Senior Manager, Family Office Outsourcing

Armanino LLP • Duluth, GA

11d • $108,500 - $189,300

About The Position

The Senior Manager leads a team supporting multiple Family Office clients, including Accountants and Managers. The role is responsible for developing talent, optimizing resource allocation, building trusted client relationships, improving processes, ensuring high-quality financial reporting, and coordinating across departments to support smooth onboarding and business growth. The Senior Manager takes ownership of clients’ success, proactively addressing needs and delivering an exceptional client experience.

The role leads complex Single Family Office engagements involving multi-entity structures, intercompany activity, trusts, partnerships, and investment entities. It oversees investment accounting and entity-level reporting, applies family office systems and reporting tools to improve efficiency and transparency, and creates repeatable processes and quality standards for client deliverables. The position also supports new-client onboarding and business development.

Requirements

• Bachelor’s degree in accounting, Finance, or a related field, or equivalent work experience.
• At least 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, accounts payable and receivable, and account reconciliations.
• Solid understanding of US GAAP.
• Strong knowledge of Single Family Office 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.
• Familiarity with investment reporting systems such as Addepar or equivalents.
• Familiarity with equity management and fund accounting.
• Familiarity with intercompany accounting and trust financials.

Nice To Haves

• CPA or CMA license.
• Experience with cloud-based accounting system conversions.
• Familiarity with omnibus bank account management.
• Familiarity with Section 704(c) and tax stuffing concepts.

Responsibilities

• Own assigned client engagements end-to-end, including deadlines, deliverables, client communication, team coordination, and issue resolution.
• Lead and direct a team of Managers and staff, setting expectations, priorities, and accountability.
• Train and coach team members on client processes, accounting expectations, reporting requirements, systems, and quality standards.
• Plan, direct, and coordinate monthly finance and accounting services to ensure work is complete, accurate, and client-ready.
• Provide Family Office accounting subject matter expertise, including technical guidance on US GAAP and complex client matters.
• Review financial statements, supporting schedules, reconciliations, and workpapers for accuracy, completeness, and presentation.
• Identify execution gaps, process issues, and training needs, and drive corrective action.
• Build repeatable processes, checklists, calendars, and review procedures across client engagements.
• Liaise with clients, external auditors, internal stakeholders, and other service providers.
• Support new-client onboarding through resource planning, work allocation, client training, and internal team readiness.
• Support business development by participating in prospect meetings, pricing, and drafting engagement letters.
• Lead complex Single Family Office engagements with multi-entity structures, intercompany activity, trusts, partnerships, and investment entities.
• Drive investment accounting for traditional and alternative assets, including capital statements, brokerage postings, reconciliations, bond amortization, equity and fund accounting, and omnibus accounts.
• Oversee entity ownership changes, assignments, entity-level reporting, and trust financial reporting.
• Use family office systems and reporting tools, including Sage Intacct and investment reporting platforms such as Addepar or equivalents.
• Define processes, train the team, monitor execution, and ensure deliverables meet family office quality expectations.

Benefits

• Medical, dental, and vision benefits.
• Generous PTO plan and paid sick time.
• Flexible work arrangements.
• 401(k) with profit sharing.
• Wellness program.
• Generous parental leave.
• 11 paid holidays.
• Eligible employees at certain levels may participate in a discretionary long-term financial incentive plan, subject to plan participation rules.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior