Manager, Family Office Account Management

Armanino•New York City, NY

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, Business Administration, or a related field, or equivalent work experience
Minimum of 5 years of accounting, high-net-worth accounting, business management, outsourced accounting, or related professional services experience
Experience reviewing work prepared by others and mentoring or supervising junior team members
Strong understanding of general ledger accounting, financial reporting, cash management, and financial operations
Experience managing multiple client relationships, engagements, and priorities in a deadline-driven environment
Advanced proficiency in Microsoft Excel

Nice To Haves

Family office experience
Sage Intacct experience
CPA, CFP, or another relevant professional designation
Experience supporting high-net-worth individuals, business management clients, or multi-entity structures
Experience supervising staff or serving as an engagement or team lead
Experience working with trusts, partnerships, investment entities, or alternative investments
Experience collaborating with tax, legal, investment, insurance, and banking professionals

Responsibilities

Serve as the primary point of contact for assigned clients, delivering timely, accurate, and high-quality service.
Build trusted client relationships through responsive communication, proactive problem-solving, and consistent follow-through.
Coordinate and participate in client meetings and discussions regarding financial matters and ongoing projects.
Collaborate with tax, legal, investment, banking, and insurance professionals to support client needs.
Ensure client expectations are consistently met or exceeded through exceptional service delivery.
Review and approve client invoices, payments, wire transfers, and cash management activities for accuracy and timeliness.
Review general ledgers, bank reconciliations, financial statements, and supporting schedules.
Review cash flow reports and monitor client liquidity needs.
Review annual 1099 filings, year-end tax packages, payroll tax returns, and other financial reporting deliverables.
Prepare and review budgets, forecasts, and financial analyses to support client decision-making.
Review business license filings, Statements of Information, and other regulatory documents.
Support client initiatives such as loan and credit applications, insurance reviews, real estate transactions, and investment documentation.
Collaborate with insurance brokers and other advisors to support client financial and operational needs.
Identify opportunities to improve processes and enhance efficiency across client engagements.
Assist with special projects and other client-specific requests as needed.
Review work prepared by Account Managers and support staff, providing coaching, guidance, and developmental feedback.
Promote quality, accuracy, and consistency across client deliverables.
Foster a collaborative and positive team environment.
Plan, prioritize, and oversee multiple client engagements and deliverables while meeting deadlines.
Handle sensitive client and personnel information with discretion and professionalism.
Support business development efforts, including proposal preparation and participation in prospective client discussions.
Identify opportunities to expand client relationships and introduce additional firm services.
Contribute to practice growth and continuous improvement initiatives.