What are the responsibilities and job description for the Senior Associate, Accounting position at Mariner?
Job Description
As a bookkeeper you will work directly with the tax/payroll team to process payroll filings. The successful bookkeeper will be detailed-oriented, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally.
Responsibilities
Maintain complete and accurate financial records for the company, including accounts payable and receivable, general ledger entries, and bank reconciliations
Process invoices, payments, and expenses promptly and accurately, ensuring proper coding and documentation
Monitor and reconcile bank and credit card statements, identifying and resolving any discrepancies
Perform regular analysis of financial data to identify trends, variances, and opportunities for improvement
Assist with month-end and year-end closing procedures, including preparation of financial statements and reports
Qualifications
Associates degree, Accounting or similar
A minimum of 5 years of related experience
Skills and Knowledge
Proficiency in Microsoft Office including Word, Outlook, and Excel
Familiarity with tax software programs (QuickBooks)
Ability to perform 10 key typing accurately and efficiently
Positive attitude toward client relations to provide exceptional, proactive client service
Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
Highly organized with strong analytical skills, creative problem solving and strong research capabilities
Ability to work on a team while maintaining a high level of responsibility and accountability to individual projects and tasks
Able to manage conflicting priorities, deadline-based tasks and simultaneous projects
Clear communicator with strong interpersonal writing and presentation skills
Mariner is a top-ranked, national wealth advisory firm with locations across the United States. Our mission to put our clients first drives everything we do.
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.
EOE M/F/D/V
About Us
Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at www.mariner.com . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here .
About The Team
At Mariner, the people behind the people make all the difference. Thatʼs why our advisors have access to an in-house team of support for taxes, insurance, estate planning and more. You’ll work together to solve clientsʼ complex wealth management challenges and everyday needs.
As a bookkeeper you will work directly with the tax/payroll team to process payroll filings. The successful bookkeeper will be detailed-oriented, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally.
Responsibilities
Maintain complete and accurate financial records for the company, including accounts payable and receivable, general ledger entries, and bank reconciliations
Process invoices, payments, and expenses promptly and accurately, ensuring proper coding and documentation
Monitor and reconcile bank and credit card statements, identifying and resolving any discrepancies
Perform regular analysis of financial data to identify trends, variances, and opportunities for improvement
Assist with month-end and year-end closing procedures, including preparation of financial statements and reports
Qualifications
Associates degree, Accounting or similar
A minimum of 5 years of related experience
Skills and Knowledge
Proficiency in Microsoft Office including Word, Outlook, and Excel
Familiarity with tax software programs (QuickBooks)
Ability to perform 10 key typing accurately and efficiently
Positive attitude toward client relations to provide exceptional, proactive client service
Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
Highly organized with strong analytical skills, creative problem solving and strong research capabilities
Ability to work on a team while maintaining a high level of responsibility and accountability to individual projects and tasks
Able to manage conflicting priorities, deadline-based tasks and simultaneous projects
Clear communicator with strong interpersonal writing and presentation skills
Mariner is a top-ranked, national wealth advisory firm with locations across the United States. Our mission to put our clients first drives everything we do.
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.
EOE M/F/D/V
About Us
Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at www.mariner.com . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here .
About The Team
At Mariner, the people behind the people make all the difference. Thatʼs why our advisors have access to an in-house team of support for taxes, insurance, estate planning and more. You’ll work together to solve clientsʼ complex wealth management challenges and everyday needs.