Account Manager III, Family Office

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.  The Account Manager III is a senior contributor within the Family Office team, responsible for managing complex multi-entity accounting operations and financial reporting for high-net-worth clients. This role requires
** direct client engagement
** and combines hands-on accounting work, leadership in reviewing the work of other team members, and participation in special projects.
** Job Responsibilities*
* * Serve as a primary point of contact for clients, ensuring proactive communication and service delivery.
* Oversee cash management, including monitoring balances, processing transfers, and approving wire transfers.
* Approve client invoices and ensure timely payment.
* Prepare, review, and analyze financial statements and general ledgers for accuracy and completeness.
* Review cash flow statements, accounts receivable, and tax filings (including 1099s, payroll taxes, and city/state forms).
* Coordinate with third-party payroll providers and review payroll tax returns.
* Support client-related insurance, credit, and vendor communications in collaboration with the team lead.
* Collaborate with the team lead to prepare supporting documentation for tax examinations, credit applications, and other client needs.
* Mentor and review work of team members, including participating in training and development initiatives.
* Lead or participate in client meetings and special projects as needed.
** Requirements
* ** Bachelor’s degree in Accounting, Finance, or related field (or equivalent experience).
* Minimum 3 years of progressive accounting experience across general ledger, AP, AR, payroll, and financial reporting.
* Proven experience managing accounting for multiple entities.
* Proficiency with Quick Books and other accounting software.
* Strong organizational skills with a record of managing competing deadlines and priorities.
* Direct experience managing client relationships and delivering accounting solutions in a service-based environment.*“Armanino” is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services.

Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.
** Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
** Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.
** Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges.

For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and…