Family Office Accountant

Mariner Wealth Advisors • Tulsa, OK

6d

About The Position

We are hiring a Family Office Accountant to join a great team that oversees a large client in our Tulsa, OK office. This position is open to candidates interested in a full-time role. This is a great opportunity to help support our rapidly growing firm.

Requirements

• A minimum of two years of bookkeeping and accounting experience; Candidates with an Associate or Bachelor’s degree in Accounting or a related field from an accredited college and no prior experience will be considered
• Ability to keep client matters strictly confidential
• Able to manage conflicting priorities, deadline-based tasks, and simultaneous projects
• Solid computer skills and proficiency in Microsoft Word, Outlook, and Excel.
• Clear communicator with strong interpersonal writing/verbal skills
• Detail oriented, excellent organizational and analytical skills
• High degree of client service to both internal and external customers
• Ability to work in a team while maintaining a high level of responsibility and accountability to individual projects and tasks
• Strong judgment and confidence in decision making when appropriate
• Attention to detail and accuracy in all work

Nice To Haves

• Familiarity with bookkeeping software such as QuickBooks will be preferred

Responsibilities

• Receive, approve, pay, and maintain monthly invoices
• Request, collect and record various revenue sources
• Reconcile vendor and customer accounts and communicate with them as necessary
• Assist with monthly and quarterly invoicing, receivables, credit card allocation and intercompany transactions
• Receives and records monthly financial activity
• Assist team lead on various client projects
• Assist with preparation of monthly, quarterly, and annual financial statements
• Work with client advisors to provide them with reports and documents as needed
• Assists accountants with tax information as needed

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree