Account Manager III, Family Office, Armanino Advisory LLC, US

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.

Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. 

Job Responsibilities 

• Has direct client contact.

• Read and prioritize emails from clients and vendors and take appropriate action.

• Approve clients’ invoices in accounting software and ensure bills are paid timely on an ongoing basis.

• Oversee wire transfers for accuracy and timeliness.

• Responsible for cash management, including cash transfers and managing cash balances.

• Prepare financial statements.

• Review clients’ general ledger(s) for accuracy and omissions of unpaid invoices if client engagement is direct with Assistant Bookkeeper.

• Review clients’ general ledger(s) for accuracy.

• Review cash flow statement of receipts and disbursements for team lead.

• Review Accounts Receivable, as needed.

• Review preparation of annual 1099 filings.

• Review year-end tax package for tax accountants.

• Review payroll tax returns prepared by payroll company to the general ledger.

• Review, assist and prepare Tax & License forms such as City Business License Returns, Secretary of State Statements of Information and Business Personal Property.

• Coordinate with third party payroll company to report periodic payroll runs, as needed.

• Coordinate and attend client meetings, as needed.

• Collaborate with team lead to prepare and review supporting documents for tax examination, if applicable.

• Collaborate with team lead to prepare credit applications (mortgages, autos, etc.), as needed.

• Collaborate with team lead in communications with property & casualty insurance brokers (i.e. review annual rates and coverage, worker’s compensation audit), as needed.

• Communicate with team to resolve billing inquiries (telephone company, cable, etc.), as needed.

• Consistently attend team meetings to be informed of client needs.

• Assist with clients’ medical insurance reimbursements, as needed.

• May have client billing responsibility.

• May interview new hires.

• Special projects as assigned.

Requirements 

• Bachelor’s degree in accounting, finance, or related field, or equivalent experience.

• Minimum 4 years of progressive accounting experience, including general ledger, AP, AR, payroll, and financial statement preparation.

• Prior experience handling accounting for multiple entities simultaneously.

• Proficiency in Sage Intacct (required), with the ability to navigate and utilize accounting systems effectively.

• Strong attention to detail with proven ability to manage competing priorities and meet deadlines.

• Excellent written and verbal communication skills, with the ability to interact directly with clients and internal teams.

• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).

• Flexibility to work from home while collaborating in person half the time.

Preferred Qualifications 

• Experience working in family office, business management, or professional services environments.

• Familiarity with investment accounting and reporting (e.g., equities, alternative investments, or capital accounts).

• Prior experience reviewing work of others or mentoring junior team members.

• Exposure to trust accounting, estate entities, or high-net-worth client services.

• Strong analytical skills with ability to identify issues and propose solutions.

“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 unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition’s knowledge will result in termination of contract. 

Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $78,200 - $92,00. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $86,000 - $101,200. For Northern California residents, the compensation range for this position: $89,900 - $102,800. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.

Armanino has a robust offering of benefits, including:  

• Medical, dental, vision 

• Generous PTO plan and paid sick time 

• Flexible work arrangements 

• 401K with Profit Sharing 

• Wellness program 

• Generous parental leave 

• 11 paid holidays 

  
For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.   
   
For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance  
 
To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/  

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.