Mariner Wealth Advisors

  • Family Office Accountant

    Job Location(s) US-OK-Tulsa
    Posted Date 2 weeks ago(11/29/2018 2:32 PM)
    MCON - Mariner Consulting
    # of Openings
    Job Closing Date
  • Overview

    Mariner Wealth Advisors is a national wealth advisory firm.  Our mission is to help clients and their families navigate their financial future, charting the course to achieve their financial goals today, tomorrow and for years to come.  Simply put, we exist to be advocates.  We believe everyone can benefit from professional advice and, as our clients’ advocate, we help them make informed financial decisions so they can live a fulfilling life.


    The firm offers a wide range of tax services which include tax preparation and consulting services for individuals, trusts, and closely held entities, estate planning, private foundation tax services. We also provide servicing in various financial/tax planning projects, family office services, optimizing charitable giving, succession planning and wealth transfer opportunities. 


    We are currently seeking candidates for the position of Family Office Accountant in our Tulsa, Oklahoma office.  The Family Office Accountant will assist with servicing high net worth individuals and family offices.


    • Receive, approve, and maintain monthly invoices, cut checks, reconcile bank statements and prepare monthly financial statements.
    • Maintain fixed assets in fixed asset software and keep depreciation updated
    • Assist with monthly and quarterly invoicing, receivables, credit card allocation and intercompany transactions
    • Receives and records monthly financial activity
    • Assist with client payroll and files
    • Assist with preparation on monthly, quarterly and annual personal financial statement preparation
    • Work with client advisors to provide them with reports and documents as needed
    • Assists accountants with tax information as needed
    • Additional projects, furthering the service of clients as needed


    • Associate or Bachelor’s degree from an accredited college or commensurate experience
    • Two or more years of bookkeeping experience preferred
    • 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.  Familiarity with bookkeeping sofware such as Quickbooks
    • 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
    • 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

    EOE M/F/D/V


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