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Accountant

Company: Mariner Wealth Advisors
Location: Tulsa
Posted on: May 3, 2021

Job Description:

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 associates 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.


  • Accountant for multiple clients could include 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

Skills and Knowledge

  • 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

  • Bachelors degree from an accredited college or commensurate experience
  • 5 plus years accounting experience
  • Proficiency in Microsoft Word, Outlook, and Excel.
  • Familiarity with bookkeeping software such as Quickbook

EOE M/F/D/V

Keywords: Mariner Wealth Advisors, Tulsa , Accountant, Other , Tulsa, Oklahoma

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