Manager, Family Office Transition & Technology Transformation

Armanino LLP•Scranton, PA

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 Family Office Transition & Technology Transformation Manager is a client-facing consulting role focused on supporting the design and execution of future-state accounting operations for family office clients. This individual plays a key role in assessing current environments, contributing to solution design, and helping drive client transitions from fragmented processes to scalable, integrated operating models. This role balances hands-on involvement in discovery, design support, and execution coordination, while building deeper expertise in family office structures and technology transformation.

Requirements

Bachelor’s degree in accounting required or equivalent working experience
Minimum of 6 years of experience in family office accounting, outsourcing accounting, or consulting environments
Strong pre existing knowledge of family office entity structures, ownership, intercompany, and investment accounting
Experience with technology implementations, system integrations, and process redesign in complex multi entity environments

Nice To Haves

Familiarity with investment systems (e.g., Addepar, Black Diamond)
CPA or equivalent credential

Responsibilities

Support discovery engagements to assess client technology, processes, controls, and entity structures
Contribute to future-state design, including: GL and accounting system structure, AP and expense workflows, investment accounting processes and reporting frameworks
Assist in building transition roadmaps, including sequencing and dependencies
Help execute transition plans and coordinate with delivery teams
Ensure documentation and knowledge transfer for post-transition support
Support system selection and implementation efforts (e.g., Sage Intacct)
Identify process gaps and inefficiencies and recommend improvements
Assist in documenting workarounds for system limitations
Contribute to standardizing accounting and operational processes
Identify opportunities for automation and workflow improvements
Apply working knowledge of multi-entity structures (operating, investment, trusts) and intercompany relationships and ownership structures
Support investment accounting processes, reconciliations, and reporting
Gain familiarity with platforms like Addepar and Black Diamond
Support client communications and help explain recommendations
Work closely with Senior Managers and delivery teams
Help manage timelines, risks, and execution details
Assist in developing templates, tools, and documentation
Support knowledge sharing and team development
Contribute to improving transition processes