Account Manager II, Family Office

Armanino LLP•New York, NY

4d•$62,700 - $98,100

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 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
Proficiency with QuickBooks Online (QBO) and BILL required
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
Proficiency in Microsoft Office, including Excel, Word, and Outlook

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