Senior Accountant - Family Office

Overview

The Senior Accountant is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care to our Family Office clients.  As one of the first associate's clients connect with, the Senior Accountant is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you. The successful associate will be professional, caring, and genuinely demonstrate the highest level of client service.

If you are looking to build your career with a firm that puts the client first by providing 360 advice designed to last and is committed to being there for everything life brings our clients' way, then Mariner Wealth Advisors is the right firm for you. We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves where they work and have the support to meet career goals.

 

Responsibilities

• Accountant for multiple clients - including Ultra High Net Worth Families, Businesses and Private Foundations
• Receive, approve, and maintain monthly vendor invoices, cut checks and record monthly activity in accounting software
• Prepare and record monthly and quarterly invoicing, receivables, credit card allocations and intercompany transactions
• Reconcile bank and investment statements
• Process payroll for clients and help with quarterly reports.
• Maintain fixed assets in fixed asset software and keep depreciation updated
• Prepare monthly financial statements and other reports as needed. 
• Work with client advisors to provide them with reports and documents as needed
• Assists tax professionals with tax information as needed
• Provide exceptional customer service and build rapport with clients
• Other duties will be determined and discussed

Skills and Knowledge

• Clear communicator with strong interpersonal writing/verbal skills
• Excellent problem solving, organizational and analytical skills
• Detail oriented with high level of accuracy while maintaining efficiency
• Able to manage conflicting priorities, deadline-based tasks and simultaneous projects
• 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

Qualifications

• Bachelor's degree from an accredited college 
• 4 plus years accounting experience
• Proficiency in Microsoft Word, Outlook, and  Excel. 
• Familiarity with bookkeeping software such as Quickbook, Bill.com, Xero or  Harvest

 

Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $56,800.00/year to $105,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits.

 

EOE M/F/D/V

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Barron's Top RIA Firms: Barron's awarded 2023 #4, 2022-2020 #5, 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiled for MWA and the 2017 #2 and 2016 #1 rankings to Mariner Holdings (MH) based upon data compiled for MH registered investment adviser subsidiaries. Rankings for 2016 - 2023 were published in September of each award year and were based on June 30th data, including annual figures for the previous three years. No fee was paid for participation in the rankings; however, MWA has paid a fee to use the ranking. The rankings are based on firm surveys, and filings with the regulatory databases were used to cross-check the data provided. The rankings are based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. The formula Barron's uses to rank firms is proprietary. The number of firms included in the rankings was: 20 (2016), 30 (2017), 40 (2018), 50 (2019), and 100 (2020 - 2023). The ranking does not indicate future performance, and there is no guarantee of future success. For additional information, visit www.barrons.com.

 

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Employment Type: FULL_TIME