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Client Reporting Associate Jobs in Oklahoma (NOW HIRING)

Talnt

Senior Tax Associate

Oklahoma City, OK

$85K - $100K/hr

... client service across a diverse portfolio of individuals and business entities. This role offers ... Prepare accounting-related reports and supporting documentation within a paperless, technology ...

InsCipher

$21 - $26/hr

We're achieving that goal by enhancing every facet of our customers reporting and tax filings ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...

InsCipher

$21 - $26/hr

We're achieving that goal by enhancing every facet of our customers reporting and tax filings ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...

InsCipher

$21 - $26/hr

We're achieving that goal by enhancing every facet of our customers reporting and tax filings ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...

InsCipher

Tax Associate

Tulsa, OK · On-site

$21 - $26/hr

We're achieving that goal by enhancing every facet of our customers reporting and tax filings ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...

InsCipher

Tax Associate

Edmond, OK · On-site

$21 - $26/hr

We're achieving that goal by enhancing every facet of our customers reporting and tax filings ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...

InsCipher

$21 - $26/hr

We're achieving that goal by enhancing every facet of our customers reporting and tax filings ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...

InsCipher

$21 - $26/hr

We're achieving that goal by enhancing every facet of our customers reporting and tax filings ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...

InsCipher

Tax Associate

Broken Arrow, OK · On-site

$21 - $26/hr

We're achieving that goal by enhancing every facet of our customers reporting and tax filings ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...

InsCipher

Tax Associate

Oklahoma City, OK · On-site

$21 - $26/hr

We're achieving that goal by enhancing every facet of our customers reporting and tax filings ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...

InsCipher

$21 - $26/hr

We're achieving that goal by enhancing every facet of our customers reporting and tax filings ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...

InsCipher

Tax Associate

Norman, OK · On-site

$21 - $26/hr

We're achieving that goal by enhancing every facet of our customers reporting and tax filings ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...

InsCipher

Tax Associate

Lawton, OK · On-site

$21 - $26/hr

We're achieving that goal by enhancing every facet of our customers reporting and tax filings ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...

RSM

Develop an understanding of the client's business and industry and begin to recognize key ... reporting regarding productivity and adherence to work plan schedules on assignments as well as ...

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Showing results 41-60

All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Oklahoma

Client Reporting Associate information

See Oklahoma salary details

$10.2K

$63.2K

$129.3K

How much do client reporting associate jobs pay per year?

As of Jul 26, 2026, the average yearly pay for client reporting associate in Oklahoma is $63,201.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,300.00 and $80,800.00 per year, depending on experience, location, and employer.

What does a Client Reporting Associate do?

A Client Reporting Associate is responsible for preparing, analyzing, and delivering regular reports to clients, typically in financial or investment firms. They ensure that clients receive accurate and timely information about their accounts, investments, or services. Their duties often include data collection, report generation, troubleshooting discrepancies, and responding to client inquiries. Strong attention to detail, analytical skills, and proficiency with reporting tools are crucial for this role.

What are some common challenges faced by Client Reporting Associates, and how are they typically addressed in the workplace?

Client Reporting Associates often encounter challenges such as managing tight deadlines for delivering accurate reports, adapting to evolving client requirements, and ensuring data integrity across multiple systems. To address these, teams typically implement robust quality control processes, use advanced reporting tools, and maintain clear communication channels with both internal teams and clients. Regular training and collaboration with portfolio managers, compliance, and IT teams also help associates stay updated on best practices and handle complex reporting needs efficiently.

What are the key skills and qualifications needed to thrive as a Client Reporting Associate, and why are they important?

To thrive as a Client Reporting Associate, you need strong analytical skills, attention to detail, and a background in finance or business, often supported by a relevant degree. Familiarity with reporting tools such as Microsoft Excel, data visualization platforms, and client relationship management (CRM) systems is typically required. Exceptional communication, problem-solving abilities, and time management help you deliver accurate reports and respond effectively to client inquiries. These skills are crucial for ensuring data integrity, meeting client expectations, and supporting informed decision-making.

What is the difference between Client Reporting Associate vs Client Service Associate?

AspectClient Reporting AssociateClient Service Associate
Required CredentialsBachelor's degree, familiarity with reporting toolsBachelor's degree, strong communication skills
Work EnvironmentData analysis, report preparation, client reportingClient communication, account management
Employer & Industry UsageFinancial services, asset managementBanking, financial institutions
Common Search & ComparisonFocus on reporting and data analysisFocus on client interaction and support

The main difference is that a Client Reporting Associate primarily handles preparing and analyzing client reports, while a Client Service Associate focuses on direct client communication and support. Both roles require strong communication skills and familiarity with financial data, but their daily tasks and focus areas differ.

What are popular job titles related to Client Reporting Associate jobs in Oklahoma? For Client Reporting Associate jobs in Oklahoma, the most frequently searched job titles are:
What job categories do people searching Client Reporting Associate jobs in Oklahoma look for? The top searched job categories for Client Reporting Associate jobs in Oklahoma are:
What cities in Oklahoma are hiring for Client Reporting Associate jobs? Cities in Oklahoma with the most Client Reporting Associate job openings:
Client Reporting Associate jobs near you

Senior Tax Associate

Talnt

Oklahoma City, OK

$85K - $100K/hr

Full-time

Posted 19 days ago

Job description

About the Role:

The Tax Senior Associate is a public accounting professional responsible for preparing complex tax returns, supporting tax planning initiatives, and providing exceptional client service across a diverse portfolio of individuals and business entities. This role offers the opportunity to develop technical expertise in tax compliance and consulting while collaborating with experienced professionals, mentoring junior staff, and contributing to high-quality client engagements. The ideal candidate has a strong foundation in tax accounting, enjoys solving complex tax issues, and thrives in a collaborative, client-focused environment.

Responsibilities:

  • Prepare federal, state, and local tax returns for individuals, partnerships, S corporations, C corporations, trusts, and other business entities.
  • Collaborate with tax professionals to complete all phases of tax engagements, including tax compliance, tax planning, client consulting, and special projects.
  • Gather, organize, and analyze financial and tax-related information to ensure accurate and timely tax return preparation.
  • Research tax issues and evaluate tax situations to identify opportunities for tax savings and regulatory compliance.
  • Develop practical tax solutions and communicate recommendations to engagement teams and clients.
  • Prepare accounting-related reports and supporting documentation within a paperless, technology-driven work environment.
  • Maintain organized workpapers and ensure compliance with firm quality standards and professional regulations.
  • Build strong client relationships by responding to inquiries and providing proactive, professional service.
  • Assist with tax research, planning strategies, and consulting engagements for a variety of industries.
  • Mentor and train Associates by providing technical guidance, reviewing work, and supporting professional development.
  • Stay current on changes to federal, state, and local tax laws, IRS regulations, and accounting standards.
  • Participate in continuing education, professional development programs, and networking opportunities to enhance technical and leadership skills.

Qualifications:

  • Bachelor's degree in Accounting or a related field.
  • Active Certified Public Accountant, CPA, license or progress toward CPA licensure preferred. Enrolled Agent, EA, certification is also accepted.
  • Minimum of 2 to 4 years of public accounting tax experience.
  • Strong understanding of federal and state tax laws, tax accounting principles, and IRS regulations.
  • Experience preparing tax returns for individuals and multiple business entity types.
  • Strong analytical, research, and problem-solving skills with attention to detail.
  • Excellent written and verbal communication skills with a client-focused approach.
  • Ability to manage multiple engagements while meeting deadlines in a fast-paced public accounting environment.
  • Self-motivated with the ability to work independently and collaboratively within a team.
  • Proficiency with tax preparation software, Microsoft Office Suite, and accounting technology platforms.
  • Commitment to maintaining technical knowledge through ongoing professional education.
  • Authorization to work in the United States without current or future visa sponsorship.

Desired Qualifications:

  • Progress toward obtaining a CPA license if not already licensed.
  • Experience supporting tax planning, consulting engagements, and tax research projects.
  • Knowledge of tax compliance for multiple entity types and industries.
  • Experience mentoring or training junior accounting professionals.
  • Familiarity with paperless workflow systems, tax technology, and process improvement initiatives.
  • Strong organizational and project management skills with the ability to prioritize competing deadlines.
  • Demonstrated commitment to delivering exceptional client service and maintaining high-quality work standards.