Home
Jobs
Saved
Resumes
Family Office Manager at Armanino | JobVerse
JobVerse
Home
Jobs
Recruiters
Companies
Pricing
Blog
Jobs
/
Family Office Manager
Armanino
Website
LinkedIn
Family Office Manager
United States
Full Time
1 week ago
$88,300 - $109,300 USD
H1B Sponsor
Apply Now
Key skills
Communication
About this role
Role Overview
Serve as the primary point of contact for assigned clients, delivering timely, high-quality service
Oversee cash management, including invoice review and approval, payment processing, transfers, and cash flow monitoring
Prepare and review financial statements, general ledgers, and bank reconciliations with accuracy and attention to detail
Review cash flow reports, annual 1099 filings, year-end tax packages, and payroll tax returns prepared by third parties
Prepare or review business license filings, Secretary of State Statements of Information, and other regulatory documents
Coordinate and participate in client meetings; collaborate with internal teams and external advisors on client deliverables
Provide coaching and guidance to Account Managers and junior team members, ensuring accuracy and supporting development
Lead and support client initiatives such as loan or credit applications, insurance reviews, and investment documentation
Build trusted client relationships through responsive communication, proactive problem-solving, and consistent delivery
Identify opportunities to streamline processes and enhance efficiency across engagements
Contribute to business development efforts, including proposal preparation and prospective client discussions
Protect sensitive client information with discretion and professionalism
Requirements
Bachelor’s degree in Accounting, Finance, or a related field
Minimum 6 years of progressive accounting experience, including exposure to multi-entity structures or high-net-worth clients
Minimum 1 year of supervisory or review experience
Deep knowledge of general ledger accounting, financial reporting, and cash management
Hands-on experience with Sage Intacct (required) and advanced proficiency in Microsoft Excel
Proven ability to manage multiple priorities and client relationships in a deadline-driven environment
Strong relationship management and communication skills, with confidence in client-facing interactions
Sound judgment and problem-solving skills with the ability to work independently
Benefits
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
Apply Now
Home
Jobs
Saved
Resumes