Family Office Accountant

Mariner Wealth Advisors • Tulsa, OK

1d • Onsite

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.

Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at www.mariner.com. Mariner is committed to, and maintains, a drug-free workplace.
Our culture of belonging is our most valuable asset and what makes growth and innovation possible. Your unique abilities are a vital part of what makes us Mariner and we are committed to accelerating your access to excellence.

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: Mid Level
• Education Level: Associate degree
• Number of Employees: 501-1,000 employees