Account Manager II, Family Office

Armanino

. Maintain accurate and well-organized books for individuals and closely held businesses .

Posted 9/23/2026full-timeUnited StatesJuniorMid-Level💰 $69,000 - $93,900 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in accounting and financial management, with a strong focus on high-net-worth accounting, payroll processing, and client-centered service. Proficient in managing multiple clients and delivering accurate financial reporting in a deadline-driven environment.

Highest-signal resume keywords

Accounting ExperiencePayroll ProcessingQuickBooks Online ProficiencyHigh-Net-Worth AccountingCash Flow Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Statement PreparationBill Pay ProcessingCash Activity MonitoringReconciliationProcess Improvement

Soft Skills

Attention to DetailClient-Centered ServiceTime Management

Tools & Technologies

QuickBooks OnlineBILLSage Intacct

Industry Keywords

Wealth ManagementFamily OfficeBusiness ManagementMulti-Entity Structures

About the role

Key responsibilities & impact

Maintain accurate and well-organized books for individuals and closely held businesses
Track, reconcile, and support reporting for investment activity across traditional, alternative, and private investments
Prepare monthly, quarterly, and annual financial statements and related reports
Process high-volume bill pay accurately and on time, ensuring proper documentation and approvals
Monitor cash activity and assist with cash flow analysis and forecasting
Process payroll and support payroll-related reporting and compliance requirements
Collaborate with internal team members to address client inquiries and support more complex accounting matters
Assist senior team members with special projects and process improvement initiatives

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, or a related field, or equivalent work experience
Minimum of 2 years of accounting experience supporting multiple clients or entities
Experience in high-net-worth accounting, wealth management, business management, family office, or related professional services environments
Proficiency with QuickBooks Online and BILL
Payroll processing experience with a strong focus on accuracy and timeliness
Ability to manage multiple clients and competing priorities while delivering high-touch, client-centered service
Strong attention to detail and ability to work efficiently in a deadline-driven environment
Family office experience preferred
Sage Intacct experience preferred
Experience supporting high-net-worth individuals or multi-entity structures preferred

Benefits

Comp & perks

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
Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules
Access to a community of resources supporting ideas, skills development, and professional networking