Senior Manager, Family Office Outsourcing

Armanino•San Ramon, CA

12h•Hybrid

About The Position

The Family Office Accounting Senior Manager leads a team supporting multiple Family Office clients, including Accountants and Managers. This role is responsible for developing talent, optimizing resource allocation, and building trusted client relationships. The Senior Manager drives process improvement, ensures high-quality financial reporting, and collaborates across departments to facilitate smooth onboarding and contribute to business growth. They take ownership of their clients’ success journey, proactively addressing needs and delivering an exceptional client experience.

Requirements

Bachelor’s degree in accounting, Finance, or a related field, or equivalent work experience
Minimum 7 years of accounting experience, including both public and industry experience
At least 2 years of experience leading teams in a fast-paced, results-oriented environment
Full-cycle accounting experience, including financial reporting, A/P and A/R, and account reconciliations, with a solid understanding of US GAAP
Strong knowledge of SFO structures, entity transfers, and investment accounting across asset classes
Experience with brokerage postings, capital statements, and reconciliation techniques
Experience with cloud-based accounting systems, including Sage Intacct

Nice To Haves

CPA or CMA license
Experience with cloud-based accounting system conversions
Familiarity with: Investment reporting systems (e.g., Addepar or equivalents)
Equity management and fund accounting
Intercompany accounting and trust financials
Omnibus bank account management
Section 704(c) and tax stuffing concepts
Deep understanding of complex Single Family Office (SFO) structures
Knowledge of transfers and assignments between entities within an SFO
Strong investment accounting expertise, including: Traditional and alternative asset classes
Brokerage reconciliations, including bond amortization
Capital statements and brokerage postings
Equity and fund accounting
Intercompany accounting
Trust financial reporting
Omnibus account management
Section 704(c) and tax stuffing considerations

Responsibilities

Lead and provide direction to a small team (pod) of Managers and staff across multiple clients
Plan, direct, and coordinate with clients and financial management outsourcing teams to deliver timely and accurate monthly finance and accounting services
Serve as a subject matter expert for Family Office-specific accounting
Provide technical guidance on US GAAP requirements
Contribute to the development and maintenance of accounting systems to support operational efficiency and financial transparency
Perform detailed reviews of periodic internal-use and compiled financial statements and supporting schedules
Act as a liaison between clients and external auditors, internal stakeholders, and other service providers
Foster collaborative, proactive relationships with clients and internal teams to ensure timely and accurate data collection for reporting
Support business development through participation in prospect meetings, pricing, and drafting engagement letters
Guide and support onboarding of new clients, including staff and client training, resource planning, and work allocation
Coach and develop staff consultants and senior consultants, serving as a Performance Coach to support career growth and skills development