Account Manager , Family Office

Position: Account Manager I, 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 I will play a key role in supporting high-net-worth clients, managing day-to-day financial operations, and ensuring seamless service delivery alongside the family office team. This role is especially focused on
** bill pay, AP workflows, and high-volume invoice processing**, while also providing exposure to cash management, reporting, and client communication across multiple entities.
** Job Responsibilities*
* * Serve as an additional point of contact for clients, providing responsive and proactive support.
* Manage cash operations, including monitoring balances, processing transfers, and overseeing deposits.
* Prepare, review, and process high-volume invoices, bill payments, and vendor disbursements accurately and efficiently ( required).
* Process wire transfers and support approval workflows.
* Execute payroll and coordinate with third-party payroll providers as needed.
* Reconcile intercompany activity and review bank reconciliations for accuracy.
* Prepare and review financial reports, such as cash receipts/disbursements and AR aging.
* Assist with financial statement preparation and tax-related deliverables (including 1099s and applicable filings).
* Support client-related insurance, credit, and vendor communications in collaboration with the team lead.
* Collaborate with and provide guidance to team members; participate in training and development initiatives.
* Participate in team meetings and contribute to the continuous improvement of client service.
* Perform additional duties to support client and team needs as required.
** Requirements
* ** Bachelor’s degree in Accounting, Finance, Business, or related field (or equivalent experience).
* Minimum of 1 year of experience in bill pay, accounts payable, invoice processing, or similar work in a high-volume environment.
* Experience using  (required).
* Strong accuracy and attention to detail in financial processing.
* Strong organizational skills with the ability to prioritize and manage multiple responsibilities in a fast-paced environment.
* Proven ability to work collaboratively and contribute to a positive team culture.
* Committed to delivering exceptional client service and proactively addressing client needs.
** Preferred Qualifications*
* * Experience supporting high-net-worth clients or multi-entity structures.
* Experience mentoring or training junior staff, including offshore team members.
* Experience with Ramp or other spend management tools (plus).*“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…