identifying opportunities to introduce other Rehmann specialists to existing clients - Contributing to the success of our clients’ organizations - Providing direction and new challenges to associates on your team - Mentoring associates as they navigate their career paths - Developing deep and meaningful relationships in the business community Qualifications - 5+ years of accounting and consulting experience - Proven technical acumen for accounting and consulting engagements that position clients for success - CPA or other related certifications preferred - Track record of developing profitable, sustainable client relationships - Knowledge of business operations and interest in working with clients to sustain growth and enhance profitability - Familiarity with accounting technology solutions - Outstanding client service and communication skills - Highly motivated and results oriented - Desire to develop unique business solutions in a team-based environment - Passion for coaching others to higher levels of performance - Commitment to continuous learning and development - Out-of-the box thinking and an entrepreneurial spirit - A new perspective and new ideas allowing us to continuously improve - Unwavering integrity in all situations Benefits - Programs and benefits that encourage growth and development - Benefits focused on physical and mental health - Paid time off for volunteering and diversity-related activities - Flexible work arrangements Company Description We Put People First in all that we do. Our associates are our greatest assets and we provide programs and benefits that encourage growth and development and align with their needs and goals.

• Serve as a centralized operational resource for Envestnet account administration on behalf of Advisors and Financial Service Associates (FSAs) • Complete onboarding of new TAMP accounts • Process ongoing account maintenance and modifications as directed by the Advisor • Enter, monitor, and complete service requests within the TAMP and related custodial platforms • Maintain an organized and prioritized task queue • Execute advisor‑directed model changes, portfolio reallocations, and account goal modifications • Ensure all account activity, service actions, and notes are documented accurately • Partner with Advisors, FSAs, Compliance, and Operations teams to research issues • Assist with the development, documentation, and refinement of standardized TAMP workflows • Support training and onboarding efforts

• Managing & performing execution for CFO Services projects • Leading fractional CFO support engagements • Creating cash management and forecasting tools • Supporting due diligence projects • Developing the sales pipeline and market for CFO services

• Developing and implementing innovative solutions for clients' financial needs • Preparing, supervising and reviewing detailed accounting functions • Building relationships to foster teamwork and collaboration • Identifying opportunities for Rehmann specialists