Associate, Family Office

We are currently seeking candidates for the position of Family Office Accountant/Bookkeeper to join our Tulsa, OK team. This position can be a hybrid role in Tulsa, OK or we are open to a remote role. 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

Qualifications

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

Skills & Knowledge

• 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

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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-TH1

EOE M/F/D/V