Account Manager II, Family Office

Armanino LLP • Boca Raton, FL

3d • $69,000 - $93,900

About The Position

The Account Manager II, Family Office maintains accounting records and supports financial operations for individuals and closely held businesses. The role handles investment activity and reporting, financial statements, bill payments, cash monitoring and forecasting, and payroll. It also works with internal teams to respond to client inquiries and support complex accounting needs, while assisting senior team members with special projects and process improvements.

Armanino describes a collaborative work environment with career development and flexible work arrangements. The position is part of the firm’s Family Office practice.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field, or equivalent work experience.
• At least 2 years of accounting experience supporting multiple clients or entities.
• Experience in high-net-worth accounting, wealth management, business management, family office, or a related professional services environment.
• 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, well-organized books for individuals and closely held businesses, ensuring data integrity and completeness.
• Track, reconcile, and support reporting for traditional, alternative, and private investment activity.
• Prepare monthly, quarterly, and annual financial statements and related reports.
• Process high-volume bill pay accurately and on time, ensuring appropriate 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 complex accounting matters.
• Assist senior team members with special projects and process improvement initiatives.

Benefits

• Medical, dental, and vision coverage.
• Generous PTO plan and paid sick time.
• Flexible work arrangements.
• 401(k) with profit sharing.
• Wellness program.
• Generous parental leave.
• 11 paid holidays.
• Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level