Account Manager III, Family Office

Armanino • San Francisco, CA

1d

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 III is a senior individual contributor within the Family Office team, responsible for managing more complex, multi-entity accounting operations and serving as a primary point of contact for high-net-worth clients. This role builds on the Account Manager II foundation by adding greater ownership, review responsibility, and mentorship, while remaining hands-on in client delivery.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field, or equivalent work experience
• Minimum of 3 years of progressive accounting experience, including general ledger, AP, AR, payroll, and financial reporting
• Demonstrated experience managing accounting for multiple entities and complex client structures
• Proficiency with QuickBooks and experience working across multiple accounting systems
• Proven ability to manage client relationships and deliver accounting solutions in a professional services environment
• Strong organizational skills with the ability to manage competing deadlines and priorities

Nice To Haves

• Experience in family office, business management, or professional services environments
• Proficiency with Sage Intacct
• Experience with investment accounting and reporting, including equities, alternatives, and capital accounts
• Exposure to trust, estate, or other high-net-worth entity structures
• Experience collaborating with offshore or global teams
• Ability to identify accounting discrepancies, recommend solutions, and support process improvements

Responsibilities

• Serve as a primary point of contact for assigned clients, ensuring proactive communication and high-quality service delivery
• Oversee cash management activities, including monitoring balances, processing transfers, and approving wire transactions
• Review and approve client invoices and oversee timely bill payment processes
• Prepare, review, and analyze financial statements and general ledger activity for accuracy and completeness
• Review cash flow statements, accounts receivable, and tax-related filings, including 1099s, payroll taxes, and applicable state and local forms
• Coordinate with third-party payroll providers and review payroll tax returns and related filings
• Support client insurance, credit, and vendor matters in collaboration with the team lead
• Prepare and review supporting documentation for tax examinations, credit applications, and other complex client needs
• Review the work of Account Manager IIs and contribute to training, mentorship, and team development initiatives
• Lead or participate in client meetings, cross-functional initiatives, and special projects

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

What This Job Offers

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