Mariner · 1 hour ago
Family Office Accountant
Tulsa, OK
Full-time
Onsite
Entry, Mid Level
2+ years expMariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. They are seeking a Family Office Accountant to join their team in Tulsa, OK, responsible for managing financial activities and supporting client projects.
ConsultingFinancial ServicesRisk Management
Responsibilities
Receive, approve, pay, and maintain monthly invoices
Request, collect and record various revenue sources
Reconcile vendor and customer accounts and communicate with them as necessary
Assist with monthly and quarterly invoicing, receivables, credit card allocation and intercompany transactions
Receives and records monthly financial activity
Assist team lead on various client projects
Assist with preparation of monthly, quarterly, and annual financial statements
Work with client advisors to provide them with reports and documents as needed
Assists accountants with tax information as needed
Qualification
Required
A minimum of two years of bookkeeping and accounting experience; Candidates with an Associate or Bachelor's degree in Accounting or a related field from an accredited college and no prior experience will be considered
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
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
Ability to work in a team while maintaining a high level of responsibility and accountability to individual projects and tasks
Strong judgment and confidence in decision making when appropriate
Attention to detail and accuracy in all work
Preferred
Familiarity with bookkeeping software such as QuickBooks
Company
Mariner
Your wealth plan shouldn’t sit still. Neither do we.
1001-5000 employees
H1B Sponsorship
Mariner has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$75MKey Investors
Neuberger BermanPenfund
2024-10-29Private Equity
2022-01-06Debt Financing· $75M
Leadership Team
Marty Bicknell
Founder & CEO
F
Faith Xenos
Director and Senior Wealth Advisor
Recent News
Investment News
2026-01-21
Morningstar.com
2025-08-26
2025-05-02
Company data provided by crunchbase