Account Manager I: Family Office (Flexible Arrangements)

Armanino LLP; Dallas (Luzerne County); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision

Generous PTO and paid sick time

Flexible work arrangements

401K with Profit Sharing

Wellness program

Generous parental leave

11 paid holidays

Job summary

Armanino LLP is seeking an Account Manager I for its Family Office practice across multiple U.S. locations including Dallas, Chicago, and Philadelphia.

You will support high-net-worth clients, manage day-to-day financial operations, and collaborate with the family office team to ensure seamless service delivery. Responsibilities include cash management, invoicing, payroll coordination, and intercompany reconciliations, with opportunity to assist in financial statements and tax filings.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or related field (or equivalent experience).
• Minimum 1 year of experience in business management, bookkeeping, or accounting.
• Proven ability to work collaboratively and contribute to team development.
• High level of accuracy and attention to detail in financial reporting.

Responsibilities

• Serve as additional point of contact for clients, providing responsive and proactive support.
• Manage cash operations, including monitoring balances, processing transfers, and overseeing deposits.
• Prepare, review, and process invoices, wire transfers, and bill payments accurately and efficiently.
• Execute payroll and coordinate with third-party payroll providers as needed.
• Reconcile intercompany activity and review bank reconciliations to ensure accuracy.
• Prepare and review financial reports, including cash receipts/disbursements and accounts receivable aging.
• Assist with preparation of financial statements and tax filings, including 1099s and relevant city/state forms.
• Support client-related insurance, credit, and vendor communications in collaboration with the team lead.
• Collaborate with and provide guidance to team members and participate in training and development initiatives.
• Participate in team meetings and contribute to continuous improvement of client service.
• Perform additional duties to support client and team needs as required.

Skills

Team collaboration

Attention to detail

Client service

Organizational skills

Education

Bachelor’s degree in Accounting, Finance, Business, or related field

Tools

QuickBooks

Sage Intacct

Job description

Armanino LLP is seeking an Account Manager I for its Family Office practice across multiple U.S. locations including Dallas, Chicago, and Philadelphia.

You will support high-net-worth clients, manage day-to-day financial operations, and collaborate with the family office team to ensure seamless service delivery. Responsibilities include cash management, invoicing, payroll coordination, and intercompany reconciliations, with opportunity to assist in financial statements and tax filings.