Manager, Family Office Account Management

Armanino

. Serve as the primary point of contact for assigned clients and deliver timely, accurate, high-quality service .

Posted 9/23/2026full-timeUnited StatesMid-LevelSenior💰 $102,100 - $132,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial reporting, general ledger accounting, and cash management while effectively managing multiple client relationships and engagements. Proficient in mentoring junior team members and enhancing operational efficiency across client projects.

Highest-signal resume keywords

General Ledger AccountingFinancial ReportingCash ManagementMicrosoft ExcelClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisBudget PreparationForecastingTax ComplianceRegulatory Document ReviewInvoice ReviewCash Flow MonitoringPayroll Tax Returns1099 FilingsBusiness License Filings

Soft Skills

Proactive Problem-SolvingResponsive CommunicationCoaching and MentoringDiscretion and ProfessionalismCollaboration

Tools & Technologies

Sage IntacctMicrosoft Excel

Certifications & Qualifications

CPACFP

Industry Keywords

High-Net-Worth AccountingBusiness ManagementOutsourced AccountingMulti-Entity StructuresTrusts and Partnerships

About the role

Key responsibilities & impact

Serve as the primary point of contact for assigned clients and deliver timely, accurate, high-quality service
Build trusted client relationships through responsive communication, proactive problem-solving, and consistent follow-through
Coordinate and participate in client meetings regarding financial matters and ongoing projects
Collaborate with tax, legal, investment, banking, and insurance professionals to support client needs
Review and approve client invoices, payments, wire transfers, and cash management activities
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
Review business license filings, Statements of Information, and other regulatory documents
Support loan and credit applications, insurance reviews, real estate transactions, and investment documentation
Identify process improvements and enhance efficiency across client engagements
Assist with special projects and client-specific requests
Review work prepared by Account Managers and support staff, providing coaching, guidance, and developmental feedback
Plan, prioritize, and oversee multiple client engagements and deliverables while meeting deadlines
Handle sensitive client and personnel information with discretion and professionalism
Support business development efforts, including proposal preparation and prospective client discussions
Identify opportunities to expand client relationships and introduce additional firm services
Contribute to practice growth and continuous improvement initiatives

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, Business Administration, or a related field, or equivalent work experience
Minimum of 5 years of accounting, high-net-worth accounting, business management, outsourced accounting, or related professional services experience
Experience reviewing work prepared by others and mentoring or supervising junior team members
Strong understanding of general ledger accounting, financial reporting, cash management, and financial operations
Experience managing multiple client relationships, engagements, and priorities in a deadline-driven environment
Advanced proficiency in Microsoft Excel
Preferred: Family office experience
Preferred: Sage Intacct experience
Preferred: CPA, CFP, or another relevant professional designation
Preferred: Experience supporting high-net-worth individuals, business management clients, or multi-entity structures
Preferred: Experience supervising staff or serving as an engagement or team lead
Preferred: Experience working with trusts, partnerships, investment entities, or alternative investments
Preferred: Experience collaborating with tax, legal, investment, insurance, and banking professionals

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