Account Manager II, Family Office

Armanino LLP; Boca Raton (FL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, vision

401K with Profit Sharing

Generous PTO

Wellness program

Parental leave

11 paid holidays

Job summary

Armanino LLP is seeking a detail-oriented staff accountant in Boca Raton to manage books for individuals and closely held businesses. You will handle investment reporting, payroll processing, and assist with client inquiries while supporting senior team members on special projects.

The role requires a Bachelor's degree in Accounting/Finance and at least 2 years of accounting experience, including experience with QuickBooks Online and BILL.

Qualifications

• 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.
• 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.

Responsibilities

• Maintain accurate and well-organized books for individuals and closely held businesses, ensuring data integrity and completeness
• 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

Skills

Attention to detail

Time management

Client service

Education

Bachelor’s degree in Accounting/Finance or related field

Tools

QuickBooks Online

BILL

Job description

At Armanino, you determine your career path. This means it’s possible to pursue challenges you are passionate about, in industries you care about.

Armanino is proud to be among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career.

At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.

Job Responsibilities

• Maintain accurate and well-organized books for individuals and closely held businesses, ensuring data integrity and completeness
• 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

• 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

Preferred Qualifications

• Family office experience
• Sage Intacct experience
• Experience supporting high-net-worth individuals or multi-entity structures

“Armanino” is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.

Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.

For New York residents, the compensation range for this position: $69,000-$93,900. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.

Armanino has a robust offering of benefits, including:

• 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

For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.

For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance

To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.