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 individual contributor within the Family Office team, responsible for managing more complex, multi-entity accounting operations and serving as a primary point of contact for high-net-worth clients. This role builds on the Account Manager II foundation by adding greater ownership, review responsibility, and mentorship, while remaining hands-on in client delivery.
** Job Responsibilities
*** Serve as a primary point of contact for assigned clients, ensuring proactive communication and high-quality service delivery
* Oversee cash management activities, including monitoring balances, processing transfers, and approving wire transactions
* Review and approve client invoices and oversee timely bill payment processes
* Prepare, review, and analyze financial statements and general ledger activity for accuracy and completeness
* Review cash flow statements, accounts receivable, and tax-related filings, including 1099s, payroll taxes, and applicable state and local forms
* Coordinate with third-party payroll providers and review payroll tax returns and related filings
* Support client insurance, credit, and vendor matters in collaboration with the team lead
* Prepare and review supporting documentation for tax examinations, credit applications, and other complex client needs
* Review the work of Account Manager IIs and contribute to training, mentorship, and team development initiatives
* Lead or participate in client meetings, cross-functional initiatives, and special projects
** Requirements
* ** Bachelor’s degree in Accounting, Finance, or a related field, or equivalent work experience
* Minimum of 3 years of progressive accounting experience, including general ledger, AP, AR, payroll, and financial reporting
* Demonstrated experience managing accounting for multiple entities and complex client structures
* Proficiency with Quick Books and experience working across multiple accounting systems
* Proven ability to manage client relationships and deliver accounting solutions in a professional services environment
* Strong organizational skills with the ability to manage competing deadlines and priorities
** Preferred Qualifications
*** Experience in family office, business management, or professional services environments
* Proficiency with Sage Intacct
* Experience with investment accounting and reporting, including equities, alternatives, and capital accounts
* Exposure to trust, estate, or other high-net-worth entity structures
* Experience collaborating with offshore or global teams
* Ability to identify accounting discrepancies, recommend solutions, and support process improvements*"Armanino" is the brand name under which Armanino 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 is a licensed independent CPA firm that provides 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…