RKL LLP

• Prepare and review income/franchise/gross receipts and sales/use tax nexus studies and risk assessments to identify filing responsibilities, identify SALT risks, and ensure compliance. • Prepare and review voluntary disclosure applications, agreements, and related documentation. • Perform technical reviews of state income/franchise tax returns. • Interpret and advise on Public Law 86-272 and its impact on state income tax filings. • Serve as a help desk technical resource for income/franchise/gross receipts tax questions from internal and external clients. • Guide internal and external clients on multi-state apportionment projects, including cost of performance and market-based sourcing approaches. • Perform SALT due diligence for buy-side and sell-side clients. • Be willing to assist with sales and use tax matters, including taxability reviews, audit defense, and help desk questions from internal and external clients. • Manage internal and external client relationships in a clear and responsive manner. • Collaborate with SALT Practice Leader to develop and implement best practices and innovative tax solutions.

Salary Range: $100,000 - $120,000

• Reconcile accounts payable (AP), and accounts receivable (AR), and prepare and enter month-end adjusting journal entries • Prepare comprehensive financial reporting, including balance sheets, income statements, cash flow statements, financial analyses, and highlight budget variances • Set priorities and review the work of team members, including payroll journals, bank transaction coding, and month-end journal entries, and ensure staff adhere to best practices and internal controls • Update accounting software with client data and ensure accurate record- keeping • Prepare for, schedule, and conduct client meetings, ensuring thorough preparation and follow-up on identified tasks, and maintain effective client communication • Promptly respond to client inquiries and requests for information within 24 hours while maintaining high-quality customer service • Prepare workpapers, review financial statements for accuracy • Develop a deep understanding of client industries and accounting operations, and contribute to the improvement of financial systems and processes • Retrieve bills from vendor sites and conduct bank and expense management reconciliations • File, pay, and track sales tax, ensuring compliance with deadlines and maintaining accurate records • Assist and support team members with bill coding, client questions, and fill in for absent teammates as needed • Perform additional responsibilities and adapt to client needs for month-end closing and other accounting tasks

• Work with our business partners to support management reporting and financial reporting • Work with business partners to develop dashboards • Identify the client's needs and determine which modules would best serve their needs • Review current standards and revise to ensure best practices • Provide ongoing support after integration (training, prototype sessions) • Develop and facilitate customized learning to meet the client's needs prior to launch • Collaborate with the client to build models based on their needs • Manage project scope, tasks, deadlines, budgets and work with project team through implementation • Analyze client's current data and provide recommendations on how to integrate into Adaptive Insights • Maintain confidentiality with external client information as well as internal employee and firm information

The FP&A Specialist has a primary focus on helping develop budgeting and planning models as well as strategic reporting. From scoping to integration to launch, this role will be the key point of contact for our clients. Building an open relationship focusing on client success is integrate for this role. Success Factors Responsibilities - Work with our business partners to support management reporting and financial reporting - Work with business partners to develop dashboards - Identify the client's needs and determine which modules would best serve their needs - Review current standards and revise to ensure best practices - Provide ongoing support after integration (training, prototype sessions) - Develop and facilitate customized learning to meet the client's needs prior to launch - Collaborate with the client to build models based on their needs - Manage project scope, tasks, deadlines, budgets and work with project team through implementation - Analyze client's current data and provide recommendations on how to integrate into Adaptive Insights - Maintain confidentiality with external client information as well as internal employee and firm information People Management/Relationships - Take initiative to be a team player (seeks out opportunities to help others) - Treat everyone with respect and develop loyalty and trust with team - Successfully adapt to different personalities and working styles - Proactively and effectively communicate information regarding status issues to team members - Hold self accountable for assigned work; seek continuous feedback to learn and develop in role; is open to new ideas and suggestions Required Skills - Strong communication skills, written and verbal, to effectively interface with all levels of firm management and staff; ability to communicate issues and conclusions - Ability to work independently and under pressure, meet deadlines and work on multiple projects simultaneously - Strong project and time management skills - Collaboration with geographically disbursed teams - Problem solving, conceptual and analytical skills; ability to shift focus and adapt to change Education, Experience and Certifications - Bachelor’s degree or commensurate experience - Background in accounting and/or financial planning & analysis (FP&A) and experience in budgeting, forecasting and financial reporting/consolidation preferred - Minimum of two years’ experience with Martuxs, Prophix or Adaptive Insights by Workday - Proficiency with Microsoft Office Suite - Advanced knowledge in Microsoft Excel and SQL (or equivalent databases) - Excellent organizational skills and ability to thrive and adapt in a fast paced environment - Excellent attention to detail with the ability to manage multiple projects Essential Functions - 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 operate 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 customers 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: $80,000 - $95,000

• Responsible for accurate and timely financial processing • Managing accounts payable and receivable • Reconciling bank and credit card accounts • Facilitating revenue uploads through various integrations • Recording payroll transactions • Preparing journal entries • Contributing to the monthly close process • Collaborating with engagement teams

• Maintain functional certifications of product knowledge, new enhancements and technology • Prepare and maintain a demo system environment and present solutions via demonstrations • Participate in lead discovery call and site survey activities to uncover business challenges and opportunities for innovation as needed • Provide proof of concept demos per the agenda and critical requirements • Develop and nurture relationships with prospects and demonstrate excellent customer service • Assist with post sale customer care engagements as needed

• Provide consulting services to advise on best practices to use and implement best ERP solution for the client • Design, develop and deploy solutions and applications that help clients optimize the value they derive from their accounting and financial strategies • Perform maintenance and administrative tasks in both production and non-production environment • Manage and assist clients through proactive contact with prompt resolutions • Key point of contact for ERP implementations, upgrades and support, from kick off meeting/requirements gathering to testing, go-live and support • Analyze impact of specific requirements on the platform and identify the optimum way to migrate to the new platform – both functionality and data • Identify opportunities to improve performance and proactively challenge system usage to maximize return on investment • Ensure successful implementation and client satisfaction through project sign-off and survey follow up • Check deliverables of vendor partners to make sure they are fit-for-purpose and guide and coach teams as necessary • Build and maintain client relationships with business and technology stakeholders • Develop and test detailed functional designs for business solution components and prototypes • Follow set company processes, guidelines and framework • Act as subject matter expert providing best-practice guidance on financial business processes and implementation approaches • Participate in sales and marketing activities as needed