Account Manager I, Family Office

About the role

The Account Manager I will play a key role in supporting high-net-worth clients, managing day-to-day financial operations, and collaborating with the family office team to ensure seamless service delivery. This is an opportunity to gain hands-on experience across accounting, cash management, payroll, and client communications in a multi-entity environment.

Job Responsibilities

• Serve as 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 invoices, wire transfers, and bill payments accurately and efficiently.
• Execute payroll and coordinate with third-party payroll providers as needed.
• Reconcile intercompany activity and review bank reconciliations to ensure accuracy.
• Prepare and review financial reports, including cash receipts/disbursements and accounts receivable aging.
• Absorb preparation of financial statements and tax filings, including 1099s and relevant city/state forms.
• Support client-related insurance, credit, and vendor communications in collaboration with the team lead.
• Collaborate with and provide guidance to team members and participate in training and development initiatives.
• Participate in team meetings and contribute to 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 1 year of experience in business management, bookkeeping, or accounting.
• Proven ability to work collaboratively and contribute to team development.
• High level of accuracy and attention to detail in financial reporting.
• Strong organizational skills with the ability to prioritize and manage multiple responsibilities in a fast-paced environment.
• Committed to delivering exceptional client service and proactively addressing client needs.

Preferred Qualifications

• Experience supporting high-net-worth clients or managing multi-entity accounting structures.
• Experience mentoring or training junior staff, including offshore team members.
• Experience with QuickBooks and/or Sage Intacct.

Pay

$54,200 - $73,700 for Colorado residents, $56,500 - $77,000 for Washington residents, Illinois residents, and New York residents, $70,000 - $80,500 for California residents.

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

Equal Opportunity Employer

Armanino is an equal opportunity employer and does not discriminate against any employee or applicant for employment on the basis of race, color, religion, sex, national origin, age, genetic information, disability, or veteran status.