Account Manager II, Family Office
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.
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field, or equivalent work experience
- Minimum of 2 years of accounting experience supporting multiple clients or entities
- Experience in high-net-worth accounting, wealth management, business management, family office, or related professional services environments
- Proficiency with QuickBooks Online and BILL
- 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
- Family office experience
- Sage Intacct experience
- Experience supporting high-net-worth individuals or multi-entity structures
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
Benefits
- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
