Senior Manager, Family Office Account Management

Armanino•New York City, NY

4d•Hybrid

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, or equivalent work experience
Minimum of 8 years of progressive accounting experience
Direct experience serving family office clients and supporting high-net-worth individuals, families, or multi-entity structures
Minimum of 3 years of supervisory or leadership experience, including experience managing and developing Managers or other team leaders
Experience overseeing a portfolio of complex client relationships and engagements
Experience with resource planning, capacity management, delegation, and quality oversight
Strong understanding of general ledger accounting, financial reporting, cash management, and financial operations
Ability to manage multiple clients and deliver high-quality work under deadlines
Excellent communication skills and the ability to build trusted relationships with clients, external advisors, and internal teams
Experience contributing to business development, practice growth, or revenue-related activities
Advanced proficiency in Microsoft Excel

Nice To Haves

Sage Intacct experience
CPA, CFP, or another relevant professional designation
Experience with investment reporting, alternative investments, trust and estate accounting, or complex entity structures
Strong business and operational acumen
Experience recommending process improvements and implementing scalable practices
Experience collaborating with external advisors, including tax, legal, insurance, banking, and investment professionals

Responsibilities

Serve as the primary client liaison, developing strong, trusted relationships with high‑net‑worth individuals and family stakeholders.
Read, prioritize, and respond to client and vendor communications; ensure timely and appropriate follow-up.
Coordinate and participate in client meetings; lead discussions on financial performance, reporting, and planning needs.
Support business development efforts and contribute to the growth of the Family Office practice.
Review and approve client invoices and ensure timely bill payments through accounting systems.
Oversee and validate wire transfers for accuracy, completeness, and timeliness.
Review general ledgers, bank reconciliations, and cash flow statements for accuracy and completeness.
Prepare or review financial statements and deliver high-quality reporting packages.
Review annual 1099 filings, payroll tax returns, and year-end tax packages prepared for tax partners.
Review and support filings for city business licenses, Secretary of State Statements of Information, and Business Personal Property returns.
Work closely with team members to prepare supporting documentation for tax examinations and audits.
Collaborate with property & casualty insurance brokers, including review of coverage, renewals, and workers’ compensation audits.
Assist with client medical insurance reimbursement processes, as needed.
Communicate with team members and vendors to resolve billing inquiries.
Lead or contribute to client-requested projects such as real estate acquisitions or leases, insurance policy reviews, loan applications, investment subscription documents, and other personal or family office matters.
Identify process improvement opportunities and enhancements to client service delivery.
Supervise, mentor, and develop team members, providing feedback, coaching, and support for professional growth.
Manage team capacity, delegate work effectively, and foster a collaborative, high-trust environment.
Promote best practices, quality control, and adherence to firm processes and standards.