Financial Analyst

Travis Watkins Tax
Oklahoma City, OK Full Time
POSTED ON 12/16/2022 CLOSED ON 3/13/2023

Job Posting for Financial Analyst at Travis Watkins Tax

Our tax law office in Oklahoma City is expanding and is currently seeking a highly motivated and organized individual to join our team as a Financial Analyst.

Responsibilities and Duties:

The position will be responsible for answering office telephone calls and other administrative responsibilities, including:

  • Gathering all necessary financial documents from clients
  • Reviewing and analyzing financial documents
  • Researching income verification and allowable expenses for clients
  • Working closely with legal team to determine best resolutions
  • Serving as client liaison for case updates
  • Assisting with the answering of incoming calls
  • Scheduling appointments

Hours are from 8:30am to 5:30pm, Monday through Friday

Qualifications and Skills:

  • Energetic personality (in a hurry to help)
  • Highly professional demeanor
  • High attention to detail
  • Excellent organizational skills
  • Efficient multi-tasking ability
  • Outstanding customer service skills
  • Problem solving skills
  • Ability to work with a team
  • Effective and compassionate communicator
  • Ability to function in fast-paced environment
  • Comfortable with a lot of client interaction

The ideal candidate is proficient in:

  • Microsoft Office (Outlook, Word, Publisher, Excel and PowerPoint)
  • Familiarity with Infusionsoft a plus

Benefits:

  • Health, dental, vision insurance and PTO available after probationary period

We are currently accepting applications for highly motivated individuals and we are interested in filling this position immediately. This position is NOT remote eligible. We consider serving others to be our mission and purpose in life and we are seeking like-minded individuals.

Job Type: Full-time

Pay: $15.00 - $20.00 per hour

Benefits:

  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Physical setting:

  • Office

Schedule:

  • 8 hour shift
  • Monday to Friday
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