Manager, Family Office Account Management
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 the primary point of contact for assigned clients, delivering timely, accurate, and high-quality service.
- Build trusted client relationships through responsive communication, proactive problem-solving, and consistent follow-through.
- Coordinate and participate in client meetings and discussions regarding financial matters and ongoing projects.
- Collaborate with tax, legal, investment, banking, and insurance professionals to support client needs.
- Ensure client expectations are consistently met or exceeded through exceptional service delivery.
- Review and approve client invoices, payments, wire transfers, and cash management activities for accuracy and timeliness.
- Review general ledgers, bank reconciliations, financial statements, and supporting schedules.
- Review cash flow reports and monitor client liquidity needs.
- Review annual 1099 filings, year-end tax packages, payroll tax returns, and other financial reporting deliverables.
- Prepare and review budgets, forecasts, and financial analyses to support client decision-making.
- Review business license filings, Statements of Information, and other regulatory documents.
- Support client initiatives such as loan and credit applications, insurance reviews, real estate transactions, and investment documentation.
- Collaborate with insurance brokers