Senior Associate, Family Office

Description

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

Responsibilities
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
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
Ability to keep client matters strictly confidential
Able to manage conflicting priorities, deadline-based tasks and simultaneous projects

Qualifications
Associate or Bachelor’s degree from an accredited college or commensurate experience
Two or more years of bookkeeping experience preferred

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

#LI-SU1

#LI-Hybrid

EOE/M-F/D/V