4 professional services jobs found

Relationship Manager Associate (Family Office Focus) Location: Oklahoma City, OK (On-site) Job Type: Full-Time Compensation: $60,000–$70,000 DOE About the Opportunity Our client is seeking a detail-oriented and client-focused Relationship Manager Associate to support a growing book of high-net-worth and family office clients. This role partners closely with a senior Relationship Manager and plays a key role in managing complex trust and family office structures. Position Overview This position is responsible for the day-to-day administration and support of trust accounts, with a particular focus on clients operating within family office structures that are under LLCs and corporate entities . The ideal candidate will have experience navigating the complexities of high-net-worth client relationships and an understanding of how family offices operate across multiple entities and accounts. This role requires a high level of discretion, attention to detail, and...

Chief Financial Officer (Non-Profit)  Salary:  $155-165k/yr.  Location:  Oklahoma City, OK (On-site)  Position Overvie w The CFO oversees all financial operations, including compliance and financial reporting related to federal and state contracts, private grants, and regulatory requirements. This role requires the ability to thrive in a dynamic, deadline-driven environment while maintaining strong professional integrity and accountability.   Job Qualifications Education Required: Bachelor’s degree in business, accounting, finance, or a related field Preferred: Master of Business Administration (MBA) Licensure Certified Public Accountant (CPA), active and current in Oklahoma Experience Minimum of three (3) years of experience as a CFO or equivalent senior financial leader for an organization with an annual budget of at least $10 million Demonstrated experience partnering with executive leadership...

Tax Manager (CPA Required)  Location:   Oklahoma City, OK Position Type:   Full-Time Compensation:  $120k-150k/yr.  About Our Client:  Our client is a well-established CPA and business advisory firm in Oklahoma City, known for providing high-level tax, accounting, and advisory services to a wide variety of clients, including high-net-worth individuals, real estate entities, and businesses. Position Summary:  They’re looking for a seasoned Tax Manager or Senior Tax Manager to lead and execute the preparation, review, and strategy for complex tax returns. This person will manage compliance and ensure tax returns are accurate and strategically optimized using Lacerte and QuickBooks. The role requires a high level of technical skill, leadership, and   experience with multi-entity tax structures. Qualifications / Must-Have Skills: CPA designation required Minimum of 7 years of experience in tax accounting Proven experience preparing,...

Commercial Lines Underwriter  (6 years of wholesale underwriting experience required)   Location Requirement:  This person must live in Arkansas and have at least 6 years of new business underwriting experience in a wholesale environment. Compensation:  $75k–95k/yr. Position Type:   Full-time Location:  Fayetteville, AR Reports to:   Commercial Lines Underwriting Manager Job Purpose Reviews with knowledge and judgment of insurance risks for the agency. Reviews and assesses new and renewal insurance applications, as well as policy change requests. Compares risks to the guidelines and requirements of insurance carriers. Responds to questions from agents and carriers as needed. Gathers information from agents regarding competition. Duties & Responsibilities Reviews applications for insurance coverage, reports from loss control consultants, claim information, prior submission, and other information to determine if the application...