Account Manager I, Family Office

Armanino McKenna Certified Public Accountants & Consultants•Dallas, TX

51d•$57,000 - $73,200

About The Position

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. The Account Manager I will play a key role in supporting high-net-worth clients, managing day-to-day financial operations, and collaborating with the family office team to ensure seamless service delivery. This is an opportunity to gain hands-on experience across accounting, cash management, payroll, and client communications in a multi-entity environment.

Requirements

Bachelor's degree in Accounting, Finance, Business, or related field (or equivalent experience).
Minimum 1 year of experience in business management, bookkeeping, or accounting.
Proven ability to work collaboratively and contribute to team development.
High level of accuracy and attention to detail in financial reporting.
Strong organizational skills with the ability to prioritize and manage multiple responsibilities in a fast-paced environment.
Committed to delivering exceptional client service and proactively addressing client needs.

Nice To Haves

Experience supporting high-net-worth clients or managing multi-entity accounting structures.
Experience mentoring or training junior staff, including offshore team members, is a plus.
Experience with QuickBooks and/or Sage Intacct.

Responsibilities

Serve as additional point of contact for clients, providing responsive and proactive support.
Manage cash operations, including monitoring balances, processing transfers, and overseeing deposits.
Prepare, review, and process invoices, wire transfers, and bill payments accurately and efficiently.
Execute payroll and coordinate with third-party payroll providers as needed.
Reconcile intercompany activity and review bank reconciliations to ensure accuracy.
Prepare and review financial reports, including cash receipts/disbursements and accounts receivable aging.
Assist with preparation of financial statements and tax filings, including 1099s and relevant city/state forms.
Support client-related insurance, credit, and vendor communications in collaboration with the team lead.
Collaborate with and provide guidance to team members and participate in training and development initiatives.
Participate in team meetings and contribute to continuous improvement of client service.
Perform additional duties to support client and team needs as required.