Manager, Family Office

Armanino LLP•Dallas, TX

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, or a related field.
Minimum 6 years of progressive accounting experience, including exposure to multi-entity structures or high-net-worth clients.
Minimum 1 year of supervisory or review experience.
Deep knowledge of general ledger accounting, financial reporting, and cash management.
Hands-on experience with Sage Intacct (required) and advanced proficiency in Microsoft Excel.
Proven ability to manage multiple priorities and client relationships in a deadline-driven environment.
Strong relationship management and communication skills, with confidence in client-facing interactions.
Sound judgment and problem-solving skills with the ability to work independently.

Nice To Haves

CPA, CFP, or other relevant certification.
Prior experience in a family office, business management, or professional services environment.
Familiarity with investment accounting, trust and estate entities, or alternative assets.
Experience collaborating with tax, legal, investment, and insurance advisors.

Responsibilities

Serve as the primary point of contact for assigned clients, delivering timely, high-quality service.
Oversee cash management, including invoice review and approval, payment processing, transfers, and cash flow monitoring.
Prepare and review financial statements, general ledgers, and bank reconciliations with accuracy and attention to detail.
Review cash flow reports, annual 1099 filings, year-end tax packages, and payroll tax returns prepared by third parties.
Prepare or review business license filings, Secretary of State Statements of Information, and other regulatory documents.
Coordinate and participate in client meetings; collaborate with internal teams and external advisors on client deliverables.
Provide coaching and guidance to Account Managers and junior team members, ensuring accuracy and supporting development.
Lead and support client initiatives such as loan or credit applications, insurance reviews, and investment documentation.
Build trusted client relationships through responsive communication, proactive problem-solving, and consistent delivery.
Identify opportunities to streamline processes and enhance efficiency across engagements.
Contribute to business development efforts, including proposal preparation and prospective client discussions.
Protect sensitive client information with discretion and professionalism.