Family Office Finance & Reporting Associate

mariner-careers; Tulsa (OK); On-site; USD 52,000 - 76,000; Full time

Job summary

Mariner Careers is seeking an Associate, Family Office to support accurate financial administration and reporting for family office clients. You will manage day-to-day accounting activities and contribute to financial statements, cash flow forecasts, budgets, and liquidity reports that inform client planning and decision making.

You will work closely with client advisors and accountants to organize financial information, support tax preparation, and deliver reliable reporting.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or related field.
• 1–3 years of accounting, finance, bookkeeping, or family office services experience.
• Proficiency with Microsoft Office, including intermediate Excel.
• Basic understanding of financial statements and accounting principles.

Responsibilities

• Process accounts payable activities: review invoices, issue payments, maintain vendor records, reconcile bank accounts.
• Prepare monthly financial statements and maintain accurate records of transactions and activity.
• Support accounts receivable: invoicing, collections, credit card allocations, intercompany transactions.
• Assist with monthly, quarterly, and annual personal financial statements and provide reports and documentation.
• Coordinate with accountants for tax planning and tax return preparation.
• Assist with cash flow forecasting, budgeting, and liquidity reporting for client planning.
• Maintain organized client records, entity documentation, and reporting calendars.
• Support trust administration, entity management and family office projects.

Skills

Attention to detail

Organizational skills

Analytical thinking

Prioritization

Team collaboration

Confidentiality

Education

Bachelor's degree in Accounting/Finance/Business Admin

Tools

Microsoft Excel

Microsoft Office

Job description

Mariner Careers is seeking an Associate, Family Office to support accurate financial administration and reporting for family office clients. You will manage day-to-day accounting activities and contribute to financial statements, cash flow forecasts, budgets, and liquidity reports that inform client planning and decision making.

You will work closely with client advisors and accountants to organize financial information, support tax preparation, and deliver reliable reporting.