Senior Manager, Family Office Outsourcing

Armanino LLP•Duluth, GA

1d•$108,500 - $189,300•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
Minimum 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: Omnibus bank account management
Familiarity with: Section 704(c) and tax stuffing concepts

Responsibilities

Own assigned client engagements end-to-end, driving deadlines, deliverables, client communication, team coordination, and issue resolution
Lead and direct a pod of Managers and staff, setting clear expectations, priorities, and accountability for timely, accurate execution
Train and coach team members on client-specific 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
Serve as a Family Office accounting subject matter expert, including technical guidance on US GAAP and complex client matters
Perform detailed quality reviews of financial statements, supporting schedules, reconciliations, and workpapers with a focus on accuracy, completeness, and presentation
Identify execution gaps, process issues, or training needs early and drive corrective action before matters escalate
Build and maintain repeatable processes, checklists, calendars, and review procedures to create consistency across client engagements
Act as a liaison between clients, external auditors, internal stakeholders, and other service providers
Support onboarding of new clients, including resource planning, work allocation, client training, and internal team readiness
Support business development through participation 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 accurate investment accounting, including traditional and alternative assets, capital statements, brokerage postings, reconciliations, bond amortization, equity/fund accounting, and omnibus accounts
Oversee entity ownership changes, assignments, entity-level reporting, trust financial reporting, etc.
Use family office systems and reporting tools, including Sage Intacct and investment reporting platforms such as Addepar or equivalents, to improve efficiency and transparency
Create structure in complex client environments by defining processes, training the team, monitoring execution, and ensuring final deliverables meet family office quality expectations