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Business Valuation, Forensics & Transaction Advisory Intern - Summer or Fall 2027

RKL Wealth Mgmt LLC
🇺🇸 United States
On-site
Internship
3 weeks ago
  • SuccessFactors

Not enough detail in this posting to match

The Intern supports the Consulting team in general operations, data analysis and modeling related to RKL’s clients’ more challenging financial management needs. The Intern is paired with a Consultant matching their skills and expertise, however will be participating in consulting engagements of various focus areas and industries.

SuccessFactors

Responsibilities

  • Assist with conducting financial analysis and market data research and providing recommendations to the client
  • Provide administrative and technical support to the Financial Management Services team on a variety of functions
  • Network with peers and team members at alllevels
  • Participate in team building exercises and community outreachactivities
  • Participate in continuous learning and leadership developmentworkshops
  • Collaborate with leadership to identify opportunities forefficiencies

PeopleManagement/Relationships

  • Take initiative to be a team player (seek out opportunities to helpothers)
  • Treat everyone withrespect
  • Develop loyalty and trust withteam
  • Successfully adapt to different personalities and workingstyles
  • Proactively and effectively communicate information regarding status issues to teammembers
  • Hold self-accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions

RequiredSkills

  • Excellent organization skills and strong attention todetail
  • Multi-tasker with the ability to prioritize workaccordingly
  • Excellent verbal and written communicationskills
  • Strong analytical and interpersonalskills
  • Ability to work autonomously under the pressure of tight deadlines and multiplepriorities

Education, Experience andCertifications

  • Currently pursuing a Bachelor’s or Master’s degree inAccounting
  • Minimum GPA of 3.0
  • Desire to pursue the CPA designation and a career in professional services/publicaccounting
  • Excellent communication and analytical skillsrequired
  • Strong technical skills with the ability to problem-solve in a fast-pacedenvironment

EssentialFunctions

  • Must be able to remain in a stationary position asneeded
  • The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery etc.
  • Constantly operates a computer and other office productivity machinery, such as an adding machine, copy machine, and computer printer
  • Ability to communicate in a professional manner and exchange information with internal and external team members/vendors as needed
  • Ability to lift/carry up to 20pounds
  • Ability to work outside of normal business hours and weekends asneeded
  • Ability to travel to other office locations as needed, overnight travel may berequired
  • This job description is subject to change at any time and employee will be given additional responsibilities as assigned

Salary Range:

$20

Business Valuation, Forensics & Transaction Advisory Intern - Summer or Fall 2027 · RKL Wealth Mgmt LLC

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