Hybrid Senior Manager, Family Office

at Armanino

• Job title: Senior Manager, Family Office
• Job type: Full Time
• Experience level: Senior
• Salary: $102,200 - $138,200 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, United States

About the role

• Senior Manager at Armanino overseeing family office and private client services. Engaging with clients, managing financial processes, and leading team members for optimal growth.

Responsibilities

• Has direct client contact.
• Reads and prioritizes emails from clients and vendors and take appropriate action.
• Approves clients’ invoices in accounting software and ensure bills are paid timely on an ongoing basis.
• Oversees wire transfers for accuracy and timeliness.
• Reviews clients’ general ledger(s) for accuracy.
• Reviews Bank Reconciliations.
• Reviews cash flow statement of receipts and disbursements for team lead.
• Reviews preparation of annual 1099 filings.
• Reviews year-end tax package for tax accountants.
• Reviews payroll tax returns prepared by payroll company to the general ledger.
• Reviews and assists with Tax & License forms such as City Business License Returns, Secretary of State Statements of Information and Business Personal Property.
• Prepares/Reviews Financial Statements.
• Coordinates client meetings, as needed.
• Collaborates with team to prepare supporting documents for tax examination, if applicable.
• Collaborates with property & casualty insurance brokers (i.e. review annual rates and coverage, worker’s compensation audit), as needed.
• Communicates with team to resolve billing inquiries (telephone company, cable, etc), as needed.
• Assist with clients’ medical insurance reimbursements, as needed.
• Participates in special projects upon client requests, such as buying/leasing a house/automobile, review insurance policies, complete subscription documents for new investments, complete loan applications, etc.
• Participates in business development, as needed.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field required.
• Minimum 8 years of progressive accounting experience, including work with high-net-worth individuals, multi-entity structures, or family office/private client services.
• Minimum of 3 years’ experience in a leadership role with responsibility for supervising, mentoring, and developing team members.
• Strong understanding of financial reporting, general ledger accounting, and cash management.
• Proficiency with Sage Intacct (required) and strong Excel skills.
• Proven ability to manage multiple clients simultaneously while meeting deadlines.
• Excellent communication and interpersonal skills, with the ability to build trust and maintain strong client relationships.
• Demonstrated track record of sound judgment and independent decision-making.
• Flexibility to work from home while collaborating in person half the time.

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