Account Manager III, Family Office

About the role

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.

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, accounts payable, accounts receivable, payroll, and financial reporting
• Demonstrated experience managing accounting for multiple clients, entities, or complex structures
• Proficiency with QuickBooks 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

• Family office, business management, high-net-worth accounting, or professional services experience
• Sage Intacct experience
• Experience with investment accounting and reporting, including equities, alternative investments, and capital accounts
• Exposure to trust, estate, or other high-net-worth entity structures
• Experience collaborating with offshore or global teams

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

Pay

For New York residents, the compensation range for this position is $78,400–$106,700. 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.