Account Manager II, Family Office Account Management

Armanino•El Segundo, CA

About The Position

The Account Manager II plays a key role on the Family Office team, supporting high-net-worth individuals and closely held entities through accurate, timely, and detail-oriented accounting services. This role is hands-on and execution-focused, with increasing exposure to complex client needs and collaboration with senior team members.

Requirements

Bachelor’s degree in Accounting, Finance, or a related field, or equivalent work experience
Minimum of 2 years of experience supporting high-net-worth individuals in accounting, wealth management, or family office environments
Strong Excel skills, including experience with functions such as pivot tables and data analysis
Experience working across multiple accounting systems (not limited to QuickBooks); ability to learn and adapt to new systems quickly
Payroll processing experience with a strong focus on accuracy and timeliness
Ability to manage multiple clients and competing priorities while delivering high-touch, client-centered service
Strong attention to detail and ability to work efficiently in a deadline-driven environment

Nice To Haves

Experience with Sage Intacct

Responsibilities

Maintain accurate and well-organized books for individuals and closely held businesses, ensuring data integrity and completeness
Track, reconcile, and support reporting for investment activity across traditional, alternative, and private investments
Prepare monthly, quarterly, and annual financial statements and related reports
Process high-volume bill pay accurately and on time, ensuring proper documentation and approvals
Monitor cash activity and assist with cash flow analysis and forecasting
Process payroll and support payroll-related reporting and compliance requirements
Collaborate with internal team members to address client inquiries and support more complex accounting matters
Assist senior team members with special projects and process improvement initiatives