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…
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 Team Leader
Location: Tulsa, OK or Frisco, TX
Description:
The Tax Team Leader is responsible for leading one of the seven tax teams, 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…
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…
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…
Securities Services Operations Specialist I
Location: Tulsa, OK
Description:
The Securities Services Operations Specialist I is primarily responsible for all transactional processing supporting Wealth Management accounts on the trust accounting system including setting up and maintenance of securities, transactional processing, trade execution and settlement, foreign currency exchange, valuations and reconciliations. This position works…
WMS Business Coordinator II
Location: Tulsa, OK
Description
Assist the Wealth Management Fee Group with calculating, processing and monitoring of fees for client accounts.
Assist with fee set-up for new accounts
Assist with paying down invoices
Assist with managing the fee inbox
Process fee corrections
Experience required:
Prior knowledge of working with investment accounts is desired.
Strong Excel skills with…
Securities Services Operations Specialist I
Location: Tulsa, OK
Description
The Securities Services Operations Specialist I is primarily responsible for all transactional processing supporting Wealth Management accounts on the trust accounting system including setting up and maintenance of securities, transactional processing, trade execution and settlement, foreign currency exchange, valuations and reconciliations. This position works…
1437 South Boulder Avenue
Suite 1500
Tulsa, Oklahoma 74119
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