Tax Project Manager
Location: Tulsa, OK or Frisco, TX
Description:
The ideal candidate will be responsible for tackling complex tax issues, identifying strategic tax planning and cultivating client relationships. The firm is interested in enterprising candidates who appreciate the company's approach to engaging business owners in every stage of their business’s life cycle.
Responsibilities
Detail…
Wealth Management Operations Specialist
Location: Tulsa, OK
Description:
The Wealth Management Operations Specialist is primarily responsible for all transactional processing supporting Wealth Management accounts on the trust and/or bond accounting system which could include setting up and maintenance of securities, transactional processing, trade execution and settlement, foreign currency exchange, valuations, and reconciliations. This…
Audit Manager
Location: Tulsa, OK preferred or Frisco, TX
Description:
The Audit Manager focuses on adding value and quality to the audit process, while engaging with clients in every stage of their organization’s life cycle. Our Audit Manager is responsible for identifying strategic consulting opportunities, developing next generation talent, and cultivating existing and…
Tax Senior Analyst
Location: Tulsa, OK or Frisco, TX
Description:
The Tax Senior is responsible for tackling complex tax issues, identifying strategic tax planning and other consulting opportunities, and enjoys cultivating client relationships. The firm is interested in enterprising candidates who appreciate the company's approach and how we engage business owners in every…
Wealth Management Operations Specialist
Location: Tulsa, OK
Description:
The Wealth Management Operations Specialist is primarily responsible for all transactional processing supporting Wealth Management accounts on the trust and/or bond accounting system which could include setting up and maintenance of securities, transactional processing, trade execution and settlement, foreign currency exchange, valuations, and reconciliations. This…
Audit Senior Manager
Location: Tulsa, OK preferred or Frisco, TX
Description:
The Audit Senior Manager focuses on adding value and quality to the audit process, while engaging with clients in every stage of their organization’s life cycle. Our Audit Senior Manager is responsible for identifying strategic consulting opportunities, developing next generation talent, and…
Accounting Specialist- AP
Location: Tulsa, OK
Description:
The Accounting Specialist – AP is responsible for performing Accounts Payable assignments. Responsibilities include, but are not limited to:
Compare vendor invoices against purchase orders for accuracy and enter in the ERP system for payment
Review, code, and enter G&A invoices into ERP system for payment
Generate weekly payment…
1437 South Boulder Avenue
Suite 1500
Tulsa, Oklahoma 74119
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