Family Office Staff Consultant, Mid Market Outsourcing, 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.

We’re seeking a Family Office Staff Consultant to join our Mid Market Outsourcing team. You’ll work with family office and private client portfolios, supporting multiple entities, investments, and accounting operations. This role provides exposure to complex accounting processes and offers opportunities to learn and grow in a family office environment. You’ll gain experience with multi-entity accounting, investment reporting, and capital structures, building a strong foundation for a career in private client services.

Job Responsibilities 

• Assist with day-to-day accounting operations, including general ledger, accounts payable, accounts receivable, payroll, and reconciliations.

• Support financial statement preparation and reporting for multiple entities, including intercompany transactions and consolidated reporting.

• Assist with investment accounting tasks, including tracking capital accounts, distributions, and basic equity management.

• Support preparation of investment reports, capital account reconciliations, and brokerage/custodian postings.

• Communicate with senior-level staff and client contacts regarding financial close, accounting issues, and deliverables.

• Participate in accounting software implementations, integrations, and ongoing use of cloud-based systems.

• Receive mentorship from senior team members to learn and apply family office-specific accounting processes.

Requirements 

• Bachelor’s Degree in Accounting, Finance, or related field, or equivalent work experience.

• Minimum 1 year of accounting experience, including GL, AP, AR, payroll, reconciliations, and financial reporting.

• Strong analytical and accounting skills.

• Excellent verbal and written communication skills.

• Ability to prioritize, work independently, and meet deadlines in a team-oriented environment.

• Proficiency or familiarity with accounting software such as QuickBooks Online/Desktop, Sage Intacct (a plus), and MS Office, including Excel (pivot tables, VLOOKUP, formulas).

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

Preferred Qualifications

• CPA or CPA candidate desirable.

• Exposure to multi-entity accounting, investment accounting, or private client/family office accounting is a plus.

• Interest in growing within the family office or private client services space.

• Enthusiasm for learning and contributing in a fast-growing, collaborative team 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 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: $62,900 - $74,000. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $69,200 - $81,400. For Northern California residents, the compensation range for this position: $72,300 - $85,100. 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.