Account Manager I – Private Client Finance & Cash Ops

Armanino Advisory LLC; St. Louis (MO); On-site; USD 54,000 - 81,000; 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

Parental leave

11 paid holidays

Job summary

Armanino Advisory LLC is seeking an Account Manager I to support high-net-worth clients and manage day-to-day financial operations in a multi-entity environment. You will collaborate with the family office team to ensure seamless service delivery and effective communications.

The role offers exposure to accounting, cash management, payroll, and client communications, with opportunities to mentor staff and contribute to process improvements. Prior experience in bookkeeping or accounting is valued.

Qualifications

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

Teamwork

Attention to detail

Organization

Client service

Education

Bachelor’s degree in Accounting, Finance, Business

Tools

QuickBooks

Sage Intacct

Job description

Armanino Advisory LLC is seeking an Account Manager I to support high-net-worth clients and manage day-to-day financial operations in a multi-entity environment. You will collaborate with the family office team to ensure seamless service delivery and effective communications.

The role offers exposure to accounting, cash management, payroll, and client communications, with opportunities to mentor staff and contribute to process improvements. Prior experience in bookkeeping or accounting is valued.