Staff Accountant

Mariner

17d•Remote

About The Position

The staff accountant is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care to our Family Office clients. As one of the first associate’s clients connect with, the staff accountant is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you. The successful associate will be professional, caring, and genuinely demonstrate the highest level of client service. If you are looking to build your career with a firm that puts the client first by providing 360° advice designed to last and is committed to being there for everything life brings our clients’ way, then Mariner Wealth Advisors is the right firm for you. We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves where they work and have the support to meet career goals.

Requirements

Bachelor’s degree from an accredited college
3 plus years accounting experience
Proficiency in Microsoft Word, Outlook, and Excel.
Familiarity with bookkeeping software such as Quickbooks, Bill.com, Xero or Harvest
Clear communicator with strong interpersonal writing/verbal skills
Excellent problem solving, organizational and analytical skills
Detail oriented with high level of accuracy while maintaining efficiency
Able to manage conflicting priorities, deadline-based tasks and simultaneous projects
High degree of client service to both internal and external customers
Self-starter, highly motivated to personal growth and development
Ability to work in a team while maintaining a high level of responsibility and accountability to individual projects and tasks
Ability to keep client matters strictly confidential

Nice To Haves

California or West Coast Preferred

Responsibilities

Accountant for multiple clients – including Ultra High Net Worth Families, Businesses and Private Foundations
Receive, approve, and maintain monthly vendor invoices, cut checks and record monthly activity in accounting software
Prepare and record monthly and quarterly invoicing, receivables, credit card allocations and intercompany transactions
Reconcile bank and investment statements
Process payroll for clients and help with quarterly reports.
Maintain fixed assets in fixed asset software and keep depreciation updated
Prepare monthly financial statements and other reports as needed.
Work with client advisors to provide them with reports and documents as needed
Assists tax professionals with tax information as needed
Provide exceptional customer service and build rapport with clients
Other duties will be determined and discussed